Founder, Advisor, Lawyer - supporting the reindustrialization of America in energy, gold and critical minerals, and the new technologies that enable them.
Dallas-Fort Worth Texas
Joined September 2017
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Rand Marsh retweeted
Ray built the $100B hedge fund.
His own family office just filed this:
87% gold.
$419M in the metal.
$61M in everything else.
Not a hedge.
The position.
When the guy who spent 50 years mapping debt cycles puts nearly the entire disclosed book into the asset with no counterparty, the chart stops being a portfolio and starts being a statement.
Take a minute and absorb this. Mr. Dalio built Bridgewater after getting smacked in the market and built the system so that he could not just believe that he was right, but know that he was right. That made Bridgewater so successful. Look where he is allocated now. Gold.
Rand Marsh retweeted
Part of a longer conversation with @CryptoRichYT regarding liquidation. @TFL1728 @the_irascible youtu.be/06xsn2WUM3Q?is=jX02…
Rand Marsh retweeted
Meanwhile…
If gold miners were a standalone sector, they would be the cheapest group in this comparison of US equities.
Roughly a 10% free cash flow yield.
No other sector shown comes close.
tavicosta.substack.com/p/sho…
Rand Marsh retweeted
The Dollar's 'Not Gonna Die' - GOLD to $20K, BITCOIN to $1 Million 'Mini... youtu.be/h0-Z3N9Lc-Q?si=n2vw…
Rand Marsh retweeted
‼️ CENTRAL BANKS BOUGHT THE MOST GOLD IN NEARLY TWO YEARS IN SEPTEMBER.
AS GOLD PRICES FELL 8.5%.
An estimated 63 tonnes, according to preliminary World Gold Council figures.
62% more than August.
TELL YOUR MUM. TELL YOUR LANDLORD. TELL THE GUY YOUR WIFE TOLD YOU NOT TO WORRY ABOUT.
THEY ARE BUYING THE DIP 🍿
Rand Marsh retweeted
No American should lose access to a bank account because of their politics or their industry, and that includes the digital asset businesses wrongfully targeted under Operation Chokepoint 2.0. Thank you @SecScottBessent and @USComptroller for working to ensure Americans have fair access to banking.
Under the leadership of @POTUS and @SecScottBessent, @USComptroller Jonathan V. Gould is ending the weaponization of finance. Read about the OCC’s supervisory review of debanking activities in its nine largest national banks and its efforts to guarantee fair banking for all Americans. occ.gov/FairBanking
ALT A person signs a document at a desk in an office setting, surrounded by three others standing in the background. An emblem for the Office of the Comptroller of the Currency is visible. The text reads, "Guaranteeing Fair Banking for All Americans.
Rand Marsh retweeted
Market Report 10-14-2026: Respect Whose Authoritah, Vladdie?
At some point everyone has a 'come to Jesus' moment. That moment is nearly here for Ukrainian "President" Vladimir Zelensky. Kiev (not Kyiv) is getting a right thrashing now that Elon Musk and the US government have shut off all military satellite assistance to the UAF via Starlink.
The tracksuit midget that thinks he has the right to demand the resources of the world to press his vendetta against Russia on behalf of the slimiest of slimy globalist (mostly British, French and German, with a side of Blackrock) douche canoes has worn out his welcome not just in the White House (which was long gone) but really with the rest of the world.
The only people who hate what is happening here are the Bluesky'ers who hate anything and everything Trump does, and the aforementioned douche canoes ... on both sides of the US political aisle.
So, as we watch the markets this morning over-react to a completely predictable CPI number, which drove US bond yields higher and sparked the requisite meltdown in financial commentators, remember folks the first rule of markets, "He who is screaming is losing his ass!"
The sooner the Tracksuit Midget of Kiev is cut off from his cocaine suppliers, the faster we can get to a much better, more stable world. Otherwise, he really doesn't want to say hello to either Trump's or Putin's little friend. That will be quite an uncomfortable day for anyone.
patreon.com/GoldGoatsNGuns/p…
And this forms the basis of the US system as well. So few attorneys, even real estate lawyers, understand the foundational material this way. One can argue that this heritage is one of the ingredients for the economic success of common law countries.
Long term - copper deficit is real - most of the world is only just now getting the word.
[Copper, Silver, Gold - just sayin...]
What is social media coming to - like we are at a mascaraed ball after everyone is drunk and everyone is just talking whatever sh** pops out of their mouth (except you of course - you are like one of the designated drivers!)