Working Together Isn't a Thing
A COUNTRY DIVIDED. A MARKET UNPREPARED.
INTRO
The Venn diagram has left the building.
There was a time when “bipartisanship” was a real word.
Now it’s nostalgia.
Two parties, two realities, zero overlap.
Not disagreement – alternate universes.
The illusion of debate still plays on cable news, but the substance is gone.
This isn’t about policy anymore.
It’s about total victory.
Chris Martenson said it best:
We don’t need reconciliation.
We need a national divorce.
And it’s already happening -- slowly, quietly -- city by city, law by law.
People are voting with their feet.
States are drawing their own lines.
The global map is telling the same story -- secession is no longer unthinkable.
It’s pragmatic.
THE FRACTURE IS EVERYWHERE
Don’t confuse the show for the signal.
This divide didn’t come out of nowhere.
It’s the product of decades of erosion:
Erosion of trust in institutions
Erosion of shared values
Erosion of consequence
It mirrors other splits we all know -- broken marriages.
You fight. You compromise. You try.
But eventually, you just want out.
Corporate breakups follow the same pattern.
The mission fractures. The vision drifts.
Soon enough, each side becomes a liability to the other.
That’s where we are now.
Every “debate” is just performance theater -- masking the split.
SECESSION ISN’T A THEORY
It’s already in motion
Secession isn’t a future event.
It’s unfolding right now — in laws, mandates, and quiet defiance.
States are ignoring federal rules.
Cities are refusing compliance.
Governors are drawing new lines in real time.
Some states are already breaking away — not with declarations, but with decisions.
Financial policy. Health mandates. Border security.
One by one, the rules are being rewritten at the local level.
We still fly one flag.
But the country underneath it is already splitting into parallel systems.
WHAT THIS MEANS FOR MARKETS
Fractures create friction.
Friction creates volatility.
Volatility reveals what’s fragile.
Every portfolio assumes a baseline of order -- a functioning system beneath the charts.
But what happens when the system itself becomes the trade?
Secession risk isn’t priced in.
Neither is the risk of 50 states playing by 50 sets of rules.
Or the drag of two economies pretending to be one.
In a country where states can become quasi-nations,
your risk model better have a local setting.
WHAT THIS MEANS FOR YOU
Don’t get dragged into the tribal war.
Build your parallel structure.
Don’t expect the center to hold.
Build your edge outside the system.
Own assets outside the system
Build resilience close to home
Design for divergence -- not consensus
Hold cash, but not just dollars
Build alliances, not followers
WHILE THEY FIGHT, WE BUILD
Because working together isn’t even a thing anymore.
And that’s not doom -- it’s the first honest signal we’ve seen in a while.