Economics is downstream of physics. This is a knowledge graph of how stress flows through the real economy — the drivers that push, the chokepoints where stress concentrates, the jurisdictions and geographies that control them, and the investable tickers where value accrues. Things are getting worse; the graph is built to find where that pain cascades — and what you can own on both the problem and the solution side.
393 nodes (34 drivers · 88 chokepoints · 10 geographies · 5 jurisdictions · 4 substitutes · 252 tickers) · 562 sourced mechanism edges · 17 feedback loops · every link in plain language, graded & cited.
On a phone, using a keyboard or a screen reader, or just prefer plain text? Open the accessible Cascade Index → — the same nodes and tickers as a structured, readable map, no JavaScript required.
1. Pick a theme from the dropdown to cut the clutter — the graph fades everything outside that mega-theme. 2. Click any node to open its evidence file (why it matters, sourced data, tickers, further reading, and what it drives / what drives it). 3. Focus mode isolates a node's direct causes and consequences. 4. A cascade is a one-way chain (driver → chokepoint → ticker); a feedback loop is a closed cycle that amplifies (reinforcing) or dampens (balancing) itself — toggle Loops to see only those.
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Drag nodes · scroll to zoom · click for evidence
The Cascade Graph is a directed knowledge graph of the physical economy. Stress flows left-to-right: drivers push pressure into the system; jurisdictions and geographies gate it; it concentrates at chokepoints; substitutes cap the upside; and value finally accrues to investable terminals (tickers). Every arrow is a plain-language mechanism — "drives demand for", "is the bottleneck for", "controls production of" — not jargon.
A cascade is a one-way chain: a problem flows downhill to the assets it hits. A feedback loop is a closed cycle that circles back to amplify (reinforcing, +) or dampen (balancing, −) its own cause. Loops are where the thesis compounds.
Each node is tagged a problem play (own the scarcity), a solution play (own what gets bought to fix it), or both. Switch the color mode to see the whole map through that lens.
Each link carries a basis: measured (institutional data), established (textbook/consensus mechanism), or reasoned (our own defensible inference). Inferred links are never dressed up as cited data.
Every one of the 393 nodes is wired to the rest through a real physical or economic mechanism. The graph is a single connected system — because the real economy is.
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