MacroInsights

Contrarian Macro

The Stealth Default: How Inflation Liquidates Your Wealth to Fund the State

If you are reading the mainstream financial news on this morning of January 12, 2026, you are being lied to. They will tell you inflation is “sticky” or “stubborn.” They will blame supply chains, geopolitical friction, or corporate greed. They are distracting you with economic weather reports while the foundation of your financial house is…

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Contrarian Macro

The Great Resignation Myth: Why Your 20% Raise Was Actually a Pay Cut

If you look at your W-2s from 2021 through 2025, you might feel a fleeting sense of accomplishment. On paper, you are likely making more money than ever before. The post-pandemic era, fueled by the narrative of the “Great Resignation,” saw workers seizing power, demanding double-digit raises, and hopping jobs for massive salary bumps. The…

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