How to Protect Capital When Everything Compresses
When earnings hold up, gold stalls, and belief quietly reprices
2026-02-20
· David H. Friedel Jr.
· 5 min read
The Supreme Court, Tariffs, and the Era of Osmotic Fiscal Cleanup
How pandemic-era liquidity was absorbed through tariffs, inflation, and time; with or without the Court’s blessing.
2025-11-06
· David H. Friedel Jr.
· 4 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