JD Unfiltered - Reliving the 1920s

A falsifiable bet on the next thirty months.The claim is simple and uncomfortable: we are living inside a near-perfect century-long repeat of the 1920s - not as metaphor, but as structure. Reliving the 1920s rests on nine parallels, any one of which would be a curiosity on its own. It is their simultaneity, layered atop a matching fingerprint in volatility and Sharpe ratios, that turns coincidence into thesis. Salvani and Walsh anchor 1921 to 2020, then trace electrification reborn as agentic AI, cracking rhymed with fracking, Coolidge set beside Trump, Shōwa Japan read against China, and the GENIUS Act reframed as the 2020s’ Genoa Conference. Then they go where every reader wants to go: a peak in August 2028, a crash that begins in Shanghai and Tokyo rather than New York, and a recovery measured in twelve months instead of twelve years. 'If the S&P 500 and Dow do not roughly double from June 2026 levels by August 2028, the model is wrong. We show our work.' - Joseph Salvani Forward-looking analysis. Not investment advice.