https://aibussin.com/tags/us-debt/ Recent content in US Debt on AIBussin — AI applications, systems and books Hugo en-US Wed, 17 Jun 2026 17:18:52 +0100 https://aibussin.com/post/asset/ Wed, 17 Jun 2026 17:18:52 +0100 https://aibussin.com/post/asset/ <h2 id="what-this-post-argues">What this post argues</h2> <blockquote> <p>The U.S. does not merely like a high stock market. It increasingly needs one.</p> </blockquote> <p>The stock market has become an amplifier inside the largest federal revenue pipe: individual income tax. When asset prices rise, capital gains, stock compensation, options, bonuses, business equity, and other asset-sensitive income strengthen federal receipts. When the market falls hard, that same amplifier runs in reverse.</p> <p>This matters because the real debt problem is not debt alone. It is interest cost relative to federal revenue. If interest grows faster than normal revenue, the system becomes more dependent on asset inflation, AI valuations, national champions, and foreign capital to keep the fiscal machine stable.</p> https://aibussin.com/post/reset/ Fri, 17 Apr 2026 18:44:49 +0100 https://aibussin.com/post/reset/ <h2 id="abstract"><strong>Abstract</strong></h2> <p>Recent analysis of U.S. fiscal dynamics suggests a structural constraint emerging around the end of this decade, driven by rising interest burdens relative to government revenue.</p> <p>This paper explores the possibility that a system-level reset may <strong>already be underway</strong>, not as a discrete event, but as a gradual process of <strong>currency adjustment, inflation, and asset repricing</strong>.</p> <p>A modeled <strong>20–40% devaluation of the U.S. dollar (~30% midpoint)</strong> materially alters debt sustainability trajectories, extending the fiscal runway by an estimated <strong>10–20 years</strong>.</p> https://aibussin.com/post/debt/ Mon, 13 Apr 2026 08:53:47 +0100 https://aibussin.com/post/debt/ <blockquote> <p>How We Used AI to Analyze When U.S. Debt Becomes a Constraint</p> </blockquote> <h2 id="executive-summary"><strong>Executive Summary</strong></h2> <p>We demonstrate a <strong>human + AI research process</strong>.</p> <p>AI was used to:</p> <ul> <li>refine the question</li> <li>identify the correct metric</li> <li>expose assumptions</li> <li>and test the model through adversarial critique</li> </ul> <blockquote> <p>The goal was to transform a vague macro concern into a <strong>quantifiable, testable system model</strong>.</p> </blockquote> <hr> <h2 id="the-question"><strong>The Question</strong></h2> <p>We began with a simple but vague concern:</p> <blockquote> <p>“Is U.S. debt becoming a problem?”</p>