All Strategy Notes

The Architecture of Asymmetry: Indicators of a Capturable State

Oct 26, 2026

A framework for examining when formal sovereignty coexists with an economic and political architecture open to concentrated financial control.

Waste Is Not Feedstock: Where the Plastic-Recycling Business Actually Begins

Oct 26, 2026

The world has no shortage of discarded plastic. The industrial challenge is turning it into material that manufacturers can use and buy with confidence.

The Market That Fooled the Headlines

Oct 26, 2026

A public late-month audit of MidLincoln Research October country, sector and macro strategy

The Robot Pivot: How China Is Replacing Its Workforce Without Replacing Its People

Oct 26, 2026

China is trying to turn a fading demographic dividend into an automation dividend

The Robot Economy: A Map of the Companies Building Physical Automation

Oct 20, 2026

Capital is spreading across robot brains, bodies, hands and specialised machines

The Mines Behind the Silk Road: Central Eurasia’s Gold Belt

Sep 28, 2026

A historical introduction to MidLincoln’s gold-sector reports on Central Asia and the Caucasus

When Nash Designs a Planning Bureau

Sep 20, 2026

The allocation economics of the Primechain experiment

The Man from Earth: A Witness to the Unraveling

Sep 15, 2026

Jerome Bixby, epoch change, and the strange energy hunger of artificial intelligence

The Obituary for Inclusive Capitalism

Sep 14, 2026

Institutional capital is retreating from the frontier. Local capital is following it out.

The German Hunting Terrier and the German Mirror: A Personal Reflection

Jul 13, 2026

A personal reflection on instinct, civilization, Germany, reunification, and the constraints that keep power on a leash

A Season of Echoes: Truth, History, and Unease in Fargo Season 3

Jul 07, 2026

Truth, historical memory, and the unsettling ambiguity of Fargo Season 3

MidLincoln View: The Privatization of Infrastructure

Jul 06, 2026

Why Governments No Longer Monopolize Frontier Investment

MidLincoln View: The Next Economy Is Human

Jul 06, 2026

Why Capital Is Moving from Machines to People

MidLincoln View: When the Rules Changed

Jul 06, 2026

How Politics, Geography and Money Are Reshaping Global Markets

MidLincoln View: Five Civilizations, Five Ways to Allocate Capital

Jul 06, 2026

How America, Europe, China, India—and SpaceX—Are Competing to Define the Future

The Global Wellness Economy:

Mar 03, 2026

Capital Structures, Exit Pathways, and Venture Concentration

Global Fixed Income Has Entered a Dispersion Phase

Feb 24, 2026

And That Changes Everything

The Limits of Linear Ranking:

Feb 17, 2026

What Geometry Allows—and Forbids

Ranking as Selection: From N- grams and Tokens to Equity Universes

Feb 10, 2026

In quantitative equity research, we rank stocks. In large language models, we rank tokens

Why Learning Factor Weights Is an Ill-Posed Inverse Problem

Feb 06, 2026

Ranking, equivalence classes, and why robustness beats optimization