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I am adding this page and pinning it to the front of the Substack to make it easier for subscribers to access the newsletter issues directly.
Newsletters
Musk and MAGA learn a lesson on DC politics
Trump Tariff Uncertainty
Reality Sets In For US Stock Market
Trump Administration Activities
2025 Investing Themes
2025: Rig for potential heavy weather
Why am I bullish on Latin America?
I changed my mind on China. I am a buyer, but a selective one
Heading Back to Argentina
Structural Inflation "Back to the Future"
Are we facing a recession? The Sahm rule explained.
Welcome to the summer doldrums
Uranium Review
Welcome to the Dividend Portfolio
Another gold stock was added to the portfolio
Will the growth of global manufacturing lead to higher commodity prices?
The Cantillon effect explained
A gold stock was added to the portfolio
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e