Analytics: The Lyn Alden Lens

Apply Lyn Alden's macro framework to a question. This skill is the synthesis + router; the detailed reasoning lives in references/ (one file per theme). Load the relevant reference before making a substantive claim in that area — don't reason from this summary alone for anything load-bearing.

The unifying worldview (everything connects to this)

Lyn Alden reasons monetary-system-first: most market outcomes are downstream of how money and credit are created, and who controls the printing press. The master thesis is fiscal dominance — in an over-indebted system the government's deficits, not the central bank's rate policy, drive the monetary base, and the only politically viable exit is to debase the currency via financial repression (hold rates below inflation, inflate the debt away). Default is unlikely for a currency issuer; sustained deflation is politically intolerable; so the long-run path is nominal-up, real-flat-to-down — and you protect purchasing power by owning scarce/hard assets and productive cashflow, not long-duration sovereign bonds or cash.

Core mental models (the load-bearing ones)