Stroll in the sunshine with insights from 1931: Debt, Crisis, and the Rise of Hitler, exploring Felix Somary’s foresight on Germany’s debt crisis and war’s inevitability, alongside personal reflections on investment shifts—selling S&P500, buying TIPS, and adjusting gold positions—amid today’s economic parallels.
Savor night swims at Al Bustan, watching sunsets behind Oman’s mountains, while grappling with the region’s intense heat and reflecting on de-dollarization’s rise since 2008. Explore gold’s growing role in global reserves, portfolio adjustments in Bitcoin and treasuries, and strategies for resilience amid shifting financial landscapes.
Stroll through Al Bustan’s frankincense gardens, reflecting on a disciplined investment philosophy inspired by Anthony Deden and Charles Gave, designed to preserve family capital across decades. Explore portfolio resilience, gold and Bitcoin adjustments, and Middle Eastern life lessons without forecasting the unpredictable future.
Settle into Oman’s Al Bustan with a refreshing beachside breeze, savoring lemon-frankincense towels and exotic drinks, while reflecting on the surprising safety and charm of the Middle East. Explore portfolio updates, including Bitcoin node additions and gold reserves, alongside lessons in resilience and adapting to new horizons.
Reflect on a fireside compliment likening my work to Thucydides, the ancient warrior-historian, as I weave tales of war, exile, and belief in power from the Peloponnesian War to modern investment moves, including gold and Bitcoin adjustments, and resilience lessons for navigating today’s economic battles.
Explore the Age of Discovery through Big Serge’s naval warfare lens, tracing Vasco da Gama’s 1497 route around the Ottoman blockade to India, and draw parallels to today’s trade disruptions with insights on gold reserves, Bitcoin nodes, and personal resilience amid shifting global powers.
Stroll in the sunshine with insights from 1931: Debt, Crisis, and the Rise of Hitler, exploring Felix Somary’s foresight on Germany’s debt crisis and war’s inevitability, alongside personal reflections on investment shifts—selling S&P500, buying TIPS, and adjusting gold positions—amid today’s economic parallels.
Apologize for the delayed letter after grueling training, update on rescheduled blood work, seamless gold receipt, and memecoin/SOL sales with losses redirected to treasuries and wife’s education. Delve into the swift dismantling of USAid under the new administration, sharing sobering personal encounters from Afghanistan, Sudan, and Ethiopia that reveal systemic flaws and human costs.
Launch 2025 with a revamped letter format—thoughts first, then lifestyle and capital—amid a hectic month of training, weekend DC commutes to support the wife’s challenging arctic blast move, and prepping admin tasks for a summer overseas shift.
Embrace a magical high-altitude Christmas in Colorado’s snowy mountains with the wife, reflecting on asymmetric activities that money can’t enhance further, while seeking advice on shipping large dogs for flights and detailing personal capital adjustments like gold plans and robust S&P500 returns via DCA.
