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I recently received this good news from BarclayHedge about my little friends and family hedge fund: “Vailshire Partners, LP has ranked #1 in the Multi-Strategy - Past Three Years category for the 3rd Quarter, 2025.” I make lots of mistakes, but sometimes we get things right with our long-term systematic investment approach.

I don’t know about you , but I think it’s pretty wild to watch the post-WW2 geopolitical and financial world order fragment and reorganize in real time. 👀

Ozempic is the new Prozac.

John 14:27 [27] Peace I leave with you; my peace I give to you. Not as the world gives do I give to you. Let not your hearts be troubled, neither let them be afraid. - Jesus of Nazareth

Based on the amount of comments (primarily on YouTube) that I am a "moron" who should "stay in [my] lane" and not discuss geopolitics because I am "way out of [my] depth"... I would recommend that such folks take some time to actually read the National Security Strategy of the United States of America, which was published by the Whitehouse in November 2025. Afterwards, if you would like to have a civilized discussion about my misinterpretations of the Trump administration's geopolitical and military actions/intentions, I would be amenable. Here is a link for your ease: 📄.pdf

Another quarterly Mastermind banger with @preston , @HODL , and @npub1s9z7...nszc ⚡ We discussed: - Venezuela - Taiwan/China - Restructuring of the geopolitical world order - Semiconductors - Elon Musk's predictions - The Clarity Act - US Treasury yields - Jerome Powell - Bitcoin

How different forms of "money" actually work over time: Government fiat currency: Pay more, get less. Gold: Pay about the same, get about the same. Bitcoin: Pay less, get more. -------- Choose your savings vehicle and financial ruler wisely.

Silver looking the most technically overbought at the moment. Time for market participants to rotate? 🤔

A fantastic and highly troubling article by Craig Tindale. Strong recommend. Shout-out to @Luke Gromen for the heads up to read it.

THE HARD BIFURCATION: The Convergence of Financial Liquidity and Physical Insolvency

January 6, 2026 Subject: Unrestricted Warfare in the Era of Stateful Existential Friction

Reality is starting to bite. “While the West financializes deficits, rivals industrialize surpluses.” - Aris Roussinos