Automation / Digital Keyboard Warrior Utopia

 


To be successful in the market, 99% of the people have to think you’re wrong.

Jeb Handwerger

If You want to improve, be content to be thought foolish and stupid.

Epictetus



Doesn’t take a visionary rocket scientist to see the western world economy has way to many screen watchers / traders with less and less real creators of capital.

Most give the one thousand yard stare when asked to stipulate collateral they may possibly retain on their balance sheet.

Hampton’s elite & Princeton grown Tim Ferriss lays out his profound vision of working for just 4 hours a week and spending the rest of your days on leisure.

Digital Nomads & Disruptive Technologies

Humans are Pattern Recognition animals.

There is a growing awareness or belief of governments omnipresence in our monetary affairs. 

Morgan Stanley; Del Mar, California- PHD client came as a referral and worked for Andrew James Viterbi / Venture Capital. Darryl was the first to being the idea of PayPal or a currency clearing system away from the Swift system.

We still see much of the internet given to the public where you are operating within the belly of the beast. While not proclaiming to be the arbiter of the truth on what goes on in DARPA or The Bank of England Run OSS / CIA much less write a NYT Best Selling book on ‘The Colder War’ with two popular actors known as politicians we don’t see the state acting as a front for financial conglomerates to hand over the keys to the gates.

We’re not so clever to understand the machinations of inside the District of Criminals.

After 5 years of Naval Enlisted & school at USNA Annapolis with 5 years as an officer operating in the Queen’s British East Indian Ocean Territory 

We see our capital stack akin to building a team of the best stewards of capital in oversold and unloved industries.

Sir John Templeton simply bought the junior USA stocks post WWII. Front Run the cycle into the 1960’s and handed off the positions to the new young upon Wall Street confusing a ‘Bull Market with Brains.’


Consumption economy
Reading / Gaming mentality cultivated in western worlds
Unsound currency - Reserve currencies Euro & Gold
Most do not know gold is the 3rd reserve Currency of world central banks.
War on savers
Narrative vs math
Ethics of consumers democratically vastly exceeding consumers
Marc Faber on speculative markets
Value disparities 
Silicon Valley Bank - Nobody discussed-
Instant Gratification 
Holding period of 2 months
traders
Scarcity of assets
Market cap of the gold sector less than Home Depot
U$D transactions going from 70% worldwide to 52% in the past 20 years.


Comments

Popular Posts