17frameworks
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Financial Repression Bitcoin SignalIn-depth
Enter Bitcoin when inflation outpaces short-term rates — the condition behind nearly all historical gains
The 1971 Inflection — Wealth Rules for a Debasement RegimeIn-depth
When the rules of money change, the old playbook stops working — and most people haven't noticed.
The Monetary Policy Blunt HammerIn-depth
Interest rates are a dull sword swung in the dark — blunt, delayed, and paradoxically capable of causing the opposite of what's intended
Macro Regime Sector Rotation FrameworkIn-depth
Decode the true macro regime from market signals and concentrate capital in the winning sectors
Scarcity Regime Investment FrameworkIn-depth
Identify physical resource constraints before the market reprices them and build portfolios around the bottleneck
Monetary Inflation Framework
The impact of money creation on society
The Government Money Track Record Framework
Evaluating the performance of government-issued currency
The Inflationism Framework
The use of inflation as a solution to economic problems
The Inflation Management Framework
Manage inflation rationally
The Investment Time Horizon Risk Framework
Risk is not volatility -- it is not having money when you need it.
Equity Value-Added Framework
Evaluating equity investments
Inflation-Adjusted Bond Investing Framework
Avoid long-term bonds in inflationary environments
Inflation-Adjusted Earnings Framework
Earnings Reality
Inflation-Adjusted Return Framework
Adjust returns for inflation
Earnings Reality Framework
Look beyond accounting earnings
Intangible Asset Valuation Framework
Value beyond tangibles
Inflation-Resistant Business Framework
Building businesses that thrive in inflationary environments