Zero Deltas Editorial Team

Zero Deltas Editorial Team

Macro

Apr 6, 2026

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4 min read

Mr. President?

Amid geopolitical chaos and a looming credit crisis, could Jamie Dimon’s shadow campaign be exactly what America and the world need.

Zero Deltas Editorial Team

Macro

The Ecclesiastes Paradox: How Trump’s Two-Front War Built an Unbreakable Federal Reserve

Apr 6, 2026

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5 min read

The Ecclesiastes Paradox: How Trump’s Two-Front War Built an Unbreakable Federal Reserve

In the high-stakes theater of global macroeconomics, there is a fundamental rule: you cannot set the supply chain on fire and then order the fire department to turn off the water.

Zero Deltas Editorial Team

Macro

The Shadow Bank Run: Why Foreign Central Banks Are Fleeing the NY Fed

Apr 1, 2026

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5 min read

The Shadow Bank Run: Why Foreign Central Banks Are Fleeing the NY Fed

The media claims foreign central banks are dumping US debt to survive a wartime energy shock. The data reveals a much darker reality: a silent, multi-trillion-dollar bank run on the Federal Reserve itself.

Zero Deltas Editorial Team

Mind

Statecraft as Alpha: The Mechanics of the Hegseth Trade

Mar 31, 2026

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3 min read

Statecraft as Alpha: The Mechanics of the Hegseth Trade

Private credit managers are replacing institutional capital with retail money precisely as an energy-driven inflation shock threatens consumer liquidity.

Zero Deltas Editorial Team

Signals

The Retailisation of private credit and the looming liquidity trap

Mar 30, 2026

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4 min read

The Retailisation of private credit and the looming liquidity trap

Private credit managers are replacing institutional capital with retail money precisely as an energy-driven inflation shock threatens consumer liquidity.

Zero Deltas Editorial Team

Signals

The compute bottleneck rotation: Pricing the networking premium

Mar 30, 2026

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4 min read

The compute bottleneck rotation: Pricing the networking premium

As Google’s TurboQuant algorithm synthetically eliminates the memory chokepoint, capital expenditure is rotating into optical networking and thermal infrastructure.

Zero Deltas Editorial Team

Markets

The Jevons paradox and the AI copper bid

Mar 30, 2026

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3 min read

The Jevons paradox and the AI copper bid

Algorithmic efficiency will not reduce data center power consumption; it will structurally accelerate it.

Zero Deltas Editorial Team

Macro

The AI hardware deflation shock and the memory squeeze

Mar 30, 2026

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4 min read

The AI hardware deflation shock and the memory squeeze

Google's latest compression algorithm proves that algorithmic efficiency is violently deflationary for the physical semiconductor trade.

Zero Deltas Editorial Team

Mind

The Resilience Doctrine: Why capital efficiency is a geopolitical liability

Mar 29, 2026

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4 min read

The Resilience Doctrine: Why capital efficiency is a geopolitical liability

The West spent $1 trillion on buybacks while China hoarded physical resources. We analyze the macro failure of Just-In-Time financialization.

Zero Deltas Editorial Team

Macro

The Petroyuan Paradox and the Treasury Vacuum

Mar 29, 2026

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4 min read

The Petroyuan Paradox and the Treasury Vacuum

The US dollar is catching a violent liquidity bid, but the weaponization of the Strait of Hormuz is quietly fracturing its long-term structural foundation.

Zero Deltas Editorial Team