Our premium newsletter is read by over 500 investors, HNW individuals, family offices and other capital allocators.
Covering financial, geo-political and societal macro through a lens of the coming monetary regime change and the rise of digital bearer assets.
Two issues per month:
- The macro-overview: financial markets, the Fourth Turning, decentralized revolution, the coming tension with CBDCs and our reader favourite “Clown World Report”.
- The mid-month portfolio review: Our tactical focus on publicly traded Bitcoin and crypto stocks. We employ a value based approach with a concentrated portfolio: 10 names plus some ETF exposure.
We also issue special notes on relevant topics and trade alerts as they happen.
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