I’ve been in full-recluse mode lately, trying to wrap my head around the massive monetary and financial shift that is currently underway… along with its geopolitical ramifications.

The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend*

In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s.

The investment implications are profound and, likely, long-lasting.

🍿

#FourthTurning

The 2024 financial audit is finally complete. 👀

For Vailshire Partners LP hedge fund (which I personally manage), the 2024 total (net) return after Performance Allocation to the General Partner was:

+198.85% 🔥

Per the BarclayHedge database of funds, Vailshire Partners LP was the #1 performing fund in the world for 2024.

Shout out to #Bitcoin and congrats to the clients (LPs) of Vailshire!

Onward. ⚡

**(Not a solicitation to invest. Limited partners must be accredited investors and qualified clients.)

LIFE (ON EARTH) IS SHORT. DO BOLD THINGS.

YOU SHOULD ABSOLUTELY INSIST ON LEADING AN INTERESTING LIFE.

I did a thing today.

#Nostr is now my only social media account.

Decentralize.

All in.

Onwards.