Category: Engineered Crisis

U.S. Capitol building at night in September 2025, symbolizing the engineered constitutional crisis of a government shutdown.

The looming shutdown is more than budget drama. It’s a lever that can rewire power inside Washington, stress‑test U.S. governance, and reshape perceptions abroad. We map the catalysts, explain how a shutdown can operate as a deliberate strategy, outline the incentives to keep it going, and connect the dots to our long‑horizon Scenario 4.

Global power transition: Chinese President Xi Jinping delivering a video address to the UN General Assembly in 2025, highlighting China’s climate pledge.

The past 24 hours have delivered several high-impact headlines across geopolitics, climate, domestic unrest, and grand strategy. We give a curated review of what matters — with implications for how each event connects to our four global scenarios and six core investment themes.

Rise of the USA as global hegemon: Yalta summit in February 1945 with (from left to right) Winston Churchill, Franklin Roosevelt and Joseph Stalin

The United States emerged from World War II with unprecedented power. In 1945 it produced nearly half of global GDP, controlled three-quarters of the world’s gold reserves, and possessed a nuclear monopoly. The dollar, fixed to gold at $35 per ounce, became the backbone of the Bretton Woods system. American factories built 75% of the