Hello Reader, There is, in my opinion, a nauseating amount of attention paid to Bitcoin’s price. And honestly, it’s hard to get away from it. Whether it’s pundits explaining the latest dump, perma-bulls calling for million-dollar Bitcoin, theories about Jane Street manipulation, chatter about ETFs and treasury companies “pumping our bags,” or endless arguments about the four-year cycle, the noise is constant. And it is noise. Inside and outside the Bitcoin world, many have lost sight of...
10 days ago • 1 min read
Hello Reader, Many of you read Sunday’s Article of the Week on the growing risks inside the private credit market. If that piece gave you a sense that something beneath the surface isn’t quite right… this week’s Video of the Week will take that feeling and sharpen it into clarity. In this conversation, Tom Bilyeu walks through the structural parallels between today’s private credit system and the mechanics that led to the 2008 financial crisis; connecting dots in a way that’s both sobering...
17 days ago • 2 min read
Hello Reader, Many of you have already heard about the “baptism by fire” Jean and I experienced in 2008 after borrowing a cool $1 million to build out our brand-new dental suite. I won’t bore you again with the details other than to say this week’s Article of the Week has my hair standing on end and a serious sense of déjà vu. Thinking through the parallels between today and what was unfolding in 2007 is enough to elevate my heart rate a bit. The good news is that this article also outlines...
20 days ago • 16 min read
Hello Reader, Most dentists spend their careers wearing a dozen hats: clinician, CEO, CFO, HR director, marketer. But the one hat we were never trained for may be the most important of all: investor. Despite all that complexity, most of us share the same goal: run an excellence focused, patient centered, profitable practice and preserve the purchasing power of the profits we earn . This week’s Informationist newsletter from James Lavish does an excellent job explaining how financial markets...
27 days ago • 18 min read
Hello Reader, Most people focus on the size of the U.S. debt. But as James Lavish explains in this week’s Informationist, the more important number isn’t the debt itself; it’s the speed at which it’s growing. He calls it the “Dubious 6% Club,” and it refers to something historically reserved for wars and financial crises: deficits above 6% of GDP. The difference today? There is no declared crisis. Below is his clear, data-driven breakdown of what that means, why the math matters, and how it...
27 days ago • 12 min read
Hello Reader, Most people focus on the size of the U.S. debt. But as James Lavish explains in this week’s Informationist, the more important number isn’t the debt itself; it’s the speed at which it’s growing. He calls it the “Dubious 6% Club,” and it refers to something historically reserved for wars and financial crises: deficits above 6% of GDP. The difference today? There is no declared crisis. Below is his clear, data-driven breakdown of what that means, why the math matters, and how it...
about 1 month ago • 12 min read
Hello Reader, Last week’s sharp selloff in Bitcoin, gold, and silver caught many investors off guard, but moves like this are not unusual, especially in Bitcoin’s history. What is unusual is how little most retail investors understand about what actually causes them. In this week’s article, James Lavish explains the mechanics behind the drawdown, ETF flows, derivatives, leverage, and institutional “basis trades”, and why short-term price declines often have far more to do with market...
about 2 months ago • 14 min read
Hello Reader, Last week’s sharp selloff in Bitcoin, gold, and silver caught many investors off guard, but moves like this are not unusual, especially in Bitcoin’s history. What is unusual is how little most retail investors understand about what actually causes them. In this week’s article, James Lavish explains the mechanics behind the drawdown, ETF flows, derivatives, leverage, and institutional “basis trades”, and why short-term price declines often have far more to do with market...
about 2 months ago • 14 min read
Hello Reader, Most of us spent years in school learning how to care for patients and run practices, but almost none of us were ever taught how the monetary system we work inside of actually functions. That’s not a failure on anyone’s part. It’s just a gap in standard education. I came across a long-form video this week that does a surprisingly clear job explaining: How the modern money system has worked since the early 1970s Why inflation, debt, and periodic “resets” aren’t random And, most...
2 months ago • 1 min read
