Radigan Carter @radigancarter Twitter profile

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Radigan Carter

@radigancarter

8 months

For those reading my recent posts and wondering where I was, I just returned from Haiti where I watched people being macheted in the streets and burnt. And these militias, which is what they really are, not gangs, will not change. They are not interested in being like you with

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Radigan Carter

@radigancarter

6 months

Went to the private beach with the fiancé yesterday, the fee keeps the obnoxious people out so she can tan in peace and I can read. Caught up on GaveKal pieces. Thinking about it this morning, western policymakers are lost. They don’t understand how they are losing to Russia.

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Radigan Carter

@radigancarter

1 year

mentor just called, oldest friend died said he had no clue, dude got cancer, didn’t tell anyone, got his affairs in order and went out told my mentor I admired the hell out of the dude, way to go out like a man mentor asked what I meant said think about it, you rather have

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Radigan Carter

@radigancarter

8 months

US Navy leadership calling red sea largest naval battle since World War 2. To put that in perspective, the last great naval battle of World War 2 was the Battle of Leyte Gulf in 1944. Was the last naval battle which involved battleship against battleship engagements and

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Radigan Carter

@radigancarter

27 days

I’m now listening to Broken Money by @LynAldenContact . Really enjoying it, only been listening to it for two days and will likely finish it in this next week. Very well written. One of those books you want to keep listening to. I had to listen to Chapter 12 twice. After

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Radigan Carter

@radigancarter

8 months

This is what a lot of Americans don't get about Wagner: Talking with a waitress after the firefight subsided this morning, she's telling us how she lives in the suburbs and a year ago gangs came into her son's school looking for someone's kid to kidnap. Gangs ran rampant,

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Radigan Carter

@radigancarter

4 months

The just stop oil people are such pussies. They don’t do it where there are real consequences to their actions. Imagine if they did it in the Kingdom: Dad, why is the blue-haired lady blowing snot bubbles getting her head chopped off? Because son, when you play dumb games you

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Radigan Carter

@radigancarter

6 months

Listening to a podcast where the expert guest is speaking in absolutes about how China - a country now producing more engineers than the west - can’t design its own chips to compete with the west so western sanctions will be successful. The importance of reading history can’t

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Radigan Carter

@radigancarter

9 months

From FT this morning, “Beijing’s call for action to protect the global trade route came as the US is believed to have reached out to China over whether it can apply pressure on Iran, which backs the Yemen-based Houthis. China has warm relations with Tehran.” So we’re doing

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Radigan Carter

@radigancarter

8 months

Good morning, a lot of new people here. So you have an idea of what to expect, everything I share is anecdotal. I only write about what I am doing personally. I do this because my own trust in our institutions is broken and I look for people of integrity I can trust so I am one

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Radigan Carter

@radigancarter

8 months

@Chris_Repke @LukeGromen @LawrenceLepard @Myrmikan Most in the west don’t understand fanaticism because their entire life is devoted to avoiding pain. From Fed preventing losses in their investments, to wanting a pill to solve an illness instead of enduring the discipline at exercising, to not missing a meal, to being able to go

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Radigan Carter

@radigancarter

2 years

If you don’t have [nice things], they can mean a great deal to you. When you do have them, they mean nothing. To me, the unhappiest people in the world are those in the watering places, the international watering places, the south coast of France and Newport and Palm Springs and

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Radigan Carter

@radigancarter

1 year

Back working overseas for a 60 day TDY, few thoughts in no potential order: 1. Dudes who don’t mind traveling and want to make it but don’t have a gift at sales, etc should gravitate to careers that require it. I’ll make $9k in per diem that isn’t taxed and probably another

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Radigan Carter

@radigancarter

8 months

@Santiag78758327 Doing these high threat TDYs these last couple years to a few different continents while domestic have made me totally reevaluate that math. A few thoughts. First totally agree, there is no doubt the ability of the US to use pinpoint on-demand lethality. Which is part of the

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Radigan Carter

@radigancarter

9 months

This conversation between @ErikSTownsend and @gave_vincent was fascinating. I wasn't familiar with molten salt reactors (MSR) for nuclear, or the high temp reactor Erik referenced despite taking a nuclear engineering course so went down the rabbit hole,

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Radigan Carter

@radigancarter

7 months

Good morning, finally getting to sleep in my own bed. If you haven't invested in a good bed, sheets, and pillows can't recommend it enough, a small luxury you get to use every day. We even bought Marco a @bigbarkerusa bed, which he loves. I get the best sleep listening to him

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Radigan Carter

@radigancarter

1 year

Went for a long walk and listened to this episode of Hidden Forces. Mike's point on it used to cost $1,200 to preserve $1,000 of purchasing power 30 years out in the future and with the rise in interest rates, it now costing only $520 today to get

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Radigan Carter

@radigancarter

6 months

Up early, just back from South Korea. From Haiti to the DMZ in two weeks. Life isn't boring. That's North Korea in the picture across the line in the DMZ. There's a sentry standing just in front of the door on the left, watching us, watching him. Will write more on Seoul in this

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Radigan Carter

@radigancarter

9 months

Back in the land of wolves, I watched as the gang member bled out in the street. The drone circled silently 200 feet above. He was trying to pull himself into the shade of a pretty tree with pink blossoms, a thin smear of blood in his wake. He didn't make it to the shade, and I

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Radigan Carter

@radigancarter

1 month

Destiny Disrupted is going to be the one book I recommend for this year. I probably haven’t read a book that has helped me think about the world and human nature to such a degree since the Price of Time. There are many excellent points by Mr. Ansary, who is an incredible

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Radigan Carter

@radigancarter

8 months

Comment by David Einhorn on @profplum99 's latest, "When I say markets are broken, I mean that they have ceased trying to figure out and converge with long term value related to cash flows and asset values. This is the heart of capitalist formation. The basic purpose of capital

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Radigan Carter

@radigancarter

1 year

Walked out of my hotel in Eastern Europe. A dude walks by and then comes back. Yo Rad is that you? I look at him, it’s a buddy from six years ago in Afghanistan. Yo man what are you doing here?! You headed into Ukraine? Naw man, I’m on an R&R from CAR (Central Africa

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Radigan Carter

@radigancarter

4 months

Sobering interview from Serbian President Vuccic. Reposting from the Fortress, worth watching. He says the most important thing to a man is his legacy, after saying Putin is risking everything. All while most in the west are leveraged and think war

Alle Zeichen stehen auf einen grossen Krieg: Serbiens Präsident Vucic...

👉 Eine deutsche Übersetzung (KI-generiert) dieses Interviews finden Sie hier: https://weltwoche.de/daily/alle-zeichen-stehen-auf-einen-grossen-krieg-serbien...

www.youtube.com

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Radigan Carter

@radigancarter

4 months

@AscendantPower Spending two months in Krakow, Poland was a radicalizing experience for me. I walked to work through the oldest medieval town square in all of Europe since it wasn't bombed to rubble by the allies in WWII and saw what we've lost. People would sit out enjoying beautiful parks,

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Radigan Carter

@radigancarter

1 year

When I hear "that is inefficient" I ask myself, "Is this inefficiency a strength in another area which helps to mitigate a risk I need to guard against?" I know I have a different view of finances. I believe I am personally responsible, win or lose, for my own life. That is

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Radigan Carter

@radigancarter

7 months

Went to one of our favorite sushi restaurants yesterday and this robot with annoying hyper happy voice brought sushi to us. I didn't feel enriched, like the future was now. I felt like I could see Bladerunner 2049 from my window seat. All I wanted was a nice quiet lunch, with

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Radigan Carter

@radigancarter

15 days

Wealth, War, and Wisdom should be required reading. Three wise men, one Japanese, one German, one American could have all made identical asset allocations in the 30s trying to do what was best for their families and had radically different outcomes 15 years later.

Luke Gromen

@LukeGromen

15 days

1942-44: Japanese "conspiracy theorists" put more credence in Japanese naval officer sons of their wealthy friends not returning home, & railings in the parks around the Imperial Palace being taken down for iron, than in official govt media which said Japan was winning v. the US:

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Radigan Carter

@radigancarter

7 months

FT asking the real questions Where do you park your super yacht? Central bankers and politicians have socialized so many private losses for so long there is now a lack of berthing space for super yachts. Makes sense why people are now out to get theirs since they feel taken

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Radigan Carter

@radigancarter

1 year

Basic Reading List Death Throes of the Republic, Hardcore History 34-39 Great audio series on how the Roman republic died and became empire, I see a lot of parallels to today in US. Important to understand don't control the course of empire and politicians only care about

Ad Astra

@per_aerumna

1 year

@radigancarter looking for an old reading list of yours. It included The New Silk Roads, a newsletter from a hedge fund, and Peter Zeihan maybe. Could you Re-share?

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Radigan Carter

@radigancarter

5 months

@LukeGromen Amazes me how the elite now don’t like what they did and think it’s as simple as turning money and policy on. Like there are welders, machinists, pipefitters, millwrights etc waiting by the phone for industrial policy is a go and then we’ll be able to compete again. We’re

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Radigan Carter

@radigancarter

23 days

Doing underwriting to buy a place, and loan officer just told me he can now use bitcoin as an asset for proof of funds. This is a material shift from when I did underwriting a year or so ago and the loan officer said they could not use bitcoin as an asset. Only if I sold it and

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Radigan Carter

@radigancarter

7 months

Leadership complimented me on my maturity for correctly reading the room, not being mad there was no appetite for an AAR, not sending any embarrassing emails, and taking care of the other guys with me. I was asked this morning to go out again to two different continents after a

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Radigan Carter

@radigancarter

8 months

@SwiftSocialAI How pretty the flowers were on the trees and shrubs, was very pleasant amongst so much ugliness of constant gunfire and the smell of burning plastic. Most would likely say how fast things can go bad with shutting down airport, or how most people have normalcy bias and will adapt

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Radigan Carter

@radigancarter

8 months

"It was the cannonball that enabled the nation state; before that invention the city wall enabled a small number of defenders to hold up a large army, which inhibited the amalgamation of dukedoms and principalities into nations. If swarms of $3,000 drones can overwhelm the

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Radigan Carter

@radigancarter

4 months

Wife made poke bowls for us last night with homemade yum yummy sauce, opened a bottle of Chardonnay and we watched Perfume: The Story of a Murderer Movie got a little weird at the end, but it did a great job showing how awful life was for people in the 18th century so a good

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Radigan Carter

@radigancarter

5 months

On another trip overseas, watched Citizen Kane on the plane for the first time. Released in 1941 when depression was fresh in everyone's mind. Noted of the industries he was involved in newspapers, radio, paper, ocean liners, gold mine, timber, and apartment buildings only

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Radigan Carter

@radigancarter

3 months

@Uldavec01 @gave_vincent Nice write-up, thanks for sharing. Russell Napier's perspective on China needing to move to a free float currency and inflate away the debt reminded me of what I told a close friend recently when we were discussing Iran, "You are trying to solve an eastern problem from a

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Radigan Carter

@radigancarter

1 year

talked with a 15 year old kid, he wants to fly jets, has already taken some flying lessons told him he’s got an edge, almost no one of his peers are doing anything to set themselves up to be winners when they’re 25 at 15 they’re having fun and not thinking about the

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Radigan Carter

@radigancarter

2 years

Sitting on the balcony drinking coffee, enjoying the stillness of the morning, and writing while the world is hungover and asleep

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Radigan Carter

@radigancarter

10 months

Hope everyone has a great Christmas. Have a couple articles I’m working on, but headed to a failed state in Jan for 90 days so taking a break at the gf’s house in between TDYs and enjoying life. Throwing the ball for the puppy, hanging lights on the back patio, then sitting

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Radigan Carter

@radigancarter

8 months

@JamesChristoph_ This is exactly my point, most in US/West think Wagner are mercenaries and they are not. They are Russia's foreign legion. Their performance, and how people view them, reflects directly on Russia and they know this. I ran into a close friend by happenstance in Poland this

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Radigan Carter

@radigancarter

2 years

off a 17 hr flight from Africa, back from two weeks, didn't like it nearly as much as I did in 2017 first thing I did, get a quad shot latte and catch up on whats been going on, reading Mike Green, Dan Oliver at Myrmikan Research, and Arthur Hayes not surprised at latest

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Radigan Carter

@radigancarter

1 year

finished Antifragile by Taleb, will need to read it a second time started Price of Time by Chancellor on chapter 3 and John Locke is laying out in the 17th century exactly how our central bankers are fucking up today nothing new under the sun

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Radigan Carter

@radigancarter

5 months

@LukeGromen Not only are we doing the same thing as late stage Roman republic while believing we’ll get different outcome with same incentives, The same people who are playing just the tip with political persecution also think they are the right people to be trusted with AI and will unlock

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Radigan Carter

@radigancarter

2 years

I’m back

What about Whelan? — RADIGAN CARTER

Don’t get distracted. Stay focused on buying your own freedom.

www.radigancarter.com

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Radigan Carter

@radigancarter

1 year

As I stepped out from under a rainfall shower with infinity hot water thanks to a tankless water heater, onto a plush memory foam bath mat this morning, I toweled off with a luxurious and soft towel, then blowed my beard dry with a Dyson supersonic hair dryer that spins at

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Radigan Carter

@radigancarter

3 months

So mere hours after President Pezeshkian is sworn in Israel does their strike, which was it really about Hamas, or was it about hamstringing the new President so he couldn't do gradual changes to Iranian policy at home and abroad? Gradual change is what Iranians voted for. Most

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Radigan Carter

@radigancarter

2 years

skipped work, was a gorgeous day so went on a long walk to my favorite local wine store to pick up a bottle for a dinner party tonight, listened to Russell Napier interviews on financial repression there and back. Had a long discussion with the wine store owner on vineyards who

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Radigan Carter

@radigancarter

1 year

. @profplum99 provides a good reminder that in games of absolute risk, survival is the first rule, and sometimes that involves looking back and feeling dumb. Have to remember hope isn't a strategy. Just because something bad didn't happen, doesn't mean the risk for it wasn't

Michael Green

@profplum99

1 year

1/nAlways flattered when @radigancarter takes the time to write on my thoughts. With that said, this is a very important “error”: “wise enough to understand that smart financial decisions, like most good long-term decisions, means I need to do the opposite of my initial emotional

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Radigan Carter

@radigancarter

2 years

saturday morning thoughts over coffee you can't lead men and not live by the same laws you hold them to yet our politicians, and the people that keep voting for them, refuse to accept that failure has a cost we have arrived at an impasse, the good news if strong is then

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Radigan Carter

@radigancarter

1 year

rates on cash up to 4.15% now, great job Powell, you’ve made life a comedy for the rich and a tragedy for the poor we’re getting free money on short term treasuries while poor people buy used cars with 14% loans Super stable society! But hey, keep looking at your models and

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Radigan Carter

@radigancarter

3 months

X flagged my last post, literally about being reasonable as hateful content. Fuck this, going to get the new site done so easier to write and quit doing long posts on here.

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Radigan Carter

@radigancarter

2 months

Headline about NASA discovering water on Mars should be, “NASA proves 19th century science fiction writers right! Water on Mars!” Dudes were writing about oceans on Mars a century and a half ago, and now we find more water than could fill those oceans were on Mars all along.

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Radigan Carter

@radigancarter

9 months

Talking to a friend this morning , I mean Blackrock and others had to buy some btc for seeding the etf, but from what I saw that was maybe 2,000 Btc or $400k per etf and then after that they have a day +1 settlement where based on inflows they can then go out and buy btc. From

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Radigan Carter

@radigancarter

2 years

can't sleep, so lets talk about sudan wonder who backed the RSF play for power gov forces and RSF hated each other for years, even when i was there in 2017 the RSF are savages, they used to be the Janjaweed, arab militias genoiciding people from the wrong tribe who were a

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Radigan Carter

@radigancarter

8 months

Reading One River's weekend notes, "Might an increasing number of investors allocate at least some of their capital to [crypto assets] in a world where there appears to be no major economic block on the planet willing or capable of pursuing orthodox monetary and economic

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Radigan Carter

@radigancarter

1 year

@moseskagan some people aren’t happy unless they’re unhappy

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Radigan Carter

@radigancarter

8 months

After being in Poland/Ukraine this summer, I have zero doubt the summary is accurate about our institutions no longer defining democracy as the will of the people but about their power not being challenged.

Kyle Becker

@kylenabecker

8 months

@MikeBenzCyber "And here's how they did this. They aggregated four different institutions. Stanford University, the University of Washington, a company called Graphika and the Atlanta Council. Now all four of these institutions, the centers within them were essentially Pentagon cutouts. You had

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Radigan Carter

@radigancarter

9 months

"The hero of Jane Austen’s great novel, Pride and Prejudice, was a Mr. Darcy. Mr. Darcy was wealthy — but Austen expressed that fact in a way that today sounds odd. She wrote that Mr. Darcy was worth £10,000 a year. The income from his properties was far more important than the

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Radigan Carter

@radigancarter

2 years

Good morning

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Radigan Carter

@radigancarter

7 months

Reading Sebastian Bea's latest from Coinbase Asset Mgmt, "Don't ask the machine what to do - common sense and courage are the ingredients to tomorrow's portfolio" What a great line.

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Radigan Carter

@radigancarter

15 days

Wife made it through hurricane with only one branch broken off in the yard. I'm currently on another TDY so wasn't home, but leadership is cool and I was planning on leaving if needed to be home. She was showing me on Facetime, and saying how thankful she was I'd done the work

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Radigan Carter

@radigancarter

9 months

So the plan is we’re going to give Israel JDAMs to drop on houses, which will make the entire Arab world mad. We’ll say we don’t give a fuck and send more JDAMs. Well even say some really dumb shit that enrages people, like building JDAMs are good for the economy. Shh shh stop

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Radigan Carter

@radigancarter

8 months

@LukeGromen @LawrenceLepard @Myrmikan I’ve done anti-piracy ops in the strait of Malacca, so at first it made sense when I heard we could choke Chinese oil imports, but I think this edge is diminishing as China builds nuclear and especially if they get Gen IV reactors going commercially, to say nothing of them

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Radigan Carter

@radigancarter

1 year

Good friend just bought a house with a pool, told him I love pools, besides enhancing everyday beauty and being able to host great parties, I once spent six days without power living like a king due to having a charcoal grill, a pool, and a small generator while everyone else

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Radigan Carter

@radigancarter

9 months

Glad I signed up for @Culture_Crit 's newsletter on architectural beauty. I believe much of the problems we have today is rooted in society allowing itself to be convinced ugliness is beauty since once we deny what is self evident, it becomes easy to sell all manner of lies as

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Radigan Carter

@radigancarter

2 years

The brain only wanting dopamine helps explain why holding onto savings (wealth) is hard, have to fight the dopamine addiction modern society is built on.

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Radigan Carter

@radigancarter

1 year

I'm being told Saudi accepting yuan from China for oil isn't a big deal, so let's recap 1974, US did a secret deal with Saudi, US would buy oil and provide military support, in return Saudi would buy treasuries with oil money profit and finance US spending 2011, US among

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Radigan Carter

@radigancarter

6 months

Cool video by @LynAldenContact , bought the audiobook to listen to doing zone 2 cardio

How Money & Banking Work (& why they're broken today) - Lyn Alden

In this 30-minute explainer video, Lyn Alden takes a step back through history and looks into the intricacies of money and banking, offering an answer to an ...

www.youtube.com

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Radigan Carter

@radigancarter

2 years

Helping gf with finances, she sent me screenshots of her student loans All still in covid pandemic forbearance lol wtf Politicians and Fed talk about how great economy is doing, job report, need to hike rates more All bullshit with loans in forbearance three years later

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Radigan Carter

@radigancarter

9 months

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Radigan Carter

@radigancarter

8 months

@LukeGromen 💯My gf is an ER nurse and I'm so tired of worrying about her absorbing a lethal dose of fentanyl that I'm going back to work in the Middle East next year and bringing her with me. No one will do anything to stop the fentanyl or the addicts that try to assault the nurses, so

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Radigan Carter

@radigancarter

1 year

Friend was telling me about Wagner ops last night in CAR over drinks. They are being paid royalties in gold, diamonds, whatever commodity the site they help secure in the bush produces, they get a royalty stream. Reminded me of Zoltan Pozsar's articles using commodities to avoid

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Radigan Carter

@radigancarter

3 years

Don’t over complicate it. Just get rich and be devastatingly handsome. - @KNIGHT19_

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Radigan Carter

@radigancarter

1 year

gf is mad, got a $4k mechanic bill $140 in parts, $3700 for 18 hours of labor she calls me, why is this so expensive? said because the fed keeps fucking all of us she says mid meltdown, I hate them! we all do baby

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Radigan Carter

@radigancarter

1 year

just got off the phone with another loan officer, shopping around for rates she’s telling me I can refi in a couple years because 65% of banking sector thinks Powell will hike 25 bps next meeting and then be done and rates will start going back down in 2-3 years and can then

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Radigan Carter

@radigancarter

1 year

I'm comfortable living out of a backpack and enjoy wandering the earth, but this is the end goal A beautiful place in the timeless mediterranean that brings the outside world inside with clean lines, natural building material, and craftsmanship

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@radigancarter

2 years

"Happiness is a fleeting emotion, because it's triggered by a contrast in circumstances, but you quickly adapt to whatever new circumstances you're in. Shackleton's second hot meal, second bath, and second night's sleep probably felt 1% as amazing as the first [after leading

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Radigan Carter

@radigancarter

9 months

Sharing thoughts and questions I have as we watch things unfold in the Red Sea.

Real Risks and the Red Sea — RADIGAN CARTER

Been a while since I wrote a public post. I’m continuing the tradition of combining higher level strategy I learned from audiobooks overlayed with the reality I know at the ground level, and then...

www.radigancarter.com

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Radigan Carter

@radigancarter

14 days

@0xFaust12 @BlackSwan_ptf @oxbquant Happiness isn't what I pursue, and trying to be happy actually made me miserable. But I didn't realize this until after I blew up my career. After almost four years in war and conflict zones, got burned out. Thought work was holding me back from "being happy", so I left. No

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Radigan Carter

@radigancarter

8 months

@bigdaddygeo Marco the sleeping marauder

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Radigan Carter

@radigancarter

9 months

Reading how investors are piling into peripheral eurozone bonds in hunt for yield I wonder who actually thinks they are going to make a real return on these? Then I keep seeing this phrase “Next Generation EU common debt issuance” and wonder wtf is that Ah yes, more debt, where

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Radigan Carter

@radigancarter

8 months

Sun is just peeking over the mountain, I’m sitting outside on the patio, and fighting just erupted by the river. Much like the Algonquin in the French and Indian Wars, the gangs sneak into position at dark and attack at first light. The nice older lady who owns the cafe walks

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Radigan Carter

@radigancarter

6 months

@winbeig I get it. His books were a big help to me when I first wanted to learn why I was being sent to the far ends of the earth, but when I was in Poland and Ukraine, what he was saying didn’t match with what I was seeing personally so I don’t pay much attention to the predictions.

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Radigan Carter

@radigancarter

8 months

@nickliappas I think taking power back is not possible so long as so many of us think freedom means freedom from the consequences of our choices instead of being able to withstand volatility in our own lives. Many people choose to have 60" flatscreens and don't have emergency funds. They

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Radigan Carter

@radigancarter

10 months

Gents, if you’re still slapping store bought bows on your gifts, may I suggest using ribbon and tying your own bows instead? Bows are after all a simple knot, and knots are our domain. We tie square knots in lines before we fire lines across to moor warships and tie bowline

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Radigan Carter

@radigancarter

6 months

@JonRagga lol mine, I always make leg day arm day

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Radigan Carter

@radigancarter

1 year

Watched 37 days, BBC miniseries on events from archduke Ferdinand being killed to war starting in summer of 1914 Politicians used same arguments for British as world power entering war then as they do now for US British empire never really recovered, even winning the war,

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Radigan Carter

@radigancarter

6 months

Has taken me a while to realize that not being short dollars when you need them is not the same as being long dollars. Getting married, I now see the need to lock in years of income to take care of the future wife if something happens to me and so we can enjoy our lifestyle.

4

0

30

Radigan Carter

@radigancarter

1 year

This Austin Hope is nice

7

0

31

Radigan Carter

@radigancarter

2 years

I’m not nearly as worried about AI as I am the nerds who think they know what they’re doing with it

3

29

Radigan Carter

@radigancarter

8 months

@patrickdward Full list of favorite reading: @Myrmikan 's Myrmikan as noted for his depth of historical comparisons which are second to none and I usually get at least one new book to read out his posts and in general increase my historical and monetary knowledge.

4

5

30

Radigan Carter

@radigancarter

1 year

"A human being should be able to change a diaper, plan an invasion, butcher a hog, conn a ship, design a building, write a sonnet, balance accounts, build a wall, set a bone, comfort the dying, take orders, give orders, cooperate, act alone, solve equations, analyze a new

7

4

30

Radigan Carter

@radigancarter

8 months

@Nick_Wellings lol I tease my gf about it, she can’t go anywhere without her bubble gum pink Stanley water bottle.

2

0

30

Radigan Carter

@radigancarter