Baseline data accurate as of 1 January 2026.This page is not a live feed. All readings below reflect the static baseline above until you click ⟳ Refresh Intel to pull current values.
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Cascade Pathway — Energy / Bond / Credit Transmission
SECONDARY PATHWAY: 30Y ≥ 5% sustained » federal debt service spiral » Treasury issuance surge » yield self-reinforcing » Goldstone state capacity breakdown. SCHIFF TRAJECTORY: 5%→6% nonlinear given $36T principal — every 100bps ≈ $300-400B additional annual debt service after rollover. POLICY TRAP: Rate cut validates oil-driven inflation; hike detonates debt math + credit channel.
⟳ LIVE ON REFRESH: Trigger event, Brent, CPI, Fed Hike Risk, 30Y yield — pulled from latest intel each time you refresh.
STATIC: Credit Channel, Housing, Deaton Despair (qualitative cascade stages — conditions, not numbers).
Each event above is measured in isolation — but collapse is never one event, it's the interaction. The matrix's working thesis, drawn from Turchin's secular-cycle logic, is that systemic failure requires roughly two to three Tier 1–2 events firing inside an 18-month window, striking a system whose resilience has already been hollowed out by the slow Tier 3–4 erosions. The average resilience loss across all events is -48% — meaning a trigger hitting today is roughly twice as damaging as the same event hitting fiscally sound, institutionally trusted, socially cohesive America circa 1998. Schiff trajectory math: the 30Y at 5%+ sustained is the inflection where federal debt-service costs become nonlinear — 5→6% will be faster than 4→5%, and 6→7% faster still. ⏳ Click ⟳ Refresh Intel for the latest AI-generated read on which triggers are firing and how they are interacting.
Calibration — Forecast Track Record
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Collapse Trigger Matrix · Structural-Demographic Framework · Powered by Claude API + Web Search · inteloverinsanity.com
Turchin · Goldstone · Minsky · Ferguson · Not financial advice · Data refreshed on demand