Resources

Follow in the footsteps of Giants.

Book List Investing Gold Health & Science Common Law Education

What follows is a compilation of the most important publications that have shaped my thinking process and perspective. It is a fairly diverse list which typically rests outside of generally accepted narratives.

Live Feeds page

Strategy & Policy

The Debriefing - Telegram commentary channel on markets and geopolitics.

RattleTrap 1776 - Derek Johnson's Telegram channel, arguing from military and constitutional documents that Trump remains commander-in-chief.

BioClandestine - Anonymous Telegram commentator on US politics, Ukraine, and bioweapon programs; pro-Trump, anti-establishment lean.

American Compass - Conservative think tank for post-free-market economics: industrial policy, labor, and finance reform.

Kirill Dmitriev - Head of the Russian Direct Investment Fund and Putin's deal negotiator.

Simplicius - Anonymous long-form Substack on the Russia-Ukraine war and geopolitics; pro-Russian perspective.

JCPA - Jerusalem Center for Public Affairs; Israeli security and diplomacy analysis from a hawkish perspective.

Shannon Brandao - China Boss News - China geopolitics and political economy, hawkish on the CCP.

JINF - Japan Institute for National Fundamentals; conservative Japanese think tank on security, history, and the constitution.

Taipei Times - Taiwan's main English-language daily, pro-independence editorial lean.

Larry Johnson - Sonar21 - Former CIA analyst; daily commentary on the Russia-Ukraine war and US foreign policy, sharply critical of Western policy.

Scott Ritter - Former UN weapons inspector and Marine intelligence officer on the war and US-Russia relations; critical of NATO.

BowTiedMara - Anonymous Substack on Argentina and Latin America: macro, politics, and Buenos Aires real estate; libertarian, pro-Milei lean.

eugyppius - Anonymous German academic; long-form analysis of German and EU politics and the Ukraine war.

Markets

Asia Frontier Capital - Fund manager focused on Asian frontier markets; free monthly newsletters.

Yurta Capital - Telegram channel on markets and investing.

Acquirer's Multiple - Tobias Carlisle's deep value investing site: funds, podcast, and books.

AIER - American Institute for Economic Research; free-market and Austrian-school economics commentary.

Peter St Onge - Economist writing daily on markets, inflation, and the Fed from an Austrian perspective.

Cody Shirk - Newsletter on private deals, resource stocks, and frontier markets.

Swen Lorenz - Undervalued Shares - Deep value and special situations newsletter; long-form and contrarian.

Attila Rebak - Markets and energy Substack.

FrontierViking - Substack on frontier and emerging market investing.

Tim Price - UK value fund manager at Price Value Partners; weekly market and macro commentaries.

Martin Pelletier - Calgary portfolio manager (CFA) and weekly Financial Post columnist; macro, rates, and Canadian markets.

RiskHedge - Investment research newsletter on growth, technology, and disruption themes.

The Felder Report - Jesse Felder's contrarian macro and market analysis; valuation-focused with a bearish lean.

Armstrong Economics - Martin Armstrong's public posts on markets, cycles, and geopolitics.

Krzysztof Szczawinski - PAFERE - Polish free-market think tank; essays on economics and communism.

AAS Economics - Austrian-style adjusted money supply and global macro analysis.

TheOldEconomy - Deep value and old-economy sectors: shipping cycles, commodities, and energy.

Daniel Lacalle - Spanish Austrian-school economist and fund manager on central banks, sovereign debt, and energy.

Reventure App - Nick Gerli's US housing market data and forecasts: home prices, inventory, and affordability by metro and ZIP.

Energy

Ronald P. Smith - EMOGCP - Monitors Russian and global oil & gas: production, exports, sanctions, and shadow fleets.

Anas Alhajji - Energy economist covering oil markets, OPEC, and energy geopolitics.

The Crude Chronicles - Historic perspectives on the oil industry and markets.

Goehring & Rozencwajg - Natural resource investment firm; deeply researched quarterly commodity letters, bullish on real assets.

Josh Young - Bison Insights - Oil & gas equity investor; public posts on E&P stocks and energy macro.

gCaptain - Maritime news site.

Super-Spiked - Arjun Murti, former Goldman Sachs oil analyst; weekly energy macro commentary.

Criterium Energy - Southeast Asian oil and gas company (TSXV: CEQ).

HFI Research - Independent oil market research on balances, timespreads, and positioning, with a bullish oil view.

John Kemp - JKempEnergy - Former Reuters energy columnist; data-driven analysis of oil and energy markets.

Alex Epstein - Energy Talking Points - Energy philosopher making the moral and policy case for fossil fuels.

Commodity Context - Rory Johnston - Oil market analyst; weekly context reports and OPEC+ data decks.

Nuclear

Decouple - Chris Keefer - Chris Keefer's podcast and newsletter on energy and climate: weekly interviews with experts, with a pro-nuclear focus.

Trader Ferg - Full-time trader writing on his uranium, oil, and coal trades and research.

Nuclear Barbarians - Podcast and newsletter on nuclear energy, industrial history, and energy politics.

Book List

Tobias Carlisle's book on the art of risk-taking, drawing on Warren Buffett and Sun Tzu.

Dan Rasmussen of Verdad on betting against consensus, with a data-driven look at what moves markets and where the opportunities are.

Ferdinand Lips, a former Swiss banker, on gold's history and the battle against sound money.

Sun Tzu's classic on strategy, in Thomas Cleary's translation.

Part one of the RattleTrap 1776 blueprint for why Donald Trump is Commander-in-Chief under military and federal laws and orders.

Doug Terreson's memoir of his Wall Street career and the calls that reshaped the energy industry.

Frédéric Bastiat's classic essay on the hidden consequences of economic policy.

Louis L'Amour's historical novel of a twelfth-century adventurer travelling Europe, the Middle East and Asia.

Louis L'Amour's novel about mining on the Comstock Lode in Nevada.

Ibn Khaldun's 14th-century introduction to history, an Arab perspective on the rise and fall of civilizations.

Investing: Funds & Blogs

Verdad Capital - Dan Rasmussen is founder and portfolio manager at Verdad Capital.

Forest for the Trees - Luke Gromen's tree rings, deep insights on macro and geopolitics.

Home of Michael Fritzell, Swedish CFA who has spent the last 2 decades working for buy side funds in SE Asia.

Actionable Intelligence Alert - Home of the blog, newsletter and podcast of John Polomny, about non-traditional investing and speculating.

Wandering Investor - Ladislas Maurice, a full-time traveling investor.

Capitalist Exploits - Home of Chris McIntosh and Brad McFadden. They manage several funds and write about asymmetric investment themes.

Louis L'Amour - Home of the late author who wrote an auto-biography that I relate to. And historical fiction that touches on various pioneering periods with investing themes. See Walking Drum, Comstock Lode, & Sitka.

Gold

Shadow Stats - John Williams' inflation data indexed to 1995, providing a 30y data set that is adjusted for inflation.

Mises Institute - Home of the greats, Ludwig von Mises, Murray Rothbard, and their modern contemporaries.

Antal Fekete - Home of the late Antal Fekete, proponent of Real Bills Doctrine.

Ferdinand Lips - Gold Wars - The best book on Gold that you'll ever read. Written by the late Ferdinand Lips, former Swiss Gold Banker. Link to his speech given in 2013, at University of St. Gallen.

Foundation for Economic Education - Linked specifically to a review of Edwin Vieira Jr's Pieces of Eight. A historic perspective on the role of Spanish silver coinage in the founding of America.

Foundation for Economic Education - Linked specifically to an overview of Ibn Khaldun. He wrote The Muqaddimah, an Arab perspective on the rise and fall of civilisations.

Free Gold Money Report - Home of James Turk, founder of Goldmoney.com

Alasdair Mcleod - Educator for sound money, economics, geopolitics, and everything to do with gold and silver.

FOFOA Blog - Home of Friend of Friend of Another with complete archives of the USA Gold Trail commentary from Another, and Friend of Another.

GSF System - Home of Ray Sundarsson's Gold Settlement platform on the Way Back Machine.

Monetary Metals - Home of Keith Weiner and today's movement for yield paid in gold.

Priced in Gold - Home of Charles Vollum, a software developer turned gold and silver investor. He provides market prices in gold.

In Gold We Trust - Ronald-Peter Stoeferle has written the annual In Gold We Trust report for well over a decade with Mark Valek.

Gold Anti-Trust Action Committee - Home of GATA, which has amassed a very public record of market manipulation in precious metals, especially silver. JPM recently got their wrists slapped, closed their short position, and gone long.

TF Metals Report - Daily gold, silver, currency and commodities commentary from the pseudonymous Turd Ferguson (TF), with a podcast and an active reader comment section.

Colonial Acres Coins - Canadian coin and bullion dealer in Kitchener, Ontario. One of the best in the region.

Health & Science

Root-cause health information backed by four doctors, with a search tool called Neo.

Mark Sisson's Primal living publication on nutrition, fitness and health.

Home of the UK Charity driving metabolic health forward in England.

Dr. David Unwin is an NHS GP with over 40 years in general practice, known for his expertise in reversing Type 2 diabetes through dietary changes. He was named NHS Innovator of the Year in 2016 and is the co-author of the most-read paper in BMJ Open, on reversing Type 2 diabetes through a low-carbohydrate diet.

Home of Dr Will Bulsiewicz, gut-first approach to health.

Home of Dr. Dom D'Agostino, pioneer in metabolic therapies.

Proponent of the proper human diet, a ketogenic & low carb lifestyle.

Targeting cancer

An international research team led by a Boston College professor has uncovered a drug and diet pairing that could fight a deadly brain cancer.

Boston College

Home of Dr. Thomas Seyfried, pioneer in the field of dietary cancer treatments with unique perspective on cancer as a metabolic disease.

Home of the scientist, doctor & inventor of mRNA vaccines.

Founder of the Water Journal, pioneer in drinking water science.

Blog of an anonymous substack author who writes about a host of alternative health topics.

Home of Dr. Simon Goddek, proponent of the importance of sun and sleep.

Home of Tim Ferriss, author of many books, host of the Tim Ferriss Show. Pioneer of the Slow Carb Diet.

This is the home of the late Linus Pauling, 1954 Nobel Winner in Chemistry. Oregon State University still honors his research in vitamins, biochemistry, and nutrition.

Home of the late Charlotte Gerson, and her father Max Gerson. Max was an associate of Pauling, both were active in nutritional medicine in the 20th century.

Home of the Journal of Orthomolecular Medicine, where today's practitioners of nutritional medicine publish.

Natural Path Silver Wings & Ultra Silver - Home of the best two colloidal silver products on the market.

Essiac Tea - Home of the late Rene Caisse, who pioneered a herbal cancer treatment in the early 20th century. Notably backed by Stephen Roman, a Canadian mining investor.

Bioelectromagnetics Society - Home of BioEM, where practitioners using electromagnetic methods publish. Think Royal Rife, Nikola Tesla, & Vlad Nesterov.

E-Media Press - Home of the Energy Science Conference and Forum, where some of today's pioneers gather, such as Eric Dollard, Aaron Murakami, and Peter Lindemann.

Eric Dollard - Today's Nikola Tesla.

Solar Cycle Forecast - Austria Space Weather Office publishes up to date solar activity data, providing relevant insights into weather forecasts.

Association For Temperate Agroforestry - Proponent of integrated agroforestry practices in North America.

Savory Institute - Home of today's regenerative grazing pioneer.

Soil & Health - Home of Steve Solomon and Sir Albert Howard and a large library of organic agriculture, herbs, and nutrition.

Mother Earth News - The original homesteading publication, still going strong.

Shelter Pub - Home of Lloyd Kahn's publishing company and many books on natural building.

Natural Homes - Home of the many publications surrounding the Natural Homes brand

Cob Cottage - One of the simplest building methods, straw, clay, and water.

The Paleo Diet - Loren Cordain's Paleo Diet site: research-based ancestral nutrition.

Peter Attia - Physician Peter Attia on longevity, metabolic health, exercise, and aging.

Blueprint - Bryan Johnson's longevity project: protocols and health data from his Blueprint program.

RP Strength - Training and nutrition articles from Renaissance Periodization's coaches and sport scientists.

Tony Gentilcore - Strength coach Tony Gentilcore's articles on lifting, coaching, and training habits.

Steve Magness - Performance coach Steve Magness on training, mindset, and sustainable excellence in sport and life.

Science of Running - Steve Magness and Jonathan Marcus on endurance training, coaching, and sport science.

Strength Running - Strength training and injury prevention for runners, from coach Jason Fitzgerald.

Chris Kresser - Chris Kresser's articles and podcast on nutrition, functional health, and recovery.

Common Law

The Documents - Derek Johnson's work that shows how and why Trump is the Commander-In-Chief of a Strange Alliance of Generals that have implemented a world wide Continuity of Government military operation.

1215 - Home of Bill Thornton who writes about the Magna Carta, and Common Law

Court of Record - Ray Sundarsson's Court of Record on the Way Back Machine

Invisible Contracts - George Mercier on the nature of adhesion contracts

Errant Sovereign's Handbook - Augustus Blackstone on common law and jurisdiction

Family Guardian Fellowship - Legal education on common law to protect families

Sovereign Education & Defense Ministry - Legal education on common law

Williams and WILLIAMS Law Group - Brandon Joe Williams's research, courses and commentary on contracts, legal personhood and self-representation.

Education

Fu Jow Pai - Home of Chinese Kung Fu grandmaster Wai Hong.

Socratic Experience - Home of Michael Strong, founder of many Socratic & Montessori Schools, and home school programs.

Stellar House Publishing - Digging deep into world religions, and esoteric mysteries.

Universal Truth School - Home of Santos Bonacci and his perspectives on Syncretism.

ISV Bible - Home of the International Standard Version of the Bible, a modern-day KJV