D.T. Frankly
Working to understand and identify geopolitical, economic and systems convergence. This work can be focused for-hire on your portfolio or context to improve performance and reduce risk. contact@dtfrankly.com
recently:
- US Macro Outlook 2026
- Retirement Deflation through Shadow Banking Exposure
- How Trillions in Maturing Debt Transition the Financialization Era
- The Greenland Setup: What You’re Actually Watching
- Andrew Ross Sorkin Is Right About 1929 – And Wrong About 2026
- Persia’s Return: How 2,500 Years of Civilization Are Reclaiming Iran
- When Infrastructure Can’t Keep Pace: Financial Analysis of Digital Realty Trust’s California Data Center Portfolio and Covenant Implications (Research)
- Reading the Signals: Why the Taiwan Strait Is Moving Toward Crisis
- USD Primacy: The Fed’s Unchanging Choice
- When the Plateau Ends: China’s Path to May 2026
- The AI Plateau: Where Economics Meet Real Use
- Xi Jinping's Retirement Signal: What the Victory Day Parade Really Meant
- China’s Victory Day Parade: Strategic Legacy and Succession Positioning
- Economic Momentum and Realignment Across Iran, Russia and China Transforming Eurasia
- AI Infrastructure: The Railroad Pattern Repeats
- Alaska Strategic Theater, Planned Escalation: Why Coordinated Demonstrations Were Always Inevitable
- The Big Mac Fantasy World: Economic Mispricing from Remarkable Discounts
- Who is Israel and what does it want to be? How a Constitution would lead to solutions.
- AI Business Model Sustainability: Mathematical Constraint Analysis for Strategic Planning
- AI Infrastructure Constraint Optimization: Strategic Intelligence for 2025-2035
- Purim and Iran-Israel Crisis: 2500-Year Pattern Analysis
- Strategic Reality: America Is Not a Hegemon
- The Demographic Crisis