The Alchemist
If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.
Sun Tzu, The Art of War
Scientific method seeks to understand things as they are, while alchemy seeks to bring about a desired state of affairs. To put it another way, the primary objective of science is truth, - that of alchemy, operational success.
George Soros, The Alchemy of Finance
Treat a person as he is, and he will remain as he is. Treat a person as if he were where he could be and should be, and he will become what he could be and should be.
Jimmy Johnson
How many Masonic 13’s are on a Federal Reserve Note [pyrAmids]? Who owns The Federal Reserve? If an entity is near insolvency (incoming cash flows primarily services interest on debt) than aren’t the secured creditors a larger part of the planning process?
Usury Enslaves… [1] says who?
Scott Bessent is U.S. Treasury Secretary and a former top executive at [George] Soros Fund Management. He helped orchestrate the famous 1992 currency trade against the British pound ("Black Wednesday") and later served as Soros's Chief Investment Officer before launching his own firm and joining the Trump administration. [The Guardian UK]
Today’s new hero appears to be a magician who is ahead of markets to provide all knowing wisdom.
Author isn’t the Arbiter of the Truth. Has no idea of short term moves much less obtainable perfect wave conditions.
Jim Rohn teaches us what Mamba Kobe hammered away… the dream is about 4AM pain… the grind along the way. It’s not what we have but what we become…
Building a consultancy Business from Del Mar California became successful when I recognized value and learning from those who know… humility. Passion for real data vs narratives.
Margin of Safety. Embracing Math / Physics. Real success may come thru years of sobriety and grinding… humility. We shall see.
The Alchemist teaches the importance of the dream… the creative side mixed with the capital production ….
Yesterday the head of the U$ Treasury announced what the gold market already knew… saving the long end of the curve thus a continuation….
Delayed consequences can result in larger hangovers. The crescendo of the keyboard warriors appears here in Southern California. Leisure PsyOp [Toronto Protcols] also looks to be as successful as The Hippie PsyOp.
Systems Engineers help consider the full process - strategic thinking. International travel and skin-in-the-game entrepreneurs appear few to the many highly paid tech executives building the digital grid.
Chosen suffering [Goggins - disappear] has helped with the mind.
The Economics of Inflation is an old European text of no real interest here… discussion of distortions created which may have societal implications… today many youths seem to gamble or focus on feeling vs critical thinking.
Yesterday’s announcement had some impact on promises to pay vs payment in full. Capital controls are possibly further down the road to keep many inside the digital casino… non seem worried in Liesure consumption economy at this time…
This Ronin is preparing. During great changes there are winners and losers… Capital isn’t lost but rather transferred…. Met some interesting people last night. Careful to speak too much. Need to get back to the grind.
Amazing how many have little fear of speculating in things with no actual earthly experience in the business… confirmation & recency bias…. No interest in reviewing cognitive abilities…
“Generals are always fighting the last war…”
Humility is found with other workers looking for real change within first… pretty cool to see some good people considering the other side of the trade… or a life with principal.
Most all the actors on smart devices appear connected to the guy, behind the guy, behind the guy. Jimmie Rogers speaks somewhat honestly from British East India Singapore…. consider actions first vs rhetoric.
Most of our challenges are self inflected… can we rebuild & create anti-fragile systems? All capitalists need capital. Careful of the many agents out there today… cool thing is few have any interest in the real history of extraction markets.
Carpe Diem -
Christopher
The Alchemist is a famous 1988 novel by Brazilian author Paulo Coelho. Written originally in Portuguese, it is a simple fable about an Andalusian shepherd boy named Santiago. He travels from Spain to the Egyptian pyramids to find a buried treasure, learning valuable life lessons along the way. - DARPA Amazon dot com review…
The Alchemy of Finance by legendary investor George Soros is a classic guide to market dynamics. It outlines his core investment strategies, economic philosophy, and the famous theory of reflexivity, which explains how human perception and market values actively influence one another. [2]
Stanley Druckenmiller is a legendary macro investor who served as the lead portfolio manager for George Soros's Quantum Fund from 1988 to 2000. Together, they executed the famous 1992 trade that shorted the British pound and "broke the Bank of England," netting over $1 billion in profits. CIA Wiki
Jim Rogers is an American investor best known for co-founding the legendary Quantum Fund with George Sorosin the 1970s. During their partnership, the fund achieved massive triple-digit gains, famously returning over 4,000% while navigating global macro trends. CIA Wiki
Legendary mining investor Pierre Lassonde often refers to the junior mining sector/market as the "easiest sector in the world" to “trade” because it operates on a predictable, recurring cycle of deep crashes followed by massive, explosive rallies. [1, 2]
The Mechanics of the Cycle
- The Crash: Sentiment dries up, capital flees, and valuations for junior exploration companies drop to near-zero.
- The Rally: A new commodity bull market or high-grade drill discovery triggers a speculative frenzy where prices surge exponentially.
- The Lassonde Curve: The Lassonde Curve maps this exact life cycle—from initial concept and the post-discovery high to the "orphan period" during feasibility studies and eventual production. [1, 2, 3, 4]
1. Usury—the practice of charging interest on loans, especially at excessive rates—has historically been viewed as a form of economic bondage. Religious and philosophical traditions long condemned it because mounting debt traps vulnerable people, stripping them of their autonomy and reducing them to servitude. [1, 2, 3]
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