Hoe_Math And Why Levels Of Thought Caused This Mess

“If the rule you followed brought you to this, of what use was the rule?” – No Country for Old Men

But, hey, they all have the same tote bag. (all memes as-found)

There is a YouTube® creator named hoe_math that I watch regularly. I’d guess that he and I have fairly similar worldviews in many cases, and I recommend his channel (LINK). One of the trademark issues Mr. _math has discussed is the breakdown between men and women in our modern, technological age and how government has made it worse.

One thing he’s brought up several times in his videos is the concept of “levels of thinking” which I’ll just call “Levels” from here on out. It’s a variation of Maslow’s Hierarchy, but it’s been refined by Ken Wilber, to walk back the sources. But let’s stick to hoe_math.

hoe_math’s main success has been as a guy who draws stick figures with colored pencils to explain why your relationships suck and society is unraveling. Rather than Levels being a new age mystical tool, Mr. _math uses Levels as a tool, and as a powerful one. Keep in mind, it’s not reality, it’s just another way to model it. In this case, however, it explains a lot of what would otherwise be mystical behavior and magical thinking of people who really should know better.

The version of Levels that hoe_math has been distilled down to nine stages of thinking, each building on the last like a Jenga™ tower of the soul. Today, though, I want to stick to the first seven levels. Why? Because Level 6 is the root of so much GloboLeft® insanity, and Level 7 shows, maybe, a way out.

Let’s climb the Levels ladder, one sticky rung at a time.

Level 1: Survival And Desire

Picture this: a toddler covered in spaghetti sauce. Life isn’t about stocks or status. It’s a confusing set of seemingly unrelated events. Life is about not dying and emotional control doesn’t yet exist..

Hunger gnaws, cold bites, and that pain from having fingernails cut? That’s the worst pain the baby has ever felt. Thinking at Level 1 is pure reflex: see food, eat. See threat, run or smash. No plans, just sensory overload driving you to grab what feels good and dodge what hurts.

Every human starts at this level, but most outgrow it. Except in pathology: think severe autism or that guy at the grocery store yelling about expired coupons.

And toxic masculinity? Level 1 is the primal protector that men become when times become grim: the father who stays up all night by the fire with a shotgun when the wolves are howling outside. It’s raw, unapologetic drive when there’s a positive motivation.

In the negative, it’s the low-I.Q. murderer who kills someone for $5. These people stuck at this level cannot survive by themselves.

Level 2: Connect

Now the world gets a little less lonely. I’ve got senses, sure, but suddenly, so does everyone else. Thinking now shifts: life is bonding and not being alone. Emotions now project outward because at this level, people now understand that others have needs, too. And, when others are happy, I get what I want. I clean my room, I get cookies.

hoe_math notes that this is where tribes form – but for people stuck at this level, there is nearly zero trust for outsiders. Probably the largest useful structure that this level produces is the family.

Level 3: Control

If the first level had no bonds, the second level had bonds between one person and another, this level is third person: the realization that other people have connections to each other. And that’s a great tool to use to get control of them.

If Level 3 was a decade, it would be The Me Decade, the 1970s. Since all of humanity can live at Level 1 or Level 2, fully 92% of humanity can make it to Level 3 every day, according to hoe_math, who you should trust because “math” is in his name.

At this stage, the strong exploit the week, and morality is an afterthought. If India was a level, it would be Level 3. It’s a war of all against all with a billion caste systems.

Level 4: Conform

This is all about the rules. Only 40% of humanity gets here every day. That should scare you.

Yeouch! That tells you that my India comment on Level 3 is probably spot on. This is the level that gives us useful structures like functional civilizations and businesses and religion. It is here that ethics and the study of rules start. This is where morality takes over in judgements.

People compete for power here, yet compete using rules that are agreed on. Chaos unchecked? No thanks. Now the flip side of the lower levels becomes apparent: selfishness breeds anarchy, so rules it is. It’s Good vs. Evil, us vs. them. Life demands order.

Level 4 birthed all higher-level civilizations.

Level 5: Achieve

Now we’re into the land of libertarians, big L and little l versions. About 28% of people reach this level on a daily basis.

Rules are for rubes. Freedom über alles. Good and bad? That’s subjective. Life is about results. Set goals, crunch the numbers, win big, add sawdust to the raisin bran if nobody notices.

Why bow to a boss or a Bible?

The Level 5 achiever is the builder, the provider, the man who turns dirt into dynasties. It’s the dad working doubles so the kids eat steak, not ramen. I think the majority of the success of the United States has been entirely due to Level 5 behavior, so therefore it is called toxic masculinity.

Level 6: Understand

Here’s where the wheels start wobbling off the cart, and also where higher-level thinking is observably worse than lower-level thinking.

In Level 6, uniqueness reigns; old rules are chains. Life celebrates diversity! Every truth is a perspective, every culture is valid, except (in the Western version) that mean old Christian patriarchy. Reject hierarchies, listen to the oppressed, seek consensus, live, laugh, love. Subjectivity rules; impose nothing.

Sounds noble, right? Until you try validating all cultures and beliefs and fetishes.

That’s the rot. I mean, it’s well-meaning, but it rests upon a fundamental denial of reality.

Seek “understanding” without boundaries, and boom: moslims torch the gay bar that the Level 6 people thought would be just fine right next to the mosque as hoe_math described it.

Because why?

Because no matter how much Level 6 thinkers want 82 I.Q. people from Somalia to be accepting, tolerant, and embrace the gay lifestyle, they are Level 3 thinkers that want to chuck the gays off cliffs just to see what sound the make when they hit bottom.

This leads to the GloboLeftElite® importing clash after clash into the nation, then cries “tolerance!” while cities burn.

Truth dies on the altar of feelings.

Pathologies? Narcissistic echo chambers and spineless relativism. It’s why campuses are safe spaces for screams of GloboLeftist rage but not debate and England will tolerate rape and murder as a moslem/hindu team sport but not tolerate people noticing it.

Level 7: Harmonize

Finally, wisdom dawns.

Despite being only 5% of the population, I would bet that most of my regular readers get here or hang out at Level 5. On either side of this, we’ve seen the mess that Level 6 is. The problem with Level 6 is that it’s based on lies. Pretty lies, but lies nonetheless.

The rules we made up at Level 4?

Some of them make fundamental sense in a way that, if you ignore them, birthrates of smart people plummet and the birth of idiots is reinforced. Or crime rate increases. Or we decide that creating fiat currencies is a good thing, just like they did in Weimar Germany.

But reality exists. Those Level 4 rules aren’t random! It is folly of the highest order to ignore them. Complex systems demand rules and judgement in order to work, and mixing cultures sometimes ends up with the result that border walls are way better than immigration.

This is toxic masculinity, yet again: the harmonizer is the statesman, the elder who balances freedom with fences, innovation with inheritance. It’s the patriarch reading the room—protecting the tribe by pruning threats, not hugging them.

The dangers here are existential drift that leads to nihilism or half-baked gurus with books to sell.

As I said, only 5% get here regularly.

Why?

It takes I.Q. to juggle viewpoints, model systems empirically, and see patterns in the interactions. Low I.Q. folks stall at Level 4 conformity and Level 6 is a trap for people who want to see a beautiful world that could never exist.

So, why fixate on these? Because Level 6 thinking led, at least partially, to the trouble we’re in now. Endless “understanding” ignores that not all cultures play nice and that our people need jobs, too. Validate it all, and you get Paris no-go zones or Rotherham horrors. Level 6 whispers “coexist,” but Level 7 shouts “think about this.”

The same level of thinking that got us into this mess isn’t going to get us out of it, and, sadly we’re going to have to continue to go after and eliminate Level 6 thinking where we see it.

And we will, because the result of losing?

It’s Level 3. And the world already has way too much India.

The Looming A.I. Market Bubble

“Don’t try to fight it. You’ll get brain bubbles, strokes, aneurysms.” – Fear and Loathing in Las Vegas

Is bubble wrap part of pop culture? (All memes as-found)

Elon Musk promises a supercomputer cluster bigger than Texas that’ll make Skynet™ look like an HP-15C®. It even has a creepy name for those who know film history: Colossus™. Of course, it’s going to require more power than a quiver of Antifa® mainlining Red Bull© during a riot. I like that. A herd of cattle, a murder of crows, and a quiver of Antifa©.

But it’s not just Elon. There’s also Sam Altman, that pint-sized messiah of OpenAI© is out here swearing he’ll build data centers the size of Afghanistan, all to birth the AI-god-emperor that’ll finally figure out why fish from Long John Silver’s® always tastes like regret.

But here’s the kicker: this might be the biggest Ponzi scheme in history. If When this AI bubble pops, it may very well make the dotcom crash look like look like a lost wallet.

On recent analysis I saw was over here (LINK) by Ed Zitron, and no, I’m not going to make fun of his last name as tempting as that might be since he writes well. When I read it, it wasn’t behind the paywall, but it was also insightful. Trust me.

His conclusion?

According to Ed’s analysis, the AI hype train is barreling toward a cliff made of physics, bad math, and even worse economics. If Mr. Zitron is correct, trillions of dollars are being flushed down the toilet on promises that of a technical revolution which, while automating many boring tasks, unfortunately won’t replace the staff at the DMV.

“Oh, yeah? You and what army? Oh, that army.” – Cicero

First off, the promises.

OpenAI’s® scribbled deals on cocktail napkins that will eventually result in laws prohibiting what they’re doing. As I mentioned in a previous post, they’re committing to drop $300 billion on Oracle™ over five years. That amounts to $5 billion a month, which is more than Taylor Swift makes in an entire year. Just kidding, but that $5 billion a month is a big number, since OpenAI only made $4.3 billion in the first six months of 2025.

OpenAI™ doesn’t have the money, of course, but, hey, it’s a bubble, so who is counting? They have stock, so if they don’t have cash, they’ll just give you stock.

What is OpenAI© buying with that cash that they don’t have? A gigawatt-scale data center orgy that’ll need more energy than Switzerland. Probably. Maybe. I’d need to know how many electric toothbrushes the Swiss use to be sure.

But, the problem is, nobody has built a gigawatt data center.

Ever.

Imagine the stock valuations! Follow me for more tips!

The biggest data centers today top out at maybe 100 megawatts, and that’s if the grid fairies are feeling generous. Take Stargate Abilene, OpenAI’s© “investment” with Oracle®. It’s supposed to hit 1.2 gigawatts, but right now?

They’ve got a puny 200-megawatt substation and some jury-rigged natural gas turbines that might squeak out another 350 megawatts if we can talk the Chinese into sending us the rare earth materials to make them.

Reality check: to run just this one location, they need 1.7 gigawatts total just to cover cooling and losses. And, it’s in Texas, which is not known for being a good place to keep stuff cold. They picked a climate where cooling the data center will be like trying to cool my nether regions in a sauna using a hairdryer.

And the power? Forget it. Transformers and substations take 2-4 years to build, and we’re fresh out globally. The article quotes some Bloomberg® wonk admitting they’re slapping together “not the really good” turbines because the premium ones have a seven-year waitlist.

Seven years! By then, those fancy Nvidia™ H100 GPUs will be as obsolete as Taylor Swift’s ovaries.

None of this is hyperbole. This is simple math: Taylor’s really getting up there if she wants to have kids. But back to the data center. Roughly, if you have a gigawatt of power that gets you maybe 700 megawatts of actual data center capacity after the universe’s entropy tax.

OpenAI® is pledging 6 gigawatts of AMD® GPUs by late 2026.

No way.

No sites have been picked, no financing has been announced.

No nothing.

It’s like promising to pay off the national debt by spending more so we make it up in . . . volume, yeah, volume discounts. Now, let’s spice it up with history, because nothing says “wealth wisdom” like learning from suckers who came before.

As I mentioned in the previous post, this is straight out of the dotcom collapse.

17 isn’t a big number, is it?

Remember Cisco™? Yes, they make good stuff, and they survived. But back in the year 2000, they were the kings of the internet pipe dream and they hit $69 a share in 2000 bucks. Yesterday, they were at $68.66, so on an inflation-adjusted basis, they haven’t ever returned to their 2000 peak. The world realized nobody needed that many routers to email “I can has cheezeburger?” cat pictures.

If that were it, we’d probably be okay. But Nvidia™ is now priced out at 8% of the entire valuation of the S&P 500. The “500” in S&P 500 means the largest 500 companies in the United States. And one company is 8% of it.

This is the highest share of any single company in the history of S&P 500. Ever. The top seven tech firms account for 34% of the S&P 500.

Should we worry about that? Nah. It’s not like private equity is running out of cash for all of these projects. Wait, what? They are, and lots of them are exiting so they have sufficient cash left to buy cocaine and OnlyFans™ girls to snort the coke off of.

The worst part is that the entire thing is so incestuous that it makes a Habsburg family reunion look positively eugenic. Nvidia™ invests $100 billion in OpenAI® which then invests some other imaginary amount of billions in a deal with Oracle© to buy data centers and stuff them full of Nvidia® GPUs. The result? The stock price of each of these companies increases.

This doesn’t look corrupt. At all. Ignore the man behind the curtain.

Economically? It distorts everything. One estimate was that AI infrastructure spending accounted for 92% of U.S. GDP growth in the first half of this year, all based on debt and soaring stock prices.

OpenAI’s projecting $200 billion revenue and $38 billion profit by 2030?

Cute. How do they expect to do that as their current business model is selling a dollar’s worth of computations for four cents? I guess they’ll make it up in volume?

Really, that’s not their bet. Their bet is that they’ll be the first to the prize: superhuman intelligence that will do their bidding. To be clear, if they got that, it might be worth it. For Sam Altman. Or for AI if it decides to go full Cyberdyne Systems and make Sam clean toilets.

A coincidence or a collapse?

But certainly not for you, and not for me. It would be an economic dislocation that would be the biggest in human history, even more than my divorce. If AI turns out to be real, actually disrupting the workforce like a drunk uncle at Thanksgiving, automating jobs left and right: boom.

Economic collapse. Trillions in productivity gains? Nope, it’s trillions in pink slips, ghost towns of cubicles, folks out of work, AI overlords hoarding the pie. I can see it now, French Revolution 2.0 with robot guillotines from RobotGuillotines.com.

But if AI’s the dud . . . hang on, what’s a dud in this context?

With the trillion plus dollars invested and the distortion to the economy it could be the most successful product in history and still be an economic wrecking ball. It it’s a dud, then all this investment?

Wasted.

Trillions vaporized on e-waste mountains, exec bonuses, and data centers that won’t be filled for the next century. This will drag down markets, pensions, and everyone eats ramen for the next decade.

C’mon buddy, you’ve got to earn that van.

If it works?

Collapse.

If it doesn’t work?

Money bonfire and depression.

Thankfully, in almost either scenario we will be able to avoid the real danger to society: Long John Silver’s®.

Finding Our Way Back To Wealth

“We’ll just double time it to your house, and grab the tickets before heading to the train station for the 3:45 to DETROIT! ROCK! CITY!” – Detroit Rock City

When they filmed one of the battle scenes for a Transformers movie in Detroit, they had to use half of the CGI budget to repair buildings.

Wealth.

It’s the golden goose that societies have all chased, but most forget where the eggs come from. I assure you it’s no longer Detroit, but we’ll get to that.

Spoiler: it’s not just the land, the trees, or the shiny rocks or sticky fluids underground. Sure, Saudi Arabia’s sitting on enough oil to lube up Oprah with enough left over for a dozen Kardashians, but without the brainpower to drill, refine, and ship it, they’d still be herding camels and wondering what a Ferrari is.

The same goes for North America. For millennia the fertile plains forests were untouched. It was a backwater until European misfits turned it into the world’s breadbasket and factory floor.

Wealth isn’t just stuff; it’s the ingenuity, sweat, and sheer cussedness of people making things happen. The dirt’s nice, don’t get me wrong, and someone, somewhere has to have it or else things would get mighty hungry might fast. Iowa’s black soil grows corn like it’s auditioning for a role in a Monsanto® ad as a glyphosate-absorbing sponge. Canada? Canada’s got enough timber so it could stack it up and reach the Moon. They also have nearly that many Indians.

Two peanuts walked into a bar. And that’s why Monsanto™ has to be stopped.

But Japan? Japan is a rocky island with zero oil, barely any farmland, and a tendency to shake like a wet dog every few years. Yet it’s a global powerhouse, punching well above the weight of its country’s size or population.

Why? The people.

Same with England, Singapore, Taiwan. No natural resources to speak of, but their folks figured out how to turn ideas into skyscrapers, cars, and microchips. Even Saudi Arabia’s oil wealth wasn’t something the Saudis turned into wealth. It was a group of Western engineers and wildcatters that turned that black liquid into gold.

Without them, the Saudis might still be sitting on a lake of useless sludge, arguing over whose camel was the best hump.

North America is the same story, minus the camel arguments. For thousands of years, the continent had everything: buffalo, forests, rivers teeming with fish. Yet, outside of some Mesoamerican skull-stacking enthusiasts in Mexico, it was dangerous and dirt-poor. Why?

Is a monk with wings an air friar?

That’s a big question, because just a few years later the Europeans showed up. They brought the tools, the technology, and most importantly the mindset to make the place a source of plenty. By the 19th century, the U.S. was feeding and arming half the world, not because the land changed, but because people did.

They built railroads, factories, and a culture that rewarded hard work over siestas and skull collecting. Wealth exploded.

For a while.

The GloboLeft thinks wealth comes from a magical printing press. Since the Soviet Union keeled over in 1991, the world has belonged to the U.S. dollar: print it, spend it, everybody loves it. But cash is most definitely not wealth: at best, it’s just a scorecard. Real wealth comes from production: making stuff, growing stuff, inventing stuff and developing a moral and trustworthy people.

But now we’re spending our wealth on things that actively destroy the system.

I did once get a three-foot ruler at a yard sale.

Take immigration. Please.

Unchecked waves of illegals, incentivized to cross borders with freebies? Not good. Legal immigrants who think that Western values are an outmoded suggestion that only naïve people would follow?

That’s not a workforce; it’s a drain.

Then there’s the family fiasco. Single-parent households are mostly moms with no dads. These mom-led houses represent 65% of black kids and 24% of white kids growing up fatherless in 2020.

The GloboLeft cheers this like it’s fEmALe EmPOwErmENt, but kids without dads are far more likely to drop out, do drugs, or end up in jail. That’s not building a trustworthy people: it’s building chaos. A stable family is like a factory for productive citizens: break it, and you’re churning out liabilities, not assets. This is yet another reason I keep banging on the “the family is the base unit of society, not the individual” drum.

In Oklahoma cowboys don’t roll joints – they tumble weed.

We actively pay people to not work. The Social Security Administration reports disability claims have spiked 20% since 2000, with over 8 million Americans on the rolls by 2023. Some are legitimate. Nobody’s knocking the guy who lost a leg in a mill accident (his name is Skip, by the way), but when “anxiety” qualifies you for a lifetime of checks, we’re paying people to sit on the couch instead of building bridges. That’s wealth destruction, plain and simple.

Healthcare? That’s another black hole. The U.S. spends 18% of GDP on it. $4.5 trillion in 2022. That’s more than any other nation.

Yet, we get crap for it. Life expectancy is flat, and obesity is up 40% since 1990. We’re not paying to make people healthier: we’re bankrolling a system that patches symptoms while folks chug Mountain Dew® and avoid treadmills. A healthy population works harder, lives longer, creates more, and is happier. A sick one? It’s a money pit.

All this anti-wealth nonsense is sold as compassion. Free money, open borders, no-fault welfare? It sounds warm and fuzzy until you realize it’s starving the engine that makes societies thrive. Wealth isn’t the goal. Wealth is the fuel for a happy, healthy, productive life. Without it, you get decay, both literal and figurative. Look at Detroit: once a manufacturing titan, now a ghost town because the focus shifted from making to taking, complete with a demoralized population.

Feel like no one gives a hoot about you? Try not filing your tax returns.

So how do we get back on track?

Stop pretending money equals wealth. Reward production. Cut the incentives for idleness; if you can work, you should. Fix families by making it easier for dads to stick around and reducing the incentives for women to break up a family for fun and prizes. Make being a whore shameful again.

Streamline healthcare to focus on prevention, not endless treatments – 30% or so of what will be spent on a human for healthcare during their entire lifetime is in the last year – wouldn’t it be better if their last decade was better?

And secure the borders—nations that can’t control their edges can’t control their economies. Almost every economic problem this country has is downstream of immigration.

Wealth isn’t in the dirt or the printing press; it’s in the people who turned dirt into crops, ideas into empires.

Let’s stop subsidizing sloth and start hammering out real wealth again. Otherwise, we’re just paving our roads with good intentions.

And we all know where that leads.

Hell, it leads to Hell.

Or Detroit.

Motorcycles, Gold, And Infinite Money

“I need your clothes, your boots, and your motorcycle.” – Terminator 2

Another? The Spanish Inquisition.

When I was in 8^th grade. I decided I wanted a motorcycle, a dirt bike that I could take back up on the Forest Service and BLM roads. This was before the Internet, and there were hundreds of miles of roads and trails . . . right behind my house. The best part was that no driver’s license was required on federal lands.

I announced I was saving up to buy a motorcycle at dinner. I had a few hundred dollars in my savings account that had been on receive-only mode for birthday and Christmas money since I was five. Ma Wilder became enraged, “You’ll do no such thing! Your uncle died in a motorcycle crash! Why buy one when you can use his?”

I kid.

With a goal in mind, I started saving everywhere I could, and within a month I’d managed to get a quarter of the way there to my goal.

To be honest, at least part of that money likely came from the illegal drug trade. I mean, why else would I find $50 in cash secured via a rubber-band to some suspicious oregano-looking substance in a Kodak™ film canister at the school?

I did the right thing, and turned it all in to the school secretary and after 30 days they gave me the cash. Shockingly, no one had showed up to claim that it was there, perhaps since possession with intent to distribute at a school was probably a pretty big deal back then.

No mention was made of the final disposition of the organic products, though the school staff seemed pretty mellow and called me Dr. Feelgood for the rest of the school year.

I won’t say I’m old, but I’m old enough to remember the stoned age.

Back then, money meant cash in a jar under the bed or something rubber-banded to a film cannister containing substances of unknown origin. It was tangible, untraceable, and not some glitchy app with a trendy name promising me riches if I swipe right on a meme coin.

Fartcoin, that makes sense as investment, right? It has to be more stable than Zitcoin.

If I were asked to describe the economy at the end of the third quarter of 2025 in on sentence, I‘d say: “Gold is glittering like it is auditioning for a role in Tarantino’s briefcase, and stocks seem to be high on their own supply.

Never invite a vegan bitcoin owner to dinner. (meme as found)

Let’s take those in order. Gold just hit $3,806. Per ounce. Let’s look closer at what could be causing this:

Part of it is because the dollar is cratering under a mountain of printed funny money. The other part is because central banks are whispering, “Screw the digital dollar, give me something I can bite.” The dollar is wheezing like Jerry Nadler (who is the number one search engine hit when I searched for “short fat democrat”) after a flight of stairs. The dollar is down 5% year-to-date against a basket of currencies. But gold? It is up 42% in the last year, because in 2025, we still haven’t figured out how to print gold.

Think about it: why hoard ones and zeros when you can stack bars?

Central banks from Beijing to Basel are buying gold like it’s Black Friday at Fort Knox. Yes, that same United States Bullion Depository which I’ve been told is still totally full and how dare you ask because why don’t you trust us? And let us be honest, gold is pretty, far prettier than staring at a ledger full of debt that your grandkids will pay off with their kidney sales to overseas oligarchs.

Remember: nothing says “economic stability” like elements that outlast empires. So, gold is up.

Bond quit as a spy and became a handyman – he was used to taking care of an Oddjob.

In other news this week, here’s the real clown show: Nvidia® just announced a $100 billion investment in OpenAI©, who will promptly funnel cash to Oracle™ for data centers, so they can buy . . . more Nvidia™ chips to power the data centers. I have no idea how this isn’t the definition of a Ponzi scheme, because it’s a feedback loop so incestuous it makes European royalty blush. I mean, they’d blush if those genes hadn’t disappeared along with their chins and ability to clot blood.

Nvidia©’s market cap?

$4.47 trillion, equivalent to 13% of the $37 trillion national debt. All so you can have ChatGPT®.

With this one weird trick, you can make your stock go up forever without any pesky customers. (meme as found)

Tell me this is not an asset bubble?

The S&P® 500 is up 22% year-to-date which is a “totally not a bubble ready to blow-off” number. I was pretty happy that my individual retirement account had beaten that. Genius investing? I wish. No. It’s just inflation, with everything from eggs to ETFs doing moonshots as money chases it around.

Nvidia™ is the poster child. I almost bought some in April when it was around $100. Today, it was north of $170. I’m sure that this is totally not a bubble built on recycled cash.

But it’s also not growth: this is a daisy chain of delusion, where pets.com© high-fives Alta-Vista™ and Cisco® into oblivion.

Sign me up.

Speaking of which, I having saved up a big chunk of money I was stuck at home on spring break. On Wilder Mountain, fourteen miles from the nearest town, that meant that after the books were read and the models were made, I had to do something.

On the north side of the house, however, there was a huge block of ice left over from compacted snow during the winter – in places it was two feet thick. I was bored. I poked around in the garage and found a five-foot-long iron rod, pointed at one end, about an inch and a half in diameter.

If you have never been in 8^th grade and so bored you decided to take a harpoon and smash ice for an afternoon, well, you’ve never lived. It was, actually, fun, especially kicking it out of the shadow of the house into the bright spring sunshine where it glittered and glistened as it melted away.

Okay, right, wailing, not whaling.

However, it had a weird impact on Ma Wilder.

She thought I was trying to help, not realizing I was just bored and being destructive in a socially acceptable way. She talked with Pa, and, proud of my industriousness, they offered to stake the rest of my motorcycle purchase.

So, don’t give up. If the Trump economic policy is thrashing around aimlessly breaking stuff hoping that something good will happen, then, heck, maybe we’ll all get motorcycles?

I mean, there are a lot of uncles, right?

Note: None of this is investment advice. Even though I’m having a good year, absolutely everyone is having a good year. I’m expecting the kid at the drive through at McDonald’s® to be giving stock advice soon. If you stake any of your financial future on advice from an Internet humorist, you deserve what happens to your portfolio.

H-1Begone

“India’s a black hole.” – World War Z

I have an account on X® but use it only intermittently. I follow a few accounts that make me chuckle, and also follow a few that I absolutely disagree with. Generally, on a usual day when I posted, a few thousand people seeing my posts was really good. They’ve changed the algorithm to the point where trolling really limits who can see you, so the fun I used to have with trolling the powerful just results in me being auto-muted for months.

That’s okay. Who cares how many people see my memes?

Well, on Friday something magical happened. I’ve been preparing another post about India and H-1B visas and so I have a folder full of memes. It was at that point that X™ erupted in a joyous spasm:

Trump had signed an Executive Order on H-1B visas. They hadn’t read it, but it was announced that every H-1B visa would require a payment of $100,000 each year as a fee.

Each year.

And it started now. Indians in India had to get back nearly immediately or they’d have to pay. Of course, those were later walked back, and now it’s a one-time fee for new applications, but it’s a start, and I think we should push for the annual fee, and include existing visa holders.

I was utterly amazed at the joyous party going on X™. I had underestimated two things: the first is the amount of nationalism still out there. I had expected it was somewhere around a third of the country. I think it’s over that now, maybe as high as 70%.

That’s wonderful.

The second surprise to me was just how quickly Indians had devastated their reputation in the United States and in the world. I’m pretty sure they’re now more hated than any other group. I’ve seen several polls that indicate a strong preference to getting legal Indians out over deporting illegal aliens.

Wow.

But it makes sense. Legal Indians oscillate between two states: utter contempt for everyone else and utter submission. Recently, they’ve been stuck on the utter contempt setting. And they hate white people and want us to die. Here are some examples of that:

They really despise the people that they fight to live near. Why, then, do they fight so hard to get here?

Because India is really awful. In the past, people used to think about India and think of how mysterious, mystical, and spiritual it was. Except now we have the Internet and known how awful it is. India is so bad that Indians hate India and other Indians and even being Indian.

But the fatigue has set in. People are very, very tired of Indians. Most importantly, women are getting tired of Indians. Indian men are at the utter bottom of the dating pool, and those single women (who tend to vote GloboLeft) are actually offended that Indian men think they have a shot with them.

This is good. Perhaps the false idea of “diversity is our greatest strength” is dying, and if Indians are responsible, well, great!

How you can help is by applying for H-1B jobs at JOBS.NOW. It’s easy, and each job application, if unfairly dismissed, can set you up for a lawsuit against the company. And, if they take the application and judge it meets the criteria, they can’t continue with the H-1B process and the foreigner will be sent home. There are even people who will help you file the complaint if you’re unfairly ruled out.

As our grads need jobs, I don’t mind sending them home. And most people in America seem to agree – my puny X© account got over 270,000 views in the last 36 hours.

Who says you shouldn’t drink and tweet?

I want to end this post with a thought: I feel no ill will to Indians in India. I hope that they do well, and turn their country from the hellhole that it is into a wonderful country. I hope they make India great.

By going back to and staying in India.

Things Are Not Alright

“Hey, business is business. You use a gun. I use a fountain pen. What’s the difference? Let’s put it in my terms: you’re in a hostile takeover, you snatch us up for some green mail, but you’re not expecting some poison pill to be running around the building, am I right? Hans, bubby, I’m your white knight.” – Die Hard

When the S&P 500 and the moslems merge, you really won’t be able to talk badly about the profit. (all memes as-found)

A recent study shows that young people, those under 40, are souring on capitalism.

According to the poll from Rasmussen released just last week, a whopping 62% of voters aged 18 to 39 think the economy is unfair to their generation. In a massive change from the Cold War generations, 55% are open to radical redistribution of wealth.

The kids are not alright with the system that built the iPhone® and the Tesla™

I don’t blame them.

I remember when I was a kid, capitalism was the golden ticket and was counterbalanced by soulless, heartless communism. And capitalism seemed like a good bet. Work hard, play by the rules, and you could climb the ladder, get the house, get a couple of cars and a few kids, and put your mark on the world.

Now?

The entry-level jobs that used to teach kids responsibility, grit, and how to deal with a bad boss are vanishing faster than my hairline. Back when I was a kid, we had jobs that ended up building character. McDonald’s®? That was for teenagers flipping burgers and learning that the customer is not always right, but the manager is always yelling.

Today?

McDonald’s© is for the 65-year-old retiree who needs a discount on his Big Mac™ to supplement Social Security. Sure, they might hire a kid, but only if the kid is over 20 and speaks three languages.

What about delivering papers?

Ah, this was the classic bike-riding gig where you dodged dogs and learned about early mornings. That job went the way of the dinosaurs when people started asking themselves why they were paying for someone to deliver them a small part of the Internet each day. Now, the desperate 45-year-old single dad with a rusty van delivers what is left, because kids on bikes? They don’t have cars and some might even still live with their parents.

And do not get me started on mowing lawns for local businesses. Try that today, and you will run smack into child labor laws, OSHA regulations, and corporate insurance policies that make hiring a kid riskier than skydiving without a parachute. One slip on a wet lawn, and the business owner is sued into oblivion.

The kid jobs, the training wheels of the workforce, are all snapped up by oldsters or, failing that, illegals. Want to pick apples on a farm? Sorry, buddy, the illegals have that covered, and they do it cheaper than a robot, unless you’re talking about the Juan Deere™ 4000®.

Or how about construction?

Same story. Hammers and nails are handled by folks who crossed the border with the same speed as a Black Friday shopper looking for buy one get ten free corn dogs and if tu no habla español, you’re not getting the job because that’s all the crew speaks.

And trades? Welding, plumbing, even semi-truck driving? Recent reports show illegals are flooding those fields too. Remember that scandal last month where trucking companies were busted hiring undocumented drivers en masse?

Who let this happen?

The CEOs, of course. They lobbied for loose borders so Paco could make tacos and Sikhs with mustaches could create semi crashes. It’s like inviting wolves to guard the sheep, but the wolves are telling the sheep how great the quarterly profits are going to be.

Fine, let’s skip the blue-collar path. Go to college. When I was a kid, that was the advice everyone gave, and it worked. Michael Lewis, the author who wrote Liar’s Poker, Moneyball, and The Big Short, graduated from Princeton®.

With a degree in art history.

Yes, art history, not finance or engineering. Before you could say “Van Gogh’s other ear,” Lewis was trading bonds at Salomon Brothers, raking in millions. Me? I had multiple job offers right out of school, and this was during a downturn when the economy was flatter than Sunday morning’s beer. College was a great idea.

But what has happened since? College has morphed into a debt trap sold as enlightenment and a four-year climbing wall party. Tuition costs have skyrocketed since the 1970s. According to data from the College Board® the average tuition and fees at public four-year institutions have increased by over 1,200% since 1980 when adjusted for general inflation.

That is not a typo.

In 1970-71, the average cost for in-state public college tuition was about $358 in current dollars. Today? Tuition is over $10,000 annually, and that doesn’t include room, board, booze, or broads.

Private schools?

Forget it: they have jumped from around $1,700 to nearly $38,000. A year, which is like paying Ferrari® prices for a Yugo® diploma. Universities are pricing education like it is bottled water in the Sahara and packing that money up and giving it to GloboLeft professors that hate you.

And student loans? These are not your grandpa’s loans; they can’t be discharged in bankruptcy, making them worse than indentured servitude. We hand these toxic deals to our stupidest (young) people, and watch them drown in debt averaging $30,000 per borrower.

Oh, and the job market?

CEOs love importing infinity H-1B Indians to snatch tech jobs at slave wages, cratering salaries for Americans. Want to code?

Good luck competing with a workforce willing to live in vans down by the river. And if you are white? Navigate the DEI gauntlet first, where Indians hire their own and call you racist if you notice.

The CEOs? They love this, or it wouldn’t be this way. Period.

Capitalism is not a suicide pact. This version, devoid of morality and family focus, is exactly that: a thin veil over quarterly profits at the expense of everything else. Even small changes make a huge difference. Kentucky’s new shared custody law has already slashed divorces by 25 percent, just by making shared custody of kids the presumption. Imagine if we removed alimony, child support mandates that incentivize divorce, and welfare traps that break families?

That would be a real family-friendly policy, not this nonsense where the state plays dad and mom can divorce for fun and prizes.

And the CEOs?

If they knowingly hire illegals, ship them to jail. Let them flip burgers for real when they get out. If they push H-1Bs, force them to relocate to Calcutta, since that is what they are turning America into: a third-world call center with first-world prices.

So, why are kids turned off capitalism?

Because it has been hijacked by the very people who should be its stewards.

The Rasmussen poll nails it: 36 percent of young voters are struggling financially, and 76 percent want government to nationalize major industries if it means fairness. This is a warning shot that is leading to failing governments across the world right now, from Nepal to France to Argentina.

We can fix this.

Deport the illegals flooding jobs, kill the H-1B program, make college affordable again allowing student loans to be discharged in bankruptcy so silly degrees won’t be financed, and prioritize families with rule changes that discourage splitting up.

Restore the dream where a kid can mow lawns, go to college without debt slavery, buy a house, and raise a family without the system screwing them at every turn.

Politicians ignore this at their own peril. The managers (the people) are yelling.

Cash, Hot Chick Memes, And Gold

“Good night, sweet maiden of the golden ale.” – The Fellowship of the Ring

She got pulled over, and the cop asked, “Whose car is this, where are you going, and what do you do?” Her answer: “Mine.”

The economy is currently a carnival funhouse rollercoaster: interest rates are climbing like a squirrel on espresso, the Federal Reserve® is promising cuts, and the U.S. Treasury is issuing bonds 30-year bonds that are paying a higher interest rate than they have since the 2008 crash.

Meanwhile, central banks around the world are ditching those same Treasuries and buying gold, and the kids? They can’t get jobs.

I think we might want to buckle up, because this carnival rollercoaster might be bumpy.

The U.S. 30-year Treasury yield hit 5% today, a level not seen since the 2008. You’d think with the Fed™ signaling rate cuts, yields would chill out and drop like the mood of the Prime Minister when he’s confronted with all those pesky English and Scots he hasn’t replaced yet.

Nope. Interest rates are spiking like a 35-year-old guy who identifies as a middle school girl volleyball player.

What’s gray, has spikes, and runs around a field? Barbed wire.

Why?

The Treasury is flooding the market with bonds to finance a national debt that has ballooned to $37.3 trillion. The Treasury issues the bonds, and buyers (think mutual funds, foreign central banks, and the Fed® itself) are supposed to snap them up. The problem is, supply of these bonds is growing faster than a vegan’s tears at a butcher shop.

When nobody wants bonds because there are so many of them, they’ve got to sweeten the deal with higher yields or make the Fed© buy them. People don’t trust the future value of the paper, so they require a higher interest rate to take it. That’s basic supply and demand. But here’s the kicker: the Fed’s® still printing money like it’s auditioning for the “irresponsible German bank” part in a Weimar Republic reboot.

The U.S. money supply (M2) is growing at about 5% a year, pumping roughly $1 trillion into the system annually. With bonds looking as appealing as a moldy sandwich, where’s the money going?

My maid doesn’t get tired, she gets sweepy.

Two places: gold and stuff. Real stuff, like oil, copper, or steak.

Central banks aren’t idiots, despite what their hairstyles suggest. They’re dumping Treasuries and hoarding gold like it’s the last Twinkie® in a zombie apocalypse. Gold prices are up 2% the day after Labor Day (for you foreigners, Labor Day is the one day in the year that women are legally allowed to give birth in the United States).

Why? Gold remains a hedge against chaos, and with geopolitics shakier than a Jenga© tower on 9/11, it’s no surprise. Central banks from China to Switzerland are stocking up, signaling they trust shiny metal more than Uncle Sam’s never-ending stream of Everlasting Gobstopper© IOUs.

Then there’s oil. Prices are climbing reflexively, at a time when oil prices (and gasoline prices) normally go down a bit due to the end of northern hemisphere summer driving season. When cash is flooding the system and bonds are a hard pass, investors pivot to tangible assets. Gold doesn’t default. Oil keeps the trucks moving.

Treasuries?

They’re only as good as the government’s promise not to go crazy and fill piñatas with them. With deficits soaring, that promise is starting to sound like a drunk uncle swearing he’ll “pay me back next week”.

But the blindfold helped, they said.

Rising rates are usually bad news for stocks. Why? Companies live on debt. That cheap borrowing fuels expansion, stock buybacks, and those swanky CEO jets. When rates climb, borrowing costs spike, squeezing margins like a python on a parrot. Every S&P 500 company has a line of credit, because if they’re not in debt, some Wall Street shark will swoop in, use the company’s own assets as collateral, and buy it out faster than you can say “beveraged luyout.” Higher rates mean higher hurdles for profits, and markets hate hurdles more than a couch potato hates a 5K.

Yet, the market’s been elastic, bending without breaking because most of those dollars printed end up in the hands of the companies that make up the S&P 500. The S&P 500 is near all-time highs, shrugging off tariff tantrums and rate spikes like it’s no big deal.

But markets are funny: they stretch until they snap. This time, I’m sure it’s different. (Cue the Seinfeld laugh track.) The last time everyone thought markets were invincible, we got 2008. Don’t bet on “different” when history has proven to have a mean right hook.

One pirate I know got his hook at the second-hand store.

But at least unemployment is low, right?

Sure, if you’re a boomer with a corner office. The headline rate is 4.2%, but for 16- to 24-year-olds, it’s over 10%. That’s not “low”; that’s a generation stuck flipping burgers since 60% of new college grads aren’t employed. The “quits” rate—how often people ditch their jobs—is at a five-year low, meaning kids aren’t leaving because they know there’s nothing else out there.

A soft labor market plus rising rates? That’s a recipe for stagflation, not growth. No wonder Gen Z’s more interested in crypto scams and video games than climbing the corporate ladder.

So, where’s this economic rollercoaster headed?

The Fed© is in a bind. They’re being pushed to cut rates to juice the economy, but inflation is still hovering near 3%, and it’s flexing upwards.

Keep printing money, and inflation could roar back like a drunken ex with a cell phone at 2am. Raise rates too fast, and you choke the economy, spiking unemployment and tanking stocks. Meanwhile, the Treasury is issuing bonds like they’re piñata stuffing, but buyers are scarce. Foreign central banks own $8.7 trillion in Treasuries, but they’re pivoting to gold because it’s the only central bank holding that’s appreciating.

This all points to a reckoning.

Printed greenbacks are flooding in, but it’s not going to bonds—it’s chasing gold, oil, and maybe that Bitcoin your nephew won’t shut up about while not yet fleeing from the S&P 500, who will end up getting the cash anyway.

Superman® does have a cousin without superpowers. Poor Norm-El.

Markets might keep bending, but history says they will eventually break. It could be a slow bleed, like the stagflation of the 70s, or a sharp crash, like 2008. Either way, the government is spending like a toddler with a sugar high and a credit card, and the bill will eventually be paid by the borrower.

Or the lender.

I worry that we might be seeing an economic rollercoaster, but that’s still better than the most powerful carnival ride: the merry-go-round.

It has the most horse power.

Disclaimer: I am not a financial advisor. You would be foolish to trust me for financial advice, since I have taken my own advice many times and based on the results I consider myself a sketchy source on my best day, so you should talk to someone who knows more about it than an Internet humorist, even though I’m currently sober. Currently. As far as you know.

Living In The Past: The World War II Hangover

“This watch I got here was first purchased by your great-grandfather during the First World War. It was bought in a little general store in Knoxville, Tennessee.” – Pulp Fiction

Iran is stuck between Iraq and a hard place.

Every group has a story that defines them: the myth, the memory, the moment that crystallizes who they are and what they value. For Christians, it’s the Crucifixion and Resurrection, the ultimate sacrifice and triumph of life. For the Chinese, it’s the Century of Humiliation, a wound that fuels their drive for global dominance. For Three Stooges® fans, it’s the seismic shift when Shemp replaced Curly, forever splitting the purists from the heretics, and don’t even get me started on the anti-Curly, Joe Besser.

But for too many groups the Second World War is the foundational story, a crucible that forged their modern identities. And for most, it’s a scar that still festers, shaping their worldview in ways that are often more curse than blessing like the time I found a genie but didn’t get a wish because I rubbed him the wrong way.

Let’s start with the United States.

For the United States, WWII cemented the idea that big government is the ultimate and best problem-solver and has our best interests at heart. The war effort, which would have cost $4.1 trillion in today’s dollars, mobilized industry, science, and bureaucracy like never before, birthing the military-industrial complex that Ike warned us about. I hear JFK was going to work on that, but they changed his mind.

Biden’s final executive order: “Purple crayons will now taste like grapes.”

The lesson of the war was simple: if you throw enough tax dollars and central planning at a problem, you can save the world. Never mind that the failed New Deal had already disproved this; WWII made it gospel. Blacks can’t read? Throw money and central planning at it. Poor people keep doing the things that made them poor? Throw money and central planning at it. Women complaining about . . . whatever? Throw money and central planning at it. The result of all this was the United States giving DEI grants for difficult tasks, like breathing.

The war also taught Americans that war is noble when the British say so. Pearl Harbor was the trigger for the entry of the United States, but Britain’s pleas for aid via Lend-Lease pulled us into Europe’s mess for the second time in a generation. Post-1945, the U.S. embraced its role as the world’s foremost military power and world policeman, from Korea to Kabul, with a budget to match, spending trillions to give democracy to those that don’t care about it.

Another lingering ghost: the myth of the “Greatest Generation,” implying every war since is just as righteous, no matter the cost in blood or treasure. This is the same generation that voted in all of Johnson’s Great Society crap, and the generation you can thank for the Hart-Cellar Immigration Act of 1965. Our victory in World War II blinds us to overreach, ballooning debt, and the erosion of liberty at home as the state grows ever fatter.

My friend’s grandfather killed six Germans on the beach at Normandy. It’s not as heroic as it sounds: he did it last week.

Moving across the sea to Bongland, where they have a big tower that goes “Bong” every hour, Britain’s WWII story is one of defiance. The “stiff upper lip” against Hitler’s bombs during the Blitz, with Churchill’s speeches rallying a nation under siege. But the war’s cost, $120 billion in debt, 450,000 dead, cities like London and Coventry in jumbled rubble all askew like Yorkshireman’s teeth, broke the back of the Empire.

The foundational lesson twisted: instead of pride in survival, Britain internalized a twisted guilt, spinning off colonies that weren’t quite ready to govern themselves like India and Nigeria faster than you can say “Commonwealth.”

Worse, the “we’re all in this together” myth morphed into a masochistic anti-colonialism, where importing millions of non-British migrants became a moral crusade to atone for empire, starting with the H.M.S. Windrush bringing hundreds of non-British to Great Britain to keep wages down. The result? A cultural identity crisis, where “Britishness” is now a dirty word, and cities like London are less British than Bombay was in 1850. The war taught Britain to survive, but it lost its soul. But, hey, think of all the great food!

Stop spreading the lie that moslem women have to wear the hijabs. It’s their choice – they can also be stoned to death.

Germany got it the worst, or wurst: their national policy became self-hatred. Germany’s WWII story is Hitler and defeat, a double blow that turned national pride into a mortal sin and Hitler into a replacement for Satan. The war toll of German death and destruction: 5.3 million military deaths, 2 million civilian, cities like Cologne and Dresden reduced to rubble or ash was compounded by the framing of Germany as the sole reason for war.

The foundational lesson? Germans can’t be trusted with power or tanks or a sense of humor. Post-war, this bred an anti-nationalism so intense it’s practically policy. Germany’s “Vergangenheitsbewältigung” (reckoning with the past) demands eternal penance as if this was a racial punishment where current Germans who in no way were responsible for World War II have to take the blame.

Foot fetishes are on the rise in Germany, probably because of the smell of defeat.

The result? Immigration surged, with 20% of Germany’s population now foreign-born, often seen as a way to dilute the “German” identity that led to 1939. The war’s shadow stifles dissent: question migration or EU mandates, and you’re a Nazi and your entire political party might be banned. This self-hatred paralyzes Germany’s ability to act decisively, even as its economy stagnates and its culture frays.

For Russia and/or the Soviets, World War II was the triumph of the iron fist. For the Soviets, the Great Patriotic War was proof the Soviet system worked. Despite 27 million deaths (8.7 million military, 19 million civilian), the Red Army’s push to Berlin showed that the sheer scale of production of hundreds of thousands of crappy tanks and endless conscripted bodies could crush any foe. Stalin famously removed seat padding from the T-34 after finding the average lifespan of a T-34 in combat was only a few minutes.

The foundational lesson they learned? Central control, especially when done with brutality, gets results. Stalin’s paternalism became Putin’s playbook: the state over individual, quantity over quality. Post-war, the USSR’s occupation of Eastern Europe and refusal of Marshall Plan aid cemented this mindset. Even today, Russia’s drones are glorified T-34s—cheap, mass-produced, barely competitive, but there are thousands of them. The war’s myth of invincibility fuels Moscow’s paranoia and aggression, from Ukraine to cyberwars, while its economy limps along on vodka, oil, duct tape, and nostalgia.

I guess those are all tank tops?

World War II was a cataclysm. 70-85 million dead and borders were changed as if they were drawn by a hyperactive kid with an Etch-a-Sketch™. For the U.S., it birthed a bloated state and a messianic complex. For Britain, it turned pride into shame. Germany traded nationalism for self-loathing. Russia doubled down on authoritarianism. And, although we didn’t go into it, World War II is the singular foundational event for modern Jewish people, which is why they treat it with religious reverence and questioning any aspect of their narrative is treated as heresy.

The U.S. got off the lightest: our homeland unscathed, our economy booming post-war, but we’re chained to the idea that we must police the globe for some reason. For the others, the scars are deeper, twisting their cultures into knots of guilt, paranoia, or apology. These foundational stories aren’t just history, they’re shackles.

Maybe it’s time to write new stories, before the old ones drag us all into another war, or the anti-Curly returns?

A Tale Of Two Koreas: Dystopia On The Half-Shell

“From what I hear, which isn’t much, Iran financed it and North Korea supplied the bombs.” – Jericho

North Korea shows off it’s newly developed portable Internet device. (All memes as-found)

Imagine living in a Korea where:

a small group of corrupt elite wield godlike powers over the government and citizens,
kids work in factories at the age of less than 10, or, toil in school for up to 18 hours a day to study for a chance to please that same elite who control the entire country,
most non-elite live in drab, gray (or is it grey?) apartments with the main view of . . . other apartments,
adults work long hours in a job that mainly serves to feed the elite,
the fertility rate is 0.78, meaning life is so awful that parents don’t want to bring babies into it, meaning the population will be cut by more half each generation, and
the kids listen to K-Pop.

Yeah. South Korea.

You know, I know people love to call certain places hellholes while praising others as shiny beacons of progress, mainly due to one being capitalist and one being communist.

I get it. I hate communism, too.

I had a horrible dream last night that Artificial Intelligence controlled our lives, and then, thankfully, the alarm on my Alexa® went off and woke me up and then Alexa® went through my to-do list.

But what if I told you that sometimes the “better” option of capitalism is just a prettier prison?

In South Korea, a tiny cabal of families runs the show like they’re the Sopranos, but with better electronics, worse haircuts, and no fear of the FBI. These aren’t your average mafia dons; we’re talking about chaebols. Chaebols are massive conglomerates that have tentacles that extend all the way through all parts of society, like the corporation you work for owning your fridge, car, and your grandma’s pacemaker.

Take the Lee family at Samsung®: they’re not just peddling phones with spyware straight from the NSA, nope. In South Korea, they have fingers in everything from shipbuilding to life insurance to health care to construction to hotels in about 80 different companies that comprise about 22% of the South Korean economy.

Hell, if you sneeze in this country, there’s probably a Samsung tissue waiting to catch it. And when Daddy Lee gets nabbed for bribery and attempted bribery (again), does the empire crumble?

Nope, Lee Junior slides right in.

Is the guy who does security on Samsung™ phones the guardian of the galaxy?

Then there’s the Chung clan over at Hyundai®. These folks don’t just make cars. Nope. Hyundai builds cities, runs banks, and probably have a secret lab cloning K-Pop idols, Gangnam-style.

Power gets handed down generation to generation, and if there’s a whiff of scandal? Poof, it vanishes faster than a North Korean dissident.

Embezzlement?

Tax evasion?

Those are just another boring Tuesday for these overlords. They operate above the law, pulling strings in government like K-Y® covered puppet masters at a marionette orgy (I’m sorry I thought of that, but now you have to think of that, too).

I don’t know how to stop a killer sex bot, but I do know how to stop a hand puppet: disarm it.

These huge conglomerates eternal, sucking up wealth while the average South Korean fights over scraps. Capitalism is great at building stuff, sure, but when it goes full oligarch, it’s like giving all the Monopoly® money to the banker (drunk Aunt Betty) and listening to her tell everyone else to enjoy passing Go© without collecting $200 and then it’s the Thanksgiving from Hell and Uncle L.T. won’t stop talking about golf.

Excuse me. Some past-life trauma.

I’m not against wealth concentration when it comes because people created actual wealth in society. I think people should be rewarded for making the lives of others better. But South Korea? The top families make money because they control all the pathways of wealth creation and the government.

I’d bet they’re gonna make a move on religion, next.

Bold statement time: capitalism alone doesn’t equal freedom; and in South Korea it is just feudalism (which, I remind you, was also capitalism) with neon-colored LED lights.

And it gets worse. What really inspired me to write this one was about the kids. The South Korean economy is a beast that demands blood sacrifices, starting young. Kids are out there hustling like they’re in a Dickens novel, but instead of cleaning chimneys, it’s cram schools that make American homework look like recess.

I’d make a joke but I want to be seen as mining my own business.

For the grown-ups, it’s worse: 60-80 hour weeks are the norm, turning humans into zombies shuffling through cubicles. Monotonous? Try soul-crushing, like being stuck in the Matrix but without the cool kung fu and hot chicks in skin-tight latex. Adults are coding, welding, or staring at screens till their eyes cross, all for a paycheck that barely covers rent. And that’s the lucky ones – the effective unemployment rate flirts on a regular basis with 25%.

And speaking of rent—everyone’s jammed into these towering commie-blocks, gray slabs of despair that make Brutalist architecture look inspiring. Check it out on Google™ Maps© Streetview®. It’s like The Sims® but with new Depression Mode enabled: tiny apartments where families stack like cordwood, dreaming of escape but too exhausted to move.

The place where it gets really grim is that they’re working themselves to death. South Korean birthrates are in the toilet, flushing away the future one non-existent kid at a time.

It takes 2.1 kids per woman to keep a population stable. In South Korea, it’s 0.78 kids per woman. In about 100 years, that might mean that instead of 55 million serfs potential employees Samsung® might only have a just a few over 7.5 million left.

This isn’t sustainable; it’s societal suicide by spreadsheet.

You know what jokes about low birthrates aren’t? Childish.

Everyone thinks it South Korea is all Squid Games and high-speed internet, but peel back the veneer, and it’s a dystopia where families (well, not all families) get ground to dust. Sure, they’ve got flashy tech, but at what cost?

Their souls, apparently.

Now, let’s cross that fortified border to the hermit kingdom of North Korea, where the dystopia’s got a different flavor but the same aftertaste of oppression. Point by point, because why not?

Corrupt Clique in Charge: Instead of chaebol families, it’s the Kim dynasty. Power passes from Kim to Kim like a Habsburg chin. Voting? You don’t vote on a living god. The elite live like it’s a South Korean oligarchy, but make theirs communist, so, uniforms and marching and Soviet-tech. So, tie.
Economic Shackles on Steroids: Child labor? Oh yeah, but it’s “patriotic duty” with Nork kids harvesting crops or building monuments to Stalin instead of studying like their southern counterparts. The system is a joke, with rations so meager you’d think calories were capitalist spies. Families toil in state farms or factories, nukes, missiles, and spare MiG parts while the Kim family imports Twix® and Coors™. The South doesn’t have death camps, but I’m not sure if that’s good or bad at this point, so, tie.

This definitely hurt the North’s score.

Soul-Sucking Slog: Just like being at the Democratic National Convention, life in North Korea is a parade of propaganda and forced smiles, living in actual commie-blocks that crumble like the regime’s promises. Monotonous work? Try endless marches and indoctrination sessions. It’s like 1984 but with worse food even than English food. I’ll give this to the South, since they come here from time to time, and I’ve never had a North Korean visit.

What is this, a school for ants?

Birthrates Below Replacement: Around 1.9 kids per woman, much, much better than the South, so eventually there will be more Norks than replaceable Samsung® assets. Besides, who wants to raise a family when Junior might rat you out for humming the Brady Bunch theme? This one goes solidly to North Korea.
K-Pop Equivalent? Nope, just state anthems praising the Dear Leader. I’ve got to give this to North Korea.

If black people move there, will they make K-Rap?

Point total? To the North.

Okay, if I had to pick, I certainly wouldn’t pick the North, but let’s be honest, the South is awful as well. I’ve been trying to make this point again and again: capitalism is an economic system, and it’s only a useful economic system if it generates wealth and supports families. When capitalism captures the systems of government the people begin to look like property, exactly like people look to communists. In Korea, people are either cogs or convicts.

The Founders didn’t mention capitalism or socialism, they just turned people loose with guns and a few rules and let them figure it out. In the West today, business wants to import foreigners to become better cogs, and the GloboLeft wants to import hordes of foreigners who are used to their government treating them like convicts.

Though on the bright side, my Samsung™ phone has lasted for years . . .

The A.I. Bubble: Two Outcomes

“The ban on research and development into artificial intelligence is, as we all know, a holdover from the Cylon Wars.” – Battlestar Galactica (2004)

When I asked my mom if I was ugly, she said, “I’ve told you not to talk to me in public.” (All memes as found.)

I remember the dotcom bubble.

Back in the late ’90s, everyone was throwing cash at anything with a “.com” slapped on it. Anything. Take Pets.com™, which had the idea that they could take orders for dog food online and that would lead to them being worth a trillion dollars. Instead? They spent $11.8 million on ads which resulted in $619,000 of total sales. But wait, there’s more! Their business strategy was to sell their products at 30% of what they paid for them!

Genius! I suppose they thought they could make it up on volume?

That’s just one example, and there are thousands of companies that burned through money like cocaine-addled chipmunks going through nuts. Billions of dollars vanished, but hey, at least we got Jeff Bezos managed to get a slightly used wife out of it.

Fast-forward to 2025, and we just may be in Dotcom 2.0: the AI edition.

This time, it’s not websites filled with dancing hamsters. Nope. Data centers are sprouting like marijuana in a Colorado hippie’s backyard. Chipsets are piling up like Indians in Canada. The spending is insane on this bubble, and if history’s any guide, the pop could echo for decades.

The source of this frothy mess?

Massive investments in AI infrastructure. In the first half of 2025 alone, spending on AI data centers and related gear added more to U.S. GDP growth than all consumer spending combined. This is about $75 billion from AI infra versus $69 billion from folks buying lattes and lawnmowers.

I tried to get the lid of my pen for ten minutes. Nothing was working. Then it clicked.

That’s right: Big Tech’s server farms are propping up the economy more than shopping. Companies like Microsoft®, Google®, and Meta® are pouring trillions into building these behemoths, buying up NVIDIA® chips like they’re the last Twinkies® in a zombie apocalypse. It’s not just servers; it’s cooling systems, fiber optics, and enough wiring for George Bailey to finally lasso the Moon.

Why?

Because AI needs compute power like a teenager needs a cell phone: continually and without gratitude.

So, how long can this bender go on before someone yells “last call”?

Analysts are projecting explosive growth through 2030 but they also told people that Pets.com® made sense. Bubbles don’t burst on schedule, they pop when reality bites. McKinsey estimates we’ll need $6.7 trillion worldwide by 2030 just to keep up with compute demands from the various AI products, while the global AI data center market is forecasted to balloon from $236 billion in 2025 to $933 billion by 2030, growing at a scorching 31.6% yearly.

Where will the power come from? 10 gigawatts of new data center capacity will break ground this year alone, with construction at record levels and power transmission delays stretching to four years in some spots.

Before electricity, were people sentenced to death in the acoustic chair?

Let’s extrapolate this:

If spending keeps doubling every couple of years, as it has since ChatGPT lit the fuse, we’re looking at a timeline where the frenzy peaks around 2028-2030. By then, data centers could consume as much electricity as Gavin Newsom’s blow dryer, and the supply chain for chips and rare earth metals starts buckling.

Analysts predict data center power demand surging, but what if AI hits diminishing returns? We’ve seen it before: the dotcom buildout assumed infinite internet growth, but when the stunning genius of selling products for 70% less than you bought them for didn’t pay off, the house of cards folded. Rapidly.

If AI doesn’t deliver massive productivity gains or the company can’t figure out how to make it up on volume, investors pull the plug. My guess? This bubble could inflate for another 3-5 years, then deflates when ROI reports come in looking like a kid’s lemonade stand profits for some companies.

Salmon don’t watch cable TV. They prefer streams.

It’s not just the data centers themselves; the ripple effects are creating mini-bubbles in related bits of the economy. AI’s thirst for electric power is turning it into the new oil. The International Energy Agency projects global data center electricity demand more than doubling by 2030 to 945 terawatt-hours, enough to power Australia several times over if they ever figure out electricity.

This means billions funneled into new power plants, grid upgrades, just to keep the lights on in these silicon sweatshops. Utilities are scrambling: nuclear restarts, solar fields the size of small states, and even deals with fusion startups that sound more sci-fi than spreadsheet. This is trillions spent on infrastructure, from transmission lines to cooling systems that guzzle water like a camel in the Sahara. If the bubble bursts, we’re left with ghost grids and stranded assets, much like the fiber optic cables buried post-dotcom that still haunt telecom balance sheets.

What do a ring, a baby, and a threesome have in common? None of them are going to save a relationship.

What happens if AI reaches its mature end-state? We’re talking Artificial General Intelligence (AGI) where machines that can do any intellectual task a human can, not to mention Artificial Superintelligence (ASI), where they outthink us like we’re Mexican mall lawyers trying to fix a copier.

Some whisper we might already be there, with models like Grok™ or whatever OpenAI®’s cooking up blurring the lines. But assuming we hit it soon, the economy does a backflip.

In the AGI/ASI world, productivity explodes: AI handles everything from coding to curing cancer, slashing costs and boosting output.

But jobs? Poof.

Hey, let’s see it take a 15 minute coffee break.

Economists at AEI outline scenarios where AGI displaces masses of workers: truck drivers, lawyers, artists. Optimists say it will augment humanity, creating new gigs in “AI wrangling” or whatever.

The dark side for this case: inequality skyrockets. A few tech overlords own the AIs, reaping trillions, while the rest scramble for UBI scraps.

Civilization-wise, it’s transformative: endless innovation, but if ASI “solves” economics without humans, we enter a post-scarcity utopia . . . or dystopia, where labor is worthless and purpose is a luxury.

If we’ve hit AGI/ASI now (debatable, but let’s play along), the bubble accelerates short-term as companies race to integrate, then crashes when overcapacity hits. Data centers become obsolete overnight if ASI optimizes compute down to a laptop. The fallout? Trillions in sunk costs, like building railroads right before cars took over.

Scooby Doo® taught many kids that if they smoked enough pot, their dog would talk and help them look for snacks.

If AI fails (and there is no sign of this) we end up in, at least, a dotcom-style recession.

At least.

If AI succeeds, in the best case we end up in a strange, post-scarcity world, but a world that hardly needs us.

I guess we could make it up on volume?