Elite competition and the hundred-year unraveling
Turchin's Structural-Demographic Model (SDM) decomposes polity dynamics into two coupled rhythms: a secular 200-300y wave of state-building then state-decay, and a nested 50y instability wave inside each secular downturn. Drivers: elite overproduction (too many aspirants per elite slot), popular immiseration (median living standard decline), state fiscal distress. When all three stack, political-stress index spikes and the instability wave peaks (civil war, revolution, major regime shift, or state collapse). Seshat Databank N>=8 pre-industrial polities + US quantitatively tracked.
Predictions in this cycle
Humanity will eventually unify under a 'Federation of states with an ethical controlling instance' rather than a single conquering empire?
Quiet path · not yet modeled
No market signal
Second-term tariff regime settles into a stable rate band by Q3 2026?
Quiet path · not yet modeled
No market signal
The American working class: wage gains or wage decline?
Quiet path · not yet modeled
US democratic institutions through 2028: hold or crack?
Quiet path · not yet modeled
US unemployment rate stays between 3.8% and 4.8% through end of 2026?
Quiet path · not yet modeled
No market signal
US ICE formal removals exceed 500,000 in fiscal year 2027?
Quiet path · not yet modeled
US real median weekly earnings grow by more than 1% from Q4 2024 to Q4 2027?
Quiet path · not yet modeled
A US federal court holds at least one top Trump administration official in formal contempt by end of 2027?
Quiet path · not yet modeled
US prime-age (25-54) labor force participation rate stays above 83 percent at every monthly reading in 2027?
Quiet path · not yet modeled
Pressure moments
All →A mass-casualty terror attack
- GTD + START global terrorism database event count by severitysteady
- named-attack with >100 fatality thresholdsteady
- subsequent policy-response events (surveillance, military action)steady
Rising lone-actor mass-casualty events
- FBI active-shooter 5yr rolling average + current yearsteady
- mass-casualty-event with manifesto count per yearsteady
- online-radicalization pipeline platform-shift eventssteady
A trust-cliff in institutions, media, or experts
- Gallup + Edelman + Pew trust-barometer stepped-decline eventssteady
- parallel-expertise institution growth (alt-media, alt-health, alt-science)steady
- conspiracy-adjacent movement scale metricssteady
Movers
All →Artist generation (sensitive adapters)
Leverage not yet scoredtoward A
toward B
Hero generation (civic team-builders)
Leverage not yet scoredtoward A
toward B
Nomad generation (pragmatic survivors)
Leverage not yet scoredtoward A
toward B
Model notes (framework)
The reconciliation note surfaces when this cycle’s top fork disagrees with the lean of its live child predictions — a sign the cycle’s read is tightening or breaking down.
See the method for how a cycle’s forks are set.