“And the train it won’t stop going,
no way to slow down.”
— Locomotive Breath, Jethro Tull

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This month’s BRICS Summit was a stark reminder that the world is breaking up into regional blocs.

But the BRICS represent something deeper, that the old relationships and the frameworks which guided them are dying.

The US goes to the polls in a week to decide, literally, the future of the West.  Trump or Harris.  

Anyone who tells you it’s another non-choice has chosen to ‘tune out.’

Are they misapplying our old perceptions onto this new set of “data?”  Or are they lost in a fugue, unable to accept that some things are simply too complex to solve all at once?

Stripping out noise is the answer to resolving these complex images of both ourselves and the global players.

If we keep reaching for more data, we will wander in the dark missing the light right in front of us.

Old definitions of asset classes are changing, relationships between markets are in flux.

And if we aren’t willing to take a hard look at ourselves and our biases, it could cost us everything.

This month’s Gold Goats ‘n Guns Investment Newsletter takes a step back to re-examine our principles and make a statement about what our role is and should be going forward from here.

Available now to download through Patreon, this issue of Gold Goats ‘n Guns … 

Discusses:

  • Why the two most important words right now are reification and multistability
  • How to strip all noise out of your trading models
  • What the Velvet Underground taught a generation about heroes
  • Why Silver isn’t a precious metal, but something far more powerful.
  • Where you go after leaving someone important to you behind

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See if I have what it takes to help you make sense of a world going quickly mad.

Be well and remember to always keep your stick on the ice,