Showing 49 of 49 receipt groups.
Independent analysis
Administrative Burden and Practical Policy Filters
Administrative burden evidence supports E4E's insistence on simplicity: implementation friction is often outcome-defining, especially for households already under squeeze.
Linked content: E4E Isn't a New Ideology. It's a Practical Mash-Up (With Receipts) , Big Economic Families vs E4E (and Why I'm Not Joining Anyone's Tribe)
Tags: e4e, administrative-burden, simplicity, policy-design
Primary documents
Affordability Targeting and Permanent Restrictions
HPF ties financing to permanent affordability requirements, but baseline affordability floors do not by themselves guarantee deep affordability for extremely low-income households.
Linked content: Montgomery County Housing Production Fund
Tags: montgomery-county, ami, permanent-affordability, deed-restrictions
Primary documents
Boeing DOJ Accountability Timeline (2021-2025)
The 2021 DPA did not end the criminal path; Boeing was later found in breach, reached a plea-in-principle in 2024, then received an NPA and charge dismissal in 2025.
Linked content: Boeing (Post-Merger Era)
Tags: boeing, doj, dpa, npa
Official data
Brand Equity Was Real but Degrading
Saturn's early customer-satisfaction strength and demand were real, but quality rankings and product-market fit declined before shutdown.
Linked content: Saturn (GM Division)
Tags: saturn, customer-satisfaction, sales-trend, brand-equity
Independent analysis
Buybacks and Executive-Pay Precision
The $43B buyback and 104%-of-profits statements require precision about numerator and denominator definitions plus date windows to avoid conflation.
Linked content: Boeing (Post-Merger Era)
Tags: boeing, buybacks, executive-pay
Primary documents
Citizens United Legal Chain (2010-2014)
The core legal shift is a sequence: Citizens United, SpeechNow, and McCutcheon expanded independent spending channels while preserving base contribution limits and formal disclosure rules.
Linked content: Citizens United v. FEC (2010)
Tags: citizens-united, supreme-court, campaign-finance
Independent analysis
Competing Causal Mechanisms and Identification Limits
Zoning preemption is a plausible driver of Tokyo outcomes, but available evidence does not isolate its contribution from bubble deflation, demographics, or incremental urban development patterns.
Linked content: Tokyo Housing Throughput Model
Tags: tokyo, causal-inference, bubble-deflation, emergent-urbanism
Independent analysis
Cost and Risk Uncertainty Register
Several high-impact claims around net cost, per-unit economics, and downside risk remain unresolved; they should be tracked explicitly as open uncertainties.
Linked content: Montgomery County Housing Production Fund
Tags: montgomery-county, uncertainty, costing, risk
Official data
Costco Wage Benchmarks (2024-2026 Refresh)
Costco wage advantage remains meaningful but narrower than older comparisons: current evidence supports roughly $30-$31 average hourly pay vs about $24.57 retail baseline.
Linked content: Costco
Tags: costco, wages, retail-benchmark
Official data
Dark Money and Outside Spending Growth
Federal dark money and outside spending show a large post-2010 expansion, with 2024 marking record-scale totals that materially exceed pre-CU baselines.
Linked content: Citizens United v. FEC (2010)
Tags: citizens-united, dark-money, outside-spending
Independent analysis
E4E Research Families Backbone
E4E's core loop is a synthesis across multiple research families; no single study proves the full loop, but each link has supporting evidence with explicit uncertainty labels.
Linked content: E4E Isn't a New Ideology. It's a Practical Mash-Up (With Receipts) , Big Economic Families vs E4E (and Why I'm Not Joining Anyone's Tribe)
Tags: e4e, research-families, method, evidence-labeling
Independent analysis
EAF Technology Envelope vs Cultural Story
Nucor's labor model is partly cultural and partly technological: EAF economics and flexibility create conditions that make its employment practices more viable.
Linked content: Nucor Steel
Tags: nucor, eaf, technology, generalizability
Independent analysis
Elite Influence Baseline and Method Limits
Pre-CU elite-influence findings are important context, but methodological disputes and counter-evidence require careful claims about magnitude and causality.
Linked content: Citizens United v. FEC (2010)
Tags: citizens-united, elite-influence, methodology
Official data
FEC Enforcement Capacity and Deadlock
Enforcement capacity and throughput weakened as spending scale increased, with staffing pressure, higher deadlock rates, and periodic quorum failure constraining response.
Linked content: Citizens United v. FEC (2010)
Tags: citizens-united, fec, enforcement
Primary documents
Flight 1282 Root Cause Classification
Alaska Flight 1282 was a manufacturing-process and oversight failure (door-plug retention hardware), distinct from MCAS design/software concealment dynamics.
Linked content: Boeing (Post-Merger Era)
Tags: boeing, ntsb, flight-1282
Official data
Housing Throughput and Starts Capacity
Japan and Tokyo have historically demonstrated high housing throughput, but recent starts and new-supply data show that permissive rules do not guarantee uninterrupted production under cost and labor stress.
Linked content: Tokyo Housing Throughput Model
Tags: tokyo, housing-starts, throughput, supply
Independent analysis
Implementation Friction and Community Trust Signals
Community reporting and laboring implementation details suggest trust and execution gaps that should be treated as real constraints, not just communications issues.
Linked content: Montgomery County Housing Production Fund
Tags: montgomery-county, implementation, community-trust, governance
Primary documents
Labor Friction and Compliance Counter-Evidence
Costco's high-wage narrative coexists with documented labor conflict and compliance issues; these do not erase performance strengths but materially qualify the model.
Linked content: Costco
Tags: costco, labor-relations, compliance-risk
Official data
Long-Horizon Market Validation
Costco's long-horizon return profile supports durable model execution over multiple cycles, though benchmarking claims should specify the exact period and comparator.
Linked content: Costco
Tags: costco, returns, long-horizon
Official data
Long-Run Stability vs Recent Price Regime Shift
Tokyo's long period of relative affordability and rent burden stability is documented, but 2023-2025 price acceleration indicates the equilibrium is not structurally guaranteed.
Linked content: Tokyo Housing Throughput Model
Tags: tokyo, prices, rent-burden, regime-shift
Official data
Loss Metrics Reconciliation
Direct settlement costs, indirect order impacts, and cumulative net losses are different metric families and should be presented separately to avoid implied additive totals.
Linked content: Boeing (Post-Merger Era)
Tags: boeing, losses, accounting
Primary documents
MCAS Early-Warning Evidence Boundaries
2016-era evidence is real, but strongest documentation centers on one pilot-message thread plus later congressional findings; narrative should avoid over-claiming formal plural flagging.
Linked content: Boeing (Post-Merger Era)
Tags: boeing, mcas, congressional-report
Official data
Membership Model as Profit Engine
Costco's membership-fee model is a structural prerequisite, not a minor guardrail: fees are a small share of revenue but a large share of operating income.
Linked content: Costco
Tags: costco, membership-model, unit-economics
Primary documents
Merger and Duopoly Causation
Regulatory record supports that McDonnell Douglas was already a weak competitor in 1997; framing should distinguish eliminated final US rival from created global duopoly.
Linked content: Boeing (Post-Merger Era)
Tags: boeing, merger, ftc
Primary documents
Montgomery HPF Revolving Fund Mechanics
Montgomery County's HPF operates as a revolving construction-loan fund where county-backed capital is recycled across projects, rather than spent once.
Linked content: Montgomery County Housing Production Fund
Tags: montgomery-county, hpf, revolving-fund, public-finance
Primary documents
National By-Right Zoning Framework (Japan)
Japan's national zoning framework permits multifamily housing by right across most residential zones, materially limiting local exclusionary veto power compared with typical US zoning structures.
Linked content: Tokyo Housing Throughput Model
Tags: tokyo, zoning, by-right, national-preemption
Primary documents
NLRB and Labor-Law Signal Update
Recent labor-law signals are mixed: at least one NLRB unfair-labor-practice case was dismissed, while broader worker-power concerns remain structurally unresolved in a non-union model.
Linked content: Nucor Steel
Tags: nucor, nlrb, non-union, worker-power
Primary documents
No-Layoff Norm vs WARN and Facility Actions
Nucor's no-layoff norm remains important but has documented exceptions through WARN filings and later facility-level actions.
Linked content: Nucor Steel
Tags: nucor, warn, no-layoff-norm, labor-events
Official data
NOAH Loss and Unmet Demand Pressure
Montgomery County's naturally affordable stock decline and high waiting-list pressure indicate unmet demand that outpaces HPF replacement capacity.
Linked content: Montgomery County Housing Production Fund
Tags: montgomery-county, noah, unmet-demand, waiting-list
Primary documents
Penske Deal Failure and Independence Constraint
The 2009 Penske collapse indicates Saturn lacked a viable independent manufacturing path once parent production backing was removed.
Linked content: Saturn (GM Division)
Tags: saturn, penske, manufacturing-dependency, counterfactual
Independent analysis
Performance-Pay Structure and Volatility Tradeoff
Nucor's incentive-heavy pay model supports high upside in strong cycles but transmits severe downside risk to workers during downturns.
Linked content: Nucor Steel
Tags: nucor, incentive-pay, volatility, labor-risk
Official data
Pipeline, Throughput, and Leverage Potential
The HPF model demonstrates real production throughput and leverage potential, but current scale remains partial relative to countywide housing demand.
Linked content: Montgomery County Housing Production Fund
Tags: montgomery-county, production, pipeline, leverage
Primary documents
Product-Line Drift Predated 2002 Framing
Saturn's product/governance divergence began before the commonly cited 2002 breakpoint, with major platform and production shifts evident by the 2000 model cycle.
Linked content: Saturn (GM Division)
Tags: saturn, platform-sharing, product-strategy, timeline-precision
Official data
Profitability Streak Precision and Post-2009 Context
Nucor's long profitability record is real but requires precision: a historical streak ended with a 2009 loss, followed by renewed profitability from 2010 through recent years.
Linked content: Nucor Steel
Tags: nucor, profitability, timeframe-precision
Primary documents
Racial Equity Counter-Evidence in Model Assessment
Any positive labor-model assessment for Nucor must incorporate the documented racial discrimination litigation record, including a major 2018 settlement and injunctive terms.
Linked content: Nucor Steel
Tags: nucor, racial-equity, litigation, counter-evidence
Independent analysis
Replicability and Selection-Bias Constraints
Costco is strong evidence of a viable integrated high-wage system, but not proof that wages alone generalize across conventional retail without comparable structural constraints.
Linked content: Costco
Tags: costco, replicability, selection-bias
Independent analysis
Sam's Club Competitive Wage Response (Attribution Boundaries)
The 2024 Sam's Club pay increase is consistent with Costco-driven labor competition, but direct executive attribution to Costco remains inferential rather than explicit.
Linked content: Costco
Tags: costco, sams-club, competition
Official data
Scale Mismatch Against County Need
HPF is a meaningful tool but not a full solution: projected unit output addresses only a minority share of Montgomery County's stated housing requirement.
Linked content: Montgomery County Housing Production Fund
Tags: montgomery-county, scale-mismatch, housing-targets
Primary documents
Scale, Capacity, and Capital Allocation Tension
Demand frequently exceeded Spring Hill capacity, but GM capital allocation favored shared-platform and portfolio logic over Saturn-specific expansion.
Linked content: Saturn (GM Division)
Tags: saturn, capacity, capital-allocation, gm-governance
Primary documents
Section 232 Tailwind and Dependency Uncertainty
Section 232 improved Nucor's operating environment and profitability, but the degree of model dependence on tariff protection remains unresolved.
Linked content: Nucor Steel
Tags: nucor, section-232, trade-policy, dependency-risk
Independent analysis
Sector Cases and Counterexamples
Sector narratives support access and influence concerns but are mixed on deterministic outcomes; pharma and other cases include meaningful counterexamples.
Linked content: Citizens United v. FEC (2010)
Tags: citizens-united, regulatory-capture, counterexamples
Independent analysis
State-Level Policy Impact Evidence
The strongest causal-style evidence is state-level: corporate-friendly tax and tort shifts increase where CU changed spending rules, while some policy domains show weaker or null direct effects.
Linked content: Citizens United v. FEC (2010)
Tags: citizens-united, policy-effects, state-level
Independent analysis
Stress, Polarization, and Scapegoating Linkage
Evidence supports a stress-to-politics pathway where economic shocks and insecurity increase polarization and make scapegoating narratives easier to activate, though full-loop causality remains a synthesis claim.
Linked content: E4E Isn't a New Ideology. It's a Practical Mash-Up (With Receipts) , Big Economic Families vs E4E (and Why I'm Not Joining Anyone's Tribe)
Tags: e4e, polarization, scapegoating, insecurity
Official data
Structural Profitability Constraint
Evidence suggests Saturn's core economics were fragile: episodic upside for workers coexisted with sustained business-model pressure and recurring losses.
Linked content: Saturn (GM Division)
Tags: saturn, profitability, unit-economics, model-risk
Primary documents
Tenant Protection Regime Interaction
Japan's strong lease-renewal protections are a major institutional condition interacting with zoning; using Tokyo as a pure supply-side template without this context is incomplete.
Linked content: Tokyo Housing Throughput Model
Tags: tokyo, tenant-protection, rental-market, institutional-context
Independent analysis
US Transferability: Structural Principle vs Local Constraints
The transferable lesson is reducing local veto points, but policy effects in US states remain early-stage and path-dependent, with uncertain magnitude relative to Tokyo's national institutional setting.
Linked content: Tokyo Housing Throughput Model
Tags: tokyo, us-analog, state-reform, transferability
Official data
Vacancy Overhang and Geographic Mismatch
Japan's large and rising vacant-home stock demonstrates that aggregate supply can coexist with severe local affordability pressure when location and market segment mismatch persist.
Linked content: Tokyo Housing Throughput Model
Tags: tokyo, akiya, vacancy, geographic-mismatch
Primary documents
Worker Agency Timeline in Contract Shift (1998-2004)
Saturn labor-model changes were not a single top-down event: worker votes across 1998, 1999, 2003, and 2004 show substantial worker agency under changing conditions.
Linked content: Saturn (GM Division)
Tags: saturn, uaw, worker-agency, contract-governance
Independent analysis
Worker Security Tradeoffs in Risk-and-Reward Design
Saturn's labor design offered upside in strong years but exposed workers to volatility, scheduling strain, and weaker conventional protections.
Linked content: Saturn (GM Division)
Tags: saturn, worker-security, risk-and-reward, labor-conditions
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