The Old Word Order Is Dead

2026-02-05

I’ve always tried to systemize everything I did. I wrote down my criteria and decision rules to help me see the bigger picture and make better decisions.

That’s why I’ve used AI to create a digital twin to help me reach people looking for coaching or mentorship. It’s currently in beta testing — sign up if you want to have a conversation to see what it’s like.

2026-02-04

Is it harder to start today? 📉

The truth is, the environment has changed. You need more resources for compliance and regulation than I did when I started. But the core principle remains: Money follows talent.
If you have the ideas and can demonstrate the logic behind them, the capital will find you. That’s how I went from playing the markets as a kid to managing an account for the World Bank.

Are you focused on the money, or are you focused on the talent? Let me know in the comments. 👇

2026-01-26

It’s now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I’ve described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order.

2026-01-22

The changing monetary order and the changing geopolitical order clearly came together at Davos and especially at the moment of President Trump’s speech. President Trump’s threats to impose trade war punishments and to use military war were red lines for European leaders that would have led them to respond with capital war actions on purchases of US assets, especially debt assets, and trade war tariff retaliation. President Trump’s speech was a stepping back from crossing that red line.

#WEF26 #raydalio

2026-01-16

I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most.

You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing.

The big story in the investment world was the depreciation of the value of fiat money and how that impacted the price of gold.

That’s how 2025 looked through my eyes, at least. I’m curious to hear if you see things the same way.

You can find my article “2025” on LinkedIn and X.

2025-12-16

The pandemic and AI didn’t just disrupt the U.S. economy — they accelerated long-term forces that were already in motion. They’ve reshaped how work is done, who wins, and who falls behind.

Understanding these shifts is essential if you want to navigate what’s coming next.

You can watch the full conversation here: -uGWS1GH8?si=-MxpNAYZv4JWhkN0

2025-10-06

I want to explain in a nutshell why the US debt situation is at a very dangerous inflection point.

Put simply, the US is now spending 40% more than we’re taking in. This accumulation of debt service payments has spiraled over decades and is starting to squeeze away buying power.

And if you run the numbers, there’s an imbalance between how much debt has to be sold, who the buyers are, and the likelihood of it all being bought.

Together, these two influences are why I worry about suffering an economic heart attack in the near future.

2025-09-29

This simple animated video series answers the question, "How does the #economy really work?" Based on my practical template for understanding the economy.

This series breaks down economic concepts like #credit, #deficits and #interest rates, allowing viewers to learn the basic driving forces behind the economy, how economic policies work and why economic cycles occur.

This is Part 4, I hope you find these helpful.