testing Nostr connection from Alby ⚡
BMD
npub13qh2...ppg7
It’s not what you don’t know that kills you, it’s what you know for sure that just ain’t so. Multi-asset allocation, precious metals.
Big 6 capex acceleration from $222BN in 2024 to $503BN in 2026. Free cash flow deceleration in 2025. META -14% last week on capex ramping.
Slowly figuring out the Nostr, Alby decentralised world. I’ve got the Alby hub on my laptop and my lightning address set up and linked to my Nostr account (etherealsoup168448@getalby.com). But to get my Alby wallet working I need to buy some sats. But to buy BTC to top up my Alby account with Mt Pelerin, I need to verify my lightning address by paying 1 sat. Alas, I don’t have 1 sat, lol and I am going around in circles trying to figure out what to do to finish the set up process. The life of a BTC noob, lol.
Presentation slides - October 2025, from Secure Investments
Presentation Slides - October 2025
Capital Preservation. Risk Management. Independent Thinking.
Metal tops and energy bottoms!
Metal tops and energy bottoms
Latest market views covering stocks, the USD, oil and, of course, precious metals