Good Reasons To Wish It Were 2025, Already
“Our country needs America to show the world that our flag is still there, with liberty and justice for ALL.” (Nancy Pelosi)
Summary:
· The rules of “Techno-Economic War” preclude Gulf War III.
· The United States of America (USA) risks becoming the home to the Ungovernable States of America (USA).
· The Fate of the Union (FOTU), and POTUS, are in the hands of the Independents.
· The Decline and Fall, of the Republican Party, since Operation Desert Storm, has been, and remains, the greatest threat to America’s global hegemony.
· The inequitable distribution, of the pecuniary return on investment, does not augur well for a substantial “Friend-Shoring/Techno-Economic War” political dividend for the Democrats.
· The Ricardian return on exogenous crisis memes, Desert Storm-to-date, does not augur well for a substantial “Friend-Shoring/Techno-Economic War” political dividend for the Democrats.
· The Party of War, needs to celebrate a different brand because war doesn’t sell with voters anymore.
· “Biden’s Slam Dunk” celebrates a different brand of war, that is “shore-friendlier” with US voters; yet totally misunderstood by most of them.
· The educational attainment level, of the militantly dissatisfied Republicans, precludes them from receiving a substantial “Friend-Shoring/Techno-Economic War” economic dividend.
· The price war for hearts and minds, of Asian hydrocarbon consumers, illustrates how US-scale hydrocarbon production has undermined the competitive advantage, and pricing power, of OPEC+.
· Hamas, the IDF, and the Houthis have triggered the smoking gun of the “Asian Debt Crisis rinse and repeat”.
· Hamas, the IDF, and the Houthis have fired more rounds of US “Friend-Shoring”.
· The upcoming Taiwan election begs the question, in America, of whether the nation is worth defending.
· The fallback to Japan answers the begging question of Taiwan.
Abstracts
· The “Friend-Shored Co-AI-lition of the Willing” is in the process of consolidating its dominant global position to the exclusion of China.
· The “Friend-Shored Co-AI-lition of the Willing” is building out capacity for the application of “Replicator Doctrine” commercially and militarily.
· The military and commercial application of “Replicator Doctrine” is protected by the steep monopoly barriers to entry of disinflation and trade rules.
(Source: the Author)
· OPEC+ strategy extends the US Exorbitant Privilege and relative economic attractiveness/outperformance.
· US “Swing Producer Status” is a disinflationary tailwind for a soft landing.
(Source: the Author)
· The “Friend-Shored” supply chain basis, for the New New World Order Green Transition, is secured in US Dollar Terms.
· US scale hydrocarbon production undermines the competitive advantage, and pricing power, of OPEC+.
(Source: the Author)
· The “highly likely” estimated probability that China will trigger an “Asian Debt Crisis rinse and repeat” is rising further.
(Source: the Author)
· Japan replaces Taiwan as the first technological, legal, and commercial defense line in the ASEAN Techno-Economic Theatre of War.
· Japan is re-arming its regional allies.
(Source: the Author)
