00 - Welcome to my blog

Loosely inspired by Alistair Cooke's Letter from America, this is where it all begins.

In the weeks and months ahead my intention is to gather my thoughts and share things that I find interesting and maybe good to know. I will be pulling from many sources and I plan to experiment with various media to see what works best.

Feel free to check back from time to time to see what has been added. You can also subscribe to get notified when I post updates. Feel free also to reach out to me and suggest topics that you would like to me to cover or enlarge upon.

For starters - a few interesting things happened or occurred to me this past week:

Raoul Paul (former Goldman Sachs Hedge fund manager) did a great explainer on how the world got into the current state; spoiler: it took over 100 years to get like this and there were many pivotal moments including WW1, WW2, Bretton Woods, 1971 Nixon Shock, Vietnam (and perpetual) war and now this! - Raoul's sequel to the exponential age and here with James of IA. You can also catch the full, uninterrupted version in his own words here on Realvision

Saifedean Ammous has gleaned and published similar insights in The Fiat Standard - a superb follow-on to his earlier book, The Bitcoin Standard. The contrast could not be more obvious - and his podcast explainer here

For those who prefer historical references, check The Creature From Jekyll Island - a long read but each chapter starts with a summary so you can read all the summaries and dive deeper where you dare.

Crazy but true, all of this was foreseen in The Sovereign Individual, written back in 1997. You will be amazed that they foresaw mobile phones, personal computers, cryptocurrencies and even pandemic, governmental overreach and restrictions including capital controls and preventing international travel.

Not to mention The Fourth Turning which reveals clearly the cycles that the world goes through. This too clearly foresaw the current situation and indicates how things might well develop.

Michael Saylor, CEO of MicroStrategy, is unstoppable. He, like Raoul, seems to be one one of the articulate leaders foreseen in The Sovereign Individual. Do listen to his interview with Peter McCormack and one with John Vallis, not to mention that amazing interview on Fox News!

A couple of classics worth mentioning - Animal Farm where all are equal but some are more equal than others and where history and constitution get rewritten when it suits. An then of course there is Brave New World where, among other things, the masses are kept subdued with soma.

Lastly for today, you have got to wonder if Satoshi Nakamoto a time traveller - read his whitepaper here. They say there is no smoke without fire and there is certainly plenty of smoke at the moment - not least from Joe Wiesenthal, Editor and Host at Bloomberg - here. Recent days also marked a turning point where narrative shifts from "inflation is transient" to "inflation is good for you" (echoes of Animal Farm...).

Enough for now. You may well want to disconnect from the Matrix and be more selective in your information sources - also it's good to have your priorities right and live life to the maximum.

Do reach out to me with your thoughts and suggestions - I'll be sharing mine.

Roger

That's it!

No one can be told what The Matrix is.
You have to see it for yourself.

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