The Tricolor and First Brands bankruptcies are like the Bear Stearns credit funds that failed in 2007, canaries in the coal mine for a potential financial crisis. Here are the questions we need to answer to figure out if the private credit market in 2025 is stronger and more resilient than the mortgage-backed securities market in 2007.

Our autonomy of mind is our birthright. It is not ladled out to us from some central pot, and it cannot be taken away from us. But we can give it away, sometimes in pieces and sometimes all at once, and that’s what the semantic system of world-building and script-injection encourages us to do.

Enough. Today we begin to reclaim our minds.

Two days. Three days tops.

That's how long we have before our grief and rage is transformed into a politically useful symbol instead of action. Again.

I think that I see what IS when it comes to the current gerrymandering efforts in Texas and in California. I’d like to ask readers to figure out where I’m wrong and how we can avoid what seems to me to be the most likely outcome of this game.

We have suffered a devastating flood in Texas.

I believe an even more devastating Flood is to come.

Now we must build an Ark of story. Now we must build an Ark of love.

Most people can stomach actual cruelty. Feeling as if they are cruel, though?

When stories stop telling us what we need to be true, they break.

The present immigration debate is the product of three moments that changed common knowledge: the Shithole, the Sanctuary, and the Springfield Moments.

I want to show you what 'mobilizing narrative support' looks like, as measured by our revolutionary Perscient technology and as understood by someone who has spent the past 35 years studying, writing and teaching about this stuff.

The House passage of the Big Beautiful Bill and Elon Musk stepping back from DOGE is a common knowledge moment -- everyone now knows that everyone now knows that the US deficit cannot be controlled, much less reversed, over the remainder of Trump's term -- and it puts us on a pretty straightforward path to a global sovereign debt crisis.

The death of risk happened with a whimper, not a bang. Not because the market blew up, but because of an icy truth: safe havens ain't safe.

If you don't trust the meaning of risk-free, you can't trust the meaning of risk, and we have built everything on the meaning of risk.

It's not the tariffs. It's not the recession. These are just the catalysts through which the true enemy shows himself.

The true enemy is the over-financialization of the US Treasury market, and its catalyst is the diminishment of the full faith and credit of the United States.

We are in the early stages of a bank run on the United States and the US dollar, and everyone on Wall Street is heading for the exits, including domestic investors who will exit not because they want to but because they know the Not-So-Golden Rule.