Everyone Talks About the Green Transition, But These 4 Others Are Hitting Harder
You’re Already Living Through 5 Transitions. But Are You Playing to Win?
Hey friend 👋
The world is changing fast—but not randomly. Five economic transitions are reshaping your rent, your job, your investments. And most people? They’re either ignoring it… or overwhelmed by it 😰.
In this issue of Polis Doxa: The Transitions Letter, I’ll show you how to stop feeling lost in the noise—and start winning the future. You’ll learn:
🌱 Why the Green Transition is not about guilt—but about money moves.
💻 How the Digital Transition could give you back your most precious resource: time.
🏙️ And what success looks like in the Transition Out of the Housing Crisis—and how to find shelter before prices rise again.
The biggest mistake you can make in a transition?
Waiting.
Let’s fix that today. 🚀💥
Intro
Curated Section
Promotion / Ad Section (under 100 words) Systeme.io
1️⃣ Five Ticking Clocks: Beat the Transitions Before They Beat You
Transition chatter feels harmless, until it wallops your wallet.
Wallet shocks multiply as five shifts/transition (green, digital, new globalisation, war economy, housing crisis) slam the calendar.
They’re timed, funded, and already moving markets.
My AWTY Index shows who’s sprinting and who’s stumbling.
Read on to stay ahead, before the deadline finds you.
2️⃣ The AWTY Index: Are We There Yet, Or Already Losing Ground?
Everyone’s talking about the green and digital transitions. (especially the european commission).
But few notice the full picture: there are five economic transitions reshaping our future.
Most governments treat them like vague goals.
Markets often treat them like background noise.
But you? You don’t have that luxury.
Each transition affects your job, your rent, your returns.
The AWTY Index asks one sharp question: Are we there yet?
It tracks what success really looks like in each transition, and what it means for you.
This is not about policy. It’s about power moves. It’s about who achieves success first. Who gets there first.
Miss one transition, and you fall behind.
Ride them right, and you unlock time, income, and influence.
Are you going in the right direction? Is your company? Your country?
3️⃣ What Does Success Look Like in Each Transition? Follow the Money, Follow the Deadlines
Transitions aren’t trends.
They’re responses to real, urgent breakdowns.
Below, you’ll find each transition’s root problem… and what success will look like for you.
3.1. Green Transition: Fixing an Economy that Heats the Planet
The problem:
Europe built prosperity on fossil fuels.
But the energy system that powered growth now drives climate extremes, energy shocks, and resource depletion.
The transition:
We move to a clean, circular economy, without wrecking jobs or regions.
Success looks like: (European Commission, 2023 & 8th Environmental Action Programme, 2022)
🌱 42.5% of energy from renewables by 2030
💨 55% cut in greenhouse gases vs 1990
🔄 Economic growth decoupled from resource use
What it means for you:
Cheaper energy. Safer climate.
Growth with less risk… and more clean-tech profit.
3.2. Digital Transition: Repairing a System That Wastes Human Potential
The problem:
Too many Europeans lack digital skills.
Too many firms are analog.
Too much public service is paper-based and slow.
The transition:
Everyone gets high-speed access, digital tools, and smoother government.
Success looks like: (European Commission, 2021)
📶 Gigabit internet in every home
🧠 80% of adults with basic digital skills
💼 75% of firms use cloud, AI, or big data
What it means for you:
Faster access. Fewer queues.
New skills, new jobs… and more time for life.
3.3. Transition to a New Globalisation: Escaping the Trap of Overdependence
The problem:
Supply chains snapped during COVID.
Europe realized it had too many eggs in too few baskets, especially for energy, chips, and medical gear.
Many countries outside Europe realized they needed to reroute their trade after Trump’s tariffs show.
The transition:
Build trade routes that are diversified, digital, and climate-proof.
Success looks like: (European Commission, 2023)
🚚 No single partner delivers >50% of key imports
🌍 €300 billion in Global Gateway investments
📈 Services and data = 45% of EU exports
What it means for you:
More secure jobs. Fewer shortages.
Smart firms win new contracts. You can too.
3.4. Transition to a War Economy: Rebuilding Readiness in a Dangerous Decade
The problem:
Russia’s invasion of Ukraine exposed years of underinvestment.
Europe couldn’t produce enough shells, drones, or spare parts—fast enough.
The transition:
Shift from “just-in-time” peace to “ready-to-ramp” deterrence.
Success looks like: (EDA, 2023 & European Commission, 2024)
🛡️ 2% of GDP to defence, 0.5% to R&D
💣 2 million shells per year
🏭 Industry drills prove 180-day surge capacity
What it means for you:
New dual-use sectors.
More resilient Europe.
And rising opportunities in cybersecurity, logistics, energy storage, whether you live in Europe or elsewhere.
3.5. Transition Out of the Housing Crisis: Reclaiming the Right to Live Well in Cities
The problem:
Mass migration to cities + low public investment + permit bottlenecks + stagnant construction productivity = housing costs exploding across Europe.
The transition:
Build more, renovate faster, regulate smarter—so people can live where jobs are.
Success looks like: (European Commission, 2020 & Eurostat, 2023)
🏘️ Rent ≤ 30% of income
🔨 1.5 million units built or renovated each year
🏙️ 15-minute cities that cut commute time
🏢 35 million buildings upgraded
What it means for you:
Affordable rent.
More time, less stress.
Equity in the cities where life actually happens.
4️⃣ Not Just Talk? What the Critics Miss About These Transitions
The usual critique?
“These transitions are only PR. Vague goals, slow progress, no impact.”
They’re not wrong to be skeptical.
The gap between ambition and action is real.
Some targets lack funding.
Others face local resistance, legal delays, or market inertia.
And yes, many politicians repeat buzzwords without clear plans.
But here’s the part critics miss: The money is moving.
€800 billion is being deployed through the Recovery and Resilience Facility to support green and digital reforms (European Commission, 2023).
The €300 billion Global Gateway is signing deals now, from Africa to Latin America (European Commission, 2023).
Defence spending surged across Europe in 2023—€270 billion, up 6% from the previous year (EDA, 2023).
The Renovation Wave is tied to legally binding climate targets (European Commission, 2020).
Digital targets are embedded in national plans and tracked yearly in the Digital Decade Scoreboard (European Commission, 2021).
Critics confuse complexity with inaction.
But the transitions are already reshaping laws, budgets, and markets.
If you're waiting for the perfect signal, you’ll miss the gains being made by those who move first.
5️⃣ Five Finish Lines. One Winning Strategy: Move Early or Miss Out
“The future isn’t five separate waves, it’s one tide with five rip-currents.
Surf the right one and you gain time, income, and impact; miss it and the undertow drags you under.”
These five transitions are not policy fluff.
They’re market signals with deadlines and upside.
Each one offers a clear path to time savings, cost cuts, or new income.
The Green Transition will reshape energy bills and reward clean-tech bets (European Commission, 2023).
The Digital Transition will turn bureaucracy into an app… and save you hours every week (European Commission, 2021).
The Transition to a New Globalisation will keep the supermarket shelves full (European Commission, 2023).
The Transition to a War Economy is already transforming Europe’s and other countries’ industrial base (European Commission, 2024).
The Transition out of the Housing Crisis will unlock livable cities and shift where value concentrates (European Commission, 2020).
These aren’t isolated reforms.
They are five economic shockwaves moving in parallel.
Smart citizens, investors, and leaders will stop waiting.
They’ll start tracking progress, and positioning for gain.
“The future isn't something you watch. It's something you race toward… and win.”
👉 Subscribe now to follow the AWTY Index.
I'll break down how to profit, protect, and pivot as each transition unfolds.
I just explained my opinion on this. But I might be wrong. What’s yours? 🤔👇
Is the world really transforming—or just redecorating failure with buzzwords?
Can governments actually deliver five transitions at once… or will it all crash in slow motion? 💥🌍
Tell me what you think in the comments, on Substack Notes, or share this with someone who thinks “green + digital” is just greenwashing in binary. ♻️💻📲
To get next week’s deep dive - and support my work - consider becoming a free or paid subscriber.
Next week we’ll talk about… the Green Transition. Are we getting there, or just getting warmer? 🌡️
➡️ Vote now! I’ll unpack the results next week, plus why the Green Transition isn’t about being good… it’s about getting ahead 🌍⚡
Last week’s poll results are in! 🧼🌿
We asked: “Which of these green sins are you most guilty of?”
🥇 50% said: “I bought ‘eco’ but never checked”
🥇 50% said: “I ignore it - it’s all greenwashing”
🥈 0% for flying too much or outsourcing to ESG.
What does it mean?
We don’t trust the label, but we also don’t trust the system.
Let’s fix that together.