The three initial theses are maintained, but with increased robustness:
Quality of Big Tech Profits: The non-economic share of the aggregate net profit of the five largest tech companies is estimated at 42% in the central scenario (range 35–52%), instead of the single point estimate of 48%. The revision accounts for the sensitivity of…
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Detailed Technical Exploration of the mBridge Project
mBridge is a multi-CBDC (wholesale) platform for cross-border payments and foreign exchange settlements in central bank digital…
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Global Systemic Convergence of the 7 Vectors (December 2025). Reassessment and Recalibration as of August 10, 2026
The original thesis from December 6-13, 2025, predicting a catastrophic systemic event…
Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).
https://www.steelldy-indices.com
SpaceX has a gross margin of 55.3%, but negative operating and…
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Big Tech, AI Power Constraints, and the Specter of 1929
Detailed Technical Exploration of the mBridge Project
Interoperability of Instant Payment Systems and CBDCs within BRICS
Starlink Direct-to-Cell, also called Starlink Mobile or D2C/DTC
The Monte Carlo analysis of JPY carry trade
