Generational Dynamics Forum - New Site

Over the weekend, thousands gathered in Mexico City to protest against the left-wing government of President Claudia Sheinbaum and the ruling Morena party. These so-called Gen-Z protests, which featured violent clashes with the police, were animated by grievances including cartel violence, narco-corruption, and, for a smaller subset, extremist politics. The protests were larger and more violent than anyone expected, and they represent the largest show of public opposition towards Sheinbaum’s presidency to date.

1910-1929: Mexican Revolution (Crisis Era)

In 1910, Díaz allowed the first election since retaking power in 1884. When his nearly unanimous (and likely fraudulent) victory against challenger Francisco Madero was announced, Madero organized a revolt which brought him to power. The next decade brought repeated coups and constant instability and bloodshed as different factions – radicals, liberals, and otherwise – fought for power. Then the Cristero War violently reintroduced the role of the Catholic Church as a fundamental question. Finally the mood eased when Plutarco Elías Calles managed to create a new political system which would ensure stability and peace through “puppet presidents” and a new party machine. Gray Champion / Defining Leader: ? Child Generation: The Stifled Generation (Artist) was overprotected as Mexico endured a bloody and destructive period of civil war and thorough national upheaval. They came of age while leaders confidently pursued a popular agenda and the country witnessed its most agreeable economy since independence. Later in life, as some remained technocrats and apologists, many broke free from a stilted and quiet youth to become the most articulate and impassioned advocates of reform.

Navigator wrote: Thu Nov 13, 2025 12:10 am The indirect threats to Venezuela, meaning the US Naval buildup in the Caribbean, the attacks on drug boats operating blatantly out of Venezuela, and the talk about direct attacks against officials in that country are having the desired effect.

I believe that the strategy is to con Maduro into thinking the US is actually going to attack and invade, causing him to mobilize large numbers of militia. This means he would have to actually pay them, and that would quickly bring Maduro's finances to the breaking point.

Of course, the Chinese could step in with subsidies, but they are pretty strapped themselves, as China is in even worse straits that the US in regards to its economy.

A new report from the Intercontinental Exchange shows that nearly 875,000 homeowners now owe more on their mortgages than their properties are worth—the highest level in three years—as softening home prices and elevated borrowing costs squeeze household finances.

New foreclosures jump 20% in October, a sign of more distress in the housing market

Foreclosure starts, which are the initial phase of the process, rose 6% for the month and were 20% higher than the year before.
Competed foreclosures, the final phase, were up 32% year over year.
Florida, South Carolina and Illinois led the nation in state foreclosure filings.

Recession Watch: Spooked For Good Reasons


A widely-followed consumer sentiment index just hit its second-worst level on record:



Why are Americans so spooked? Perhaps it’s the prospect of being replaced by AI. So far in 2025, major layoff announcements include:

Amazon: 14,000 job cuts

UPS: 48,000

Intel: 20,000

Microsoft: 6,000

Target: 1,800

Meta: 600 (from its AI division!)

Salesforce: 4,000

Or maybe it’s that student loan payments have resumed, and for some, it’s one bill too many. See the red line on the following chart:



Or maybe it’s those “car mortgages” that were so popular for a while:



Here Come The Stimmy Checks
With busts looming on multiple fronts, how far off can some form of bailout be? Not far at all, apparently:

Trump floats $2,000 tariff rebate checks: Here’s what you need to know
(CNBC) - Over the weekend, President Donald Trump suggested paying Americans directly for their health-care costs and sending tariff rebate checks to families, not unlike the stimulus payments issued during the Covid-19 pandemic.

In a Truth Social post on Saturday, Trump wrote, “Republicans should give money DIRECTLY to your personal HEALTH SAVINGS ACCOUNTS.”

The president also floated the idea that a tariff “dividend” was possible. “A dividend of at least $2000 a person (not including high income people!) will be paid to everyone,” he wrote in another post Sunday on Truth Social.

Panic Time

Stimmy checks are the most blatant and least effective tool for managing an overindebted economy. They are, however, a good way to telegraph panic in a way that smart investors can understand. Keep stacking: