Convexity
Because of the quirks of our human eagerness for the immediate reward, we are forewarned that what seems easy and straightforward is deceptively so; the roundabout is in practice a counterintuitive path — of acquiring later stage advantage. - Mark Spitznagel; The Dao Of Capital: Austrian Investing in a Distorted World
It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning. - Henry Ford
The smart investor looks for opportunities to acquire value on the cheap, with one eye out for a dynamic change in the offing that might make that investment even more valuable.-
Are you on the right Path in Life?
How would you know if your country, industry or company was sound based upon solvency vs liquidity?
Is it ok to speak of physics vs ideology?
Thoughts of a past coach who spent quality time in New Hampshire [Hampton Beach] who helped change my life.
Younger people seeking success can be greatly motivated and enlightened thru mentorship.
All Greatness - 4 this Ronin Warrior - Truly Came From Suffering > >
> Resulting in Discovery.
The masses appear to be in a trance. Going back to the Gladiator Life has been BEYOND a gift. Read ‘Front Runner’ soon… maybe January 2025.
Does the world need another Service Business?
What is a Royalty Finance Capital business? What is Intellectual Capital vs Collateral?
Old Things in New Places > New Things in Old Places - Mentor Proverb
Windows of Opportunities & Crossroads. Choices & Probabilities greatly improved when one may retain mental, physical & emotional clarity.
Used to live by graduating from an institution and dogmatic beliefs.
Crossing over to the other side of the bell curve > solutions based.
Strategic thinking.
Our focus will be to help employees build capital. Learning what’s an asset vs a liability and how to generate value to ensure freedom.
Art, philosophy & human action are part of our creed.
One Creator of this Endeavor was born in Detroit / Royal Oak, Michigan.
Institutionalized cities in decay resulted from failure to embrace change.
We hope to open up in December 2025 to help bring a new concept to the former fishing village of Manantiales, Uruguay.
Carpe Diem -
C + C
___________
We agree with some contrarian research suggesting this melt up accelerates into a problem - possibly as early as next summer 2025.
The more vertical markets go based upon liquidity & leverage with institutional omnipresent emotions > The more dangerous the situation.
The Tsunami of Japan in 2011 wasn’t seen as wave energy is subsurface to the ocean.
In 1971 the world financial system completely severed a constant [discipline]. In 2009 the ‘hurdle’ [cost of capital > Interest Rates] was eliminated for a decade.
What happened to mark to market accounting in 2009?
Why is research considered a business? GAAP = Business Expense.
How has life changed in North America since the greatest liquidity injections in human monetary history?
My family thinks this is all nonsense. We’re not supposed to speak of the macro.
Getting jobs and living day to day tactically can be a blessing for those seeking the simple life.
Short term linear thinking can also become unfortunate when seasons change.
Our family move to 01106 Massachusetts via Pennsylvania ensured the eventual connection with H.S.F. [JT owner: T H E / E D G E - L L C].
First person to help consider an independent world away from family dependency was Daniel Kane, former USMC & efficacious recruiter.
Coach Kane was to be feared in practice, legendary running and contact akin to the late great Herb Brooks. Our senior year had a group of concerned parents considering an insurrection, until we won the 1988 Massachusetts State Championship.
Opportunity to go to Annapolis > Impetus Call > Dan Kane. Wanna be Tough Guy Richie Meade was the defensive coordinator at NAVY Lacrosse in 1988, received Coach K’s call & ensured appointment to NAPS.
World Travel - Paid Education in Exchange for a 10 Year Commitment.
Roundabout Model > Understanding Weakness > Embracing Uncomfort.
The Army - Navy Football Game today. Prime Tavistock Programming.
The new battlefield is clear. The financial war may be more 3-D with battlegrounds everywhere. The new warriors > Lions protecting the community will need to understand capital structure.
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