W&R: Q3, 2026
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The Wreckage & The Rebuild
What's Actually Going On & How To Use It.
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Glimpsing The Intelligence Agencies
I again went long on our next Wreckage & Rebuild, and since Substack has limits on length, I’ve pulled this part out for early delivery.
Bitcoin, The Trumps & Private Credit
I spent three days at the big Bitcoin show recently and came away with some useful information to pass along.
The Iranian Experiment
With the US winding up its efforts in Iran, we find a very interesting test case in front of us.
W&R: Q2, 2026
If we wish to see what’s really going on, it’s crucially important to understand the view from the castle.
How To Watch A War
The fact being that millions of us are presently watching a war in real time, and having been through many of these, as well as having more experience on the inside dealings of war than most people, I think this will be a worthy contribution.
An Interview With The Phoenician League
I recently did an interview with Joe Withrow of the Phoenician League investment group, and he’s given me permission to post it.
Understanding Graft Infrastructures
In our Q1, 2026 issue, I noted that the graft infrastructures of the EU are enormous, and it struck me that this concept of a graft infrastructure deserves some explanation.
January 1, 2026
Welcome to The Wreckage & The Rebuild (W&R).