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General TradingS

Structural-Demographic Theory (SDT)

A framework that analyzes how population dynamics, elite overproduction, and state fiscal health interact to drive cycles of political instability and social unrest, with implications for long-term economic and market trends.

Example

“Macro analysts applied Structural-Demographic Theory to argue that rising wealth inequality and an oversupply of educated workers competing for a shrinking pool of elite positions were fueling the social instability impacting markets.”