Macro / House
House memos on structural forces, market architecture, and the broader patterns shaping economic and strategic landscapes.
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The Hidden Variable — Why Industries Collapse Long Before They "Fail"
MacroStructural Drift GeometryCross-Industry Architecture
A cross-industry architecture revealing why systems break long before the world notices — and how operators can detect drift before collapse.
November 21, 2025•8 min read•memo
The Architecture of American Pressure
MacroPressure ArchitectureMacro
A structural map of how logistics, energy, credit, infrastructure, and demographic forces interact to shape the next era of American economic behavior.
November 19, 2025•12 min read•memo
The Skeleton of the Modern Economy
MacroEconomic SkeletonMacro
Beneath market narratives lies a structural skeleton—logistics flow, energy stability, credit posture, and demographic drift. These forces determine long-term direction.
November 10, 2025•9 min read•communique