Radigan Carter| RADIGAN CARTER
I was asked about this tweet, if this was a fair summary, and my response got too long for twitter, so posting it here. If you’ve ever wondered how conflict economics work, here is the down and dirty version after seeing it from the ground level on several continents over the years. I can see the perspective, and agree that the US shouldn’t be involved in what Israel is doing. There is no upside for us and only downside. But not being involved and enforcing the RBO or International Law ar...| RADIGAN CARTER
Been a while since I wrote a public post. I’m continuing the tradition of combining higher level strategy I learned from audiobooks overlayed with the reality I know at the ground level, and then asking questions about what that ven diagram reveals, with as always, a bit of humor. Picture above is DALL-E3 art I generated in ChatGPT. Hope your 2024 is off to a great start! RC PDF London, September 1870 The British diplomat read the telegraph again, as if doing so a second time would make the...| RADIGAN CARTER
PDF Rome, Italy – March 2016 I took the photo above shortly before falling asleep at a table across the street. It was a beautiful spring evening. We’d been rocketed the morning before in Afghanistan, and a day later, I was sitting outside a cafe in Rome, admiring the beauty and permanence which had existed through two millennia. Sitting there drinking wine, a breeze gently rustling the awning above me, the low murmurs in Italian as people strolled by enjoying the evening, the stress eb...| RADIGAN CARTER
walking around Brussels on last night there Adding a second tier to the Fortress. Fortress – Standard is $50/year and includes the monthly letters and any focus pieces written behind the paywall. An excerpt from May’s letter is below for free. Fortress – Unlimited includes all the letters, private discord, and the library. If this isn’t your thing, no sweat, you’ll still get the free dispatches occasionally and I won’t email you again about this. So what’s in the letter? First o...| RADIGAN CARTER
Safety, liquidity, risks, and T-Bills| RADIGAN CARTER
Don’t get distracted. Stay focused on buying your own freedom.| RADIGAN CARTER
Realizing the focus on narrative over reality is now widespread in every sector, slight course correction on portfolio, and thoughts on personal responsibility, and happiness| RADIGAN CARTER
Looking at politicians suppressing volatility, inequality in society, and 3 billion smartphones now becoming a voting system for the strongest currency collide in the future.| RADIGAN CARTER
Looking at the monetary policies, geopolitics, and conflicts of the last century to learn lessons about decisions facing politicians and bankers today.| RADIGAN CARTER
The importance of an investment practice built on ample liquidity and productive assets that focus on scarce, durable, and independent as the Decentralized Future collides with the Age of the Disinterested Hegemon.| RADIGAN CARTER
Looking at the geographical, political, economic, and social issues the CCP has in the South China Sea and why in a decentralized future that is bullish for Singapore, Indonesia, and Malaysia.| RADIGAN CARTER
Taking a closer at the modern centralized world becoming more decentralized and the volatility in the transition.| RADIGAN CARTER
Showing the process for evaluating risks, probability of occurrence and risk of loss if it happens. By focusing on the big picture first, looking at variables, then dialing in to see how it affects me as an individual investor can think clearly and make good decisions.| RADIGAN CARTER
As the major economies of the world are the most leveraged they have ever been and need the global system of trade across oceans to continue to work perfectly more than ever before, the world’s only superpower is now energy independent and their deciding voting block will change from issues that matter to a 70 year old Baby Boomer to one of a 35 year old millennial in the next 4-8 years. The world is changing, and most people don’t realize it.| RADIGAN CARTER
No other investment research paper has had a more direct or deeper impact on how I think about growing wealth, diversification, concentration, and risk management in an actionable way than the Allegory of the Hawk and the Serpent published by Chris Cole and his team at Artemis Capital. Here are my notes.| RADIGAN CARTER
Why would someone want to build a 100-year portfolio in the first place? Short answer - It is an adventure with no end. I don’t know if taking the long view is the right move for you, everyone has a different personality and different goals in life. But I can explain why I enjoy it.| RADIGAN CARTER
Few places are more fascinating than the vast stretch of country which make up the Silk Road. From the streets of Istanbul, watching ships transit the Bosporus, to swimming in Lake Issyk Kul, which according to Kyrgyz lore formed from tears Alexander the Great cried over the death of a beloved gener| RADIGAN CARTER
Radigan Carter| RADIGAN CARTER
What do you do every day, constantly strive to get better at, that improves not just your life but the lives of others? That is a mission, and we all need one.| RADIGAN CARTER