Weekly Recap August 2, 2026
Doug and Matt talk Fauci, feet people, world war, and the Odyssey. John presents how credit deflation and currency inflation occur together, updates on the portfolio, and option writing.
Big Wheel Keeps On Turning
The monthly newsletter for premium subscribers. Teaching options writing as a way to enlarge each subscriber's Crisis Investing portfolio without adding new funds. And updates on every position in the portfolio.
Feet People
Notes from this week’s conversation with Doug — the Ceuta invasion, Fauci’s free pass, Nolan’s Odyssey, and how many countries it takes to make a world war.
How To Be on the Winning Side of a Bad Game
The third letter in this series of 3. We arent going to stop it. So what do we do so it won't be so awful?
Coming at You from All Sides: Credit Deflation AND Monetary Inflation
Letter 2 in this series of 3. We all know that the Fed can and does monetize government debt to expand the monetary base. Austrian School thinkers consider this inflation.
Are You Prepared for Inflation? Are You Prepared for Deflation?
Letter 1 in this series of 3. My purpose in these next few letters is to understand what is being foisted upon us and what we can do about it.