What’s important to me.

I’ll explain best I can over time.

No newsletter.

History

  1. Poland-Lithuania
  2. World War I
  3. World War II
  4. Cold War & NATO
  5. Defense & Sovereignty
  6. Allies & Refugees
  7. Ukraine from 2014

Economics

  1. Monetary history
  2. Free banking
  3. Gold & Silver
  4. Bitcoin

Liberty

  1. Cincinnatus
  2. George Washington
  3. Thomas Jefferson
  4. James Madison
  5. Thomas Mann
  6. Ludwig von Mises
  7. Friedrich Hayek
  8. Milton Friedman
  9. George Selgin

Arts & Rec

  1. Track & Field
  2. Tennis
  3. Saxophone

Stock-to-flow fallacies:

  1. The highest market signal is price;
  2. Supply (stock) influences demand as important but secondary factor;
  3. Market cap (stocks, in USD-terms) influences demand as important but secondary factor;
  4. When we do economic calculation, we are measuring probabilities. In markets, this forms a trend;
  5. The trend must follow the highest market signal (See #1);
  6. There are four basic trends: Linear, Logarithmic, Exponential, and Power;
  7. Bitcoin’s price (adoption) follows power;
  8. Bitcoin’s supply (stock) follows logarithmic;
  9. Gold, silver, most of finance, et al. follows exponential;
  10. Keep it simple, but don’t shoehorn, or ham fist an idea.