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Waiting on Appointments

2026-08-28 · David H. Friedel Jr. · 4 min read

The Treasury Market May Not Be Breaking... It May Be Searching for a New Price

2026-09-24 · David H. Friedel Jr. · 13 min read

The Marginal Buyer Is a Carry Trade

2026-09-07 · David H. Friedel Jr. · 9 min read

The 40% Wealth Trap: Why Your 401(k) Could Quietly Lose Half Its Value by 2030

Light stagflation isn't the worst case; it's the optimistic one. And we're already halfway there.

2025-10-15 · David H. Friedel Jr. · 5 min read

The Hidden Inflation of AI

How companies are disguising capital strain as innovation while the middle class foots the bill

2025-10-11 · David H. Friedel Jr. · 3 min read

Nominal Prosperity, Real Austerity

When your portfolio says “congratulations” but your grocery cart says “try again.”

2025-09-01 · David H. Friedel Jr. · 4 min read

Valuation Gravity: Why 2022–2028 Could Mirror Historic Compression Cycles

A generation raised on expansion is about to learn what compression means

2025-07-14 · David H. Friedel Jr. · 7 min read
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