Good afternoon 🤙,

Welcome to the 🍔 Friday lunch-time edition🍛 where we wrap up the week with a little vibe sesh to consolidate the whirlwind of news, markets, and money.

As we look back on the first quarter of 2023, we’ve already seen:

US and Swiss banks meltdown,

USD weakness and skepticism,

a distinctive shift in focus by corporations & state actors to strategic assets (A.I., commodities, military contractors).

Despite inflation, equity markets have staged a turnaround compared to 2022.

The best performing asset of 2023, so far, is Bitcoin (BTC, purple line +70%)

The S&P 500 is up +7% YTD

The Nasdaq is up 20%+ YTD

Open A.I.’s Chat-GPT is the fastest growing application of all time.

So what? 🤷‍♀️

It’s time to pause and rethink our perception of the world and our place in it. 🌎

How do you create value?

How you store value?

Who has say in your future?

What’s at risk if the day-to-day changes?

Major changes that have already started.

• Inflation is high in the developed world for the first time in a long time.
  

• The world’s reserve currency (USD) is being challenged by commodity producers, their buyers, and new-money (crypto).
  

• Global alliance dynamics are in flux— Russia/Ukraine, NATO memberships (welcome Finland), China Balloons, Sanctions, Energy/Food supply lines.
  

• The largest holder of US debt is Japan.
  

• A.I. is the next great leap forward for technology.

What can we do? Some ideas 💡:

Learn about A.I. and how you can become indispensable in its application.

Determine your bias (Political? Moral? Cultural? Confirmation bias?).

Acquire assets you can’t do without @ today’s price.

Diversify your sources of risk.

To paraphrase Warren Buffet, “diversification is the price of ignorance.” This statement infers that diversification is for those who don’t know what they are investing in. Uncle Warren is right, however, it makes sense if you want to invest but can’t dedicate the time to being expert.

Moreover, diversification benefits can be applied beyond investing. Diversify where you can live, what countries you can move to, where you keep your money, what service providers you work with, sources of income, sources of information.

Have a great weekend everyone. If you’re subscribed to our research Substack stay tuned for an article about the US Dollar that we’ll put out on Sunday. Don’t forget to join the giveaway by sharing referrals.

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Share Autonomy using the link below. Each share = a raffle entry. With less than 1000 of you, the odds are ever in your favor. 1st prize is a $100 Amazon Gift Card 💳