Deconstructed
by A Carry-On and a Laptop
Breaking down complex signals, white papers, and economic doctrines into visual clarity.
The Signal
Wealth creation, market alpha, and mindset.
Wealth Creation vs. Wealth Accumulation
A framework for understanding the crucial difference between preserving value and generating new value, using inflation as a key variable.
The New Paradigm President: Why Trump Signals a Century Shift
A breakdown of the political, technological, and societal shifts defining the 21st century.
DAMCA: The Great Crypto Partition
Deconstructing the Digital Asset Market Clarity Act—the legislative attempt to end the SEC vs. CFTC turf war, define 'Ancillary Assets,' and ban CBDCs.
DAMCA: The $100 Trillion RWA Unlock
Deconstructing Title V of the Digital Asset Market Clarity Act—the legal framework that paves the way for tokenizing stocks, bonds, and real estate.
DAMCA: The 'Code is Speech' Defense
Deconstructing Title VI of the Digital Asset Market Clarity Act—providing Safe Harbor protections for developers, miners, and the right to self-custody.
DAMCA: The Stablecoin Reset
Deconstructing Title IV of the Digital Asset Market Clarity Act—establishing stablecoins as the 'checking accounts' of the future with strict yield bans.
The Bessent Doctrine
Deconstructing the new economic paradigm (2025-2026).
Offensive Macro-Realism: The Bessent Doctrine
A synthesis of Mearsheimer's power politics and Soros's macro tactics, outlining a U.S. strategy for global attrition and technological dominance.
Offensive Macro-Realism: The Argentina Gambit
Part 2 of the Offensive Macro-Realism series, analyzing a U.S. financial power play in Argentina, the unexpected countermove, and the escalating war of attrition.
Offensive Macro-Realism: The Positional Squeeze
Part 3 of the series, deconstructing the technical and strategic power of a U.S. swap line as a tool of geopolitical control in the Argentina situation.
The Bessent Doctrine: A Main Street Revival
An analysis of Treasury Secretary Scott Bessent's strategy to dismantle post-crisis regulations and empower community banks as the engine for American economic renewal.
The Bessent Doctrine: Problem-Reaction-Solution
An analysis of the administration's new economic doctrine: manufacturing a crisis via tariffs to offer a pre-planned 'solution' in the form of rebates and selective relief.
The Bessent Doctrine: 2025 FSOC Annual Report
An analysis of the 2025 FSOC Annual Report, outlining a new paradigm where financial stability is interdependent with economic growth and security.
The Bessent Doctrine: Engineering the 'Blockbuster' 2026
A deconstruction of the administration's 'J-Curve' economic strategy: inducing a calculated slowdown in 2025 to engineer a politically timed 'blockbuster' recovery in 2026.