Archive - MacroMashup

Pentagon Inc.: Owning the Pipes of Power

A new era of industrial policy and why it makes sense

4 hrs ago • Neil Winward

The Price of Tomorrow

A quick tour through macro, debt, deflation and its debt-rich legacy.

17 hrs ago • Neil Winward

🎙️Friday Macro Debrief

Pentagon Inc.: Owning the Pipes of Power

19 hrs ago • Neil Winward

6:31

The $282,000 Ghost Asset Freezing the American Housing Market

How mortgage lock-in is destroying private wealth — and how residential defeasance could restart U.S. housing without stimulus.

Jan 2 • Neil Winward

December 2025

MacroMashup— Annual 2025 Macro Brief

What 2025 clarified — and what investors must carry forward into 2026

Dec 26, 2025 • Neil Winward

Markets Adjust to Policy Drift as Powell’s Successor Nears

Metals outperform, bitcoin cools, and custom silicon reshapes tech leadership amid policy uncertainty

Dec 19, 2025 • Neil Winward

The Fed Just Blinked And the Future of “Work” Blinked With It

When jobs disappear from GDP, but work still gets done

Dec 12, 2025 • Neil Winward

Markets Adjust to Policy Drift as Powell’s Successor Nears

And a great deal for premium subscribers interested in a 2.5x return on a clean energy investment...

Dec 5, 2025 • Neil Winward

From Six-Figure Bitcoin to a Split Market: The Macro Signals of November

November wasn’t subtle.

Dec 4, 2025 • Neil Winward

November 2025

The K-Shaped Economy: Winners, Losers, and the New Macro Divide

Why the modern recovery splits winners and losers—and what it means for investors.

Nov 28, 2025 • Neil Winward

Pendulum Politics: Europe, the U.S., and China — The Great Hybridization

Why ideological labels are collapsing in a Fourth Turning world

Nov 21, 2025 • Neil Winward

The Real AI Boom: Why the Largest Investment Cycle of the Next Decade Is Energy, Not Technology

The hidden energy story fueling AI’s rise.

Nov 19, 2025 • Neil Winward

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