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The Greenland Mispricing
What Trillion-Dollar Allocators Are Getting Wrong
9 hrs ago
•
Shanaka Anslem Perera
6
2
$5.6 Million Was the Lie. $589 Billion Was the Crash. Here's What Actually Happened.
The Hidden Cost Structure, the Chip Failure No One Reported, the Cognitive Fracture Already Underway, and Why Every AI Position You Hold Is Built on a…
14 hrs ago
•
Shanaka Anslem Perera
2
1
1
The Fracture Point: How America's K-Shaped Economy, Europe's Structural Decline, and the Three Systems Realignment Converge in 2026-2027
The $4 Trillion Duration Bet Rests on a Transmission Mechanism That Broke in 2021 and Never Returned
16 hrs ago
•
Shanaka Anslem Perera
8
2
1
The Cislunar Race Ended Before It Started
What $70 Billion in Institutional Capital Is Missing About the Infrastructure Standards War at 88.8°S
19 hrs ago
•
Shanaka Anslem Perera
3
1
1
The Stoner Paradox
How Fifty Years of Science Got Cannabis and Testosterone Wrong, and What the Body’s Remarkable Resilience Reveals About the Nature of Biological Truth
Jan 6
•
Shanaka Anslem Perera
8
2
The Privatized Seigniorage Pivot: America’s Quiet Monetary Regime Change
Why the Venezuela intervention reveals the wrong thesis, where the real fiscal innovation is hiding, and what it means for every portfolio on Earth
Jan 6
•
Shanaka Anslem Perera
11
2
4
The Collateral Checkmate: How China Built a Self-Executing Debt Machine That Makes Western Bondholders Structurally Subordinate
China collected 100%. Western bondholders got zero. Markets still haven't priced who drinks first.
Jan 6
•
Shanaka Anslem Perera
15
7
The Triple-Sold Molecule: America’s Energy Architecture Has Become Structurally Insolvent
How a $150 billion infrastructure buildout created competing claims that cannot be honored simultaneously, why the coming adjustment will be…
Jan 6
•
Shanaka Anslem Perera
5
2
1
The Abandonment: Iran's Terminal Vulnerability
Why Russia Cannot Save It, China Only Extracts From It, and the Bazaar Just Rendered Its Verdict
Jan 6
•
Shanaka Anslem Perera
6
1
2
The Invisible Chokepoint
The $165 Billion Blind Spot That Will Reprice the Energy Transition
Jan 5
•
Shanaka Anslem Perera
6
3
The $3.5 Trillion AI Mirage: The Measurement Regime Failure February 2026 Will Expose
Why 96% of Microsoft’s OpenAI Investment Returned as Azure Revenue, Why the Same Auditor Certified Opposite Depreciation for Identical Hardware, and Why…
Jan 5
•
Shanaka Anslem Perera
5
1
3
The Liquidity Bifurcation Thesis
How the Three-Channel Bitcoin Architecture Is Creating the Largest Structural Mispricing Since the COVID Crash
Jan 5
•
Shanaka Anslem Perera
11
1
3
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