January 15, 2024

Tenets

 Mood follows action.

Focus is the key - focus on the goal line with periodic adjustments.

Foreshadowing Failure can motivate in succeeding meeting your goals

Be aware of self-sabotage

Routine is the sign of an intelligent man

"Am I being productive or just active?"

"Am I inventing things to do to avoid the important?"

"The existential vacuum manifests itself mainly in a state of boredom." - Viktor Frankl

Doing > Having

What you do > How you do it

If you cannot fail, you cannot learn

It is much easier to strive for perfection when you are never bored

Knowledge is Money


January 14, 2024

My Notebooks

I have amassed a smattering of notebooks, of all sizes, small, medium, to large. I'm organizing them and what I've done is go through and tear out pages to tape into larger ones, that way I have margins to keep adding to them. Some of them have three plus iterations so I need to review to bring my final to life on this website. I wonder if any of my science fiction writing could be interwoven? I feel this creative yearning, this muscle to flex and release. All I can do is write, a little bit, each day. You cant lose if you dont quit.

Update: 01/15/24

Here are a few links to my other blogs, when I was into blogging - I organized my content better. 



Having a Side Hustle turned into my realization that passive income isnt truly passive - an article I wrote about on my website caeliancapital.com

Soon, I will be adding those posts here for everyone to read.

A Brief Recap, a digital journal entry.

Wabi-Sabi, it's a term I wrote about on my investment website. It's essentially embracing the beauty of life's imperfections. Life gives us a million unique moments every day all for ourselves that no one will get to experience like we did. If a tree falls in a forest and no one is around... 2023 brought many enlightenments and challenges, especially in building a business... again. Electric has been a blessing and a scary curse in a way. Or maybe that's just my way of mental torture I've somehow become dependent on. There is a lot to talk about and I don't know if this post will get me there, but what I can keep promising is that one day, and with more intent and frequency I will land the needle and we will blast off. I'm becoming more and more confident in my ability to weave. So I plan on weaving what details and elements I can, into an online presence, for now it IS scattered and things like launching my own merchandise and clothing have been put on a backburner, well because it's boring. I realize now though, that one channel, one avatar, one product are the foundation and filling in every single element to that foundation is the way to go. So, in order to get back to that foundation and away from this whimsical world of business I've been living in dreamland around, it's time to necromance my (this) blog from the ashes, again. Lol. oi vey, it's just practice here. A stream of consciousness blog is what may occasionally happen. If it were true to its principle, I wouldn't even change the spelling errors, but "alas" I am a perfectionist, mostly. Details matter, but you must lead and control the art like Sun Tzu, in The Art of War, says (or maybe not, who am I kidding) you must sacrifice the details for essence of speed. And being a good commander an general you must dial that to the situation. Oh yeah, update, been steady on Stand Tall over on my YouTube... the content is flowing there. It's probably good practice to continue that for a while. I'm wanting to do a Principles and Art of War/Daily Stoic combo, but I don't know which one. Three is too many. Perhaps How to Win Friends and Influence People next. Here are some things I'd like to gain insight on and build consistency around: 

-streaming video games: I play video games and love them for their art, their story's, their everything. Video games have been an integral part of, well, me. So I'd like to share that with the world if the world would watch. So, set up stream labs so that it is easy to stream. I already play games, add the extra step of SLOBS. How complicated does it need to get? Hopefully it can be basic. YouTube is like for Stand Tall though, But maybe it can be an aggregate. I know my videos auto upload to Rumble, so any that YouTube (one at this writing) that YouTube deems not good for their content, rumble has. There's that.

 -Patreon: Managing myself has been the toughest thing, especially digitally. I have a lot of great investment strategies that Ive used to create myself and my clients a lot of wealth. I just cant openly share it through SEC/FINRA regs, and plus, it's gifted knowledge. I need to aggregate my strategies there, Stand Tall style (meaning no cuts (unless necessary due to interruptions), scripts, or fancy effects) and talk about them. I can release the datasets here for free though. Like for instance, twice Ive used a strategy involving Netflix to make about 8% gain on a 4-month investment term. During certain times of economic turmoil and crisis I have netted clients and self over 177% up to 800% returns in some cases. The issue is it's all done almost autonomously by me in my clients' accounts, I can't explain the "Art" of investing. Other things are transferring my thoughts & writings into digital form to the world. so here, this is me continuing to attempt that. Let's begin...

August 19, 2023

Unleashing the Power of Water: Investing in America's Hydroelectric Future

In a world navigating the complexities of climate change, economic uncertainties, and political divides, one solution stands as a beacon of opportunity: hydroelectric power. Far beyond mere energy production, hydroelectricity offers a pathway to sustainable economic growth, technological innovation, and a cleaner future for all.

China's remarkable success with the Three Gorges Dam illustrates the untapped potential of harnessing water to fuel progress. As the largest hydroelectric power station globally, the dam has become a symbol of economic empowerment, environmental stewardship, and strategic investment. It's not merely a case study for engineers and environmentalists; it's an inspiring story for investors and the American public seeking to recession-proof their financial strategies.

Here's a quick breakdown of the diversity of energy sources currently:

Fossil Fuels

  1. Natural Gas: Around 40% of total electricity generation. Natural gas has become a prominent energy source due to advancements in extraction methods and its lower emission profile compared to coal.
  2. Coal: Approximately 19-20% of total electricity generation. The contribution of coal has been declining due to environmental concerns and competition from natural gas and renewables.
  3. Petroleum: Less than 1% of total electricity generation. Petroleum is mainly used for transportation and heating rather than electricity generation.

Renewable Energy Sources

  1. Wind Power: Roughly 8-9% of total electricity generation. Wind energy has been growing rapidly due to technological improvements and supportive policies.
  2. Solar Power: Around 2-3% of total electricity generation. Solar energy is also growing but still represents a smaller portion of the total mix.
  3. Hydroelectric Power: As previously mentioned, around 6-7% of total electricity generation.
  4. Biomass: Approximately 1-2% of total electricity generation. Biomass energy comes from organic materials like wood and agricultural waste.
  5. Geothermal: Less than 1% of total electricity generation. Geothermal energy harnesses heat from the Earth's core.

Nuclear Energy

  1. Nuclear Power: About 19-20% of total electricity generation. Nuclear energy provides a significant portion of the U.S. electricity and is considered a non-greenhouse gas-emitting source.

 

 

But how does this tale from across the ocean resonate with us here in the United States? How can we leverage the lessons from the Three Gorges Dam to shape our own energy future and investment landscape? This blog post aims to answer these questions and more, offering insights into the promising world of hydroelectric investments, the companies powering this green revolution, and the opportunities awaiting savvy investors.

The Economic Success of the Three Gorges Dam

The Three Gorges Dam, stretching across China's Yangtze River, is a marvel of modern engineering and a testament to the transformative power of human ingenuity. Its construction provided employment to hundreds of thousands, spurred regional development, and laid the groundwork for technological advances that resonate globally.

But the dam's true triumph lies in its seamless integration of economic prosperity with sustainability. By generating over 100 billion kilowatt-hours annually, the dam offsets approximately 1 million tonnes of carbon emissions — a resounding victory for both the economy and the environment.

Its success as an investment model is equally compelling. From B2B opportunities in infrastructure components to broader ripple effects in various industrial sectors, the Three Gorges Dam serves as a blueprint for how hydroelectric power can create resilient investment portfolios.

 

The Economic Case for Hydroelectric Power in the USA

Job Creation & Infrastructure Investment

The blueprint for hydroelectric success isn't confined to China. America's own history with hydroelectric power, from the iconic Hoover Dam to the Tennessee Valley Authority (TVA), shows a legacy of innovation, development, and economic stimulation. Today, the opportunity to rekindle this legacy is ripe for exploration.

 

An expansion in hydroelectric infrastructure promises a resurgence in job creation, extending opportunities from construction and engineering to maintenance, operation, and management. B2B companies that provide essential components and services stand to flourish, creating a thriving ecosystem around this renewable energy source.

Regional Development & Energy Diversification

Strategically planned hydroelectric projects can breathe life into local economies, especially in regions brimming with untapped hydro potential. It's not just about erecting dams but building communities and fostering technological advancement.

Moreover, hydroelectric power contributes to America's energy diversification, reducing reliance on fossil fuels and stabilizing energy costs. This positions hydroelectricity as a recession-proof investment avenue, aligning with the rising Chinese middle class and the global shift toward renewable energy.

Aligning with Sustainability Goals

Emission Reduction & Renewable Resource

The demand for environmentally conscious products, from electric vehicles (EVs) to smart home solutions, is on the rise. Legislation is following suit, with increasing mandates for renewable energy. As an electrician, I've witnessed firsthand the growing appetite for clean and sustainable power solutions.

Water, unlike fossil fuels, offers an endless source of energy. By investing in hydroelectric projects, we're not merely tapping into a renewable resource but actively contributing to the reduction of greenhouse gas emissions. The alignment with global sustainability goals is unmistakable, and the investment potential is profound.

Responsible Development & Balancing Growth with Environment

In our pursuit of economic growth, environmental stewardship must never take a back seat. Responsible planning, community engagement, and adherence to sustainability principles are vital. Lessons from both successes and setbacks in U.S. hydroelectric history guide us toward a path that harmonizes economic aspirations with ecological prudence.

Challenges and Responsible Approaches

While the economic and sustainable allure of hydroelectric power is compelling, it's crucial to recognize potential challenges. Environmental impacts, community concerns, and regulatory hurdles must be addressed with transparency and diligence.

Balancing economic imperatives with social responsibilities is key. Through multi-partisan efforts and unwavering commitment to responsible development, we can overcome these challenges, transforming hydroelectric power from a theoretical solution into a tangible driver for change.

 

Gleaning Insights from China's Three Gorges Dam

Strategic Planning & Long-Term Vision

China's success with the Three Gorges Dam is no accident. It's the result of strategic planning, long-term vision, and a commitment to innovation. From site selection to technological advancements, every step was meticulously orchestrated.

The U.S. can replicate this success by prioritizing hydroelectric projects in its infrastructure roadmap. With a future-oriented perspective, attention to regional needs, and collaboration with industry experts, America can design a sustainable and economically promising hydroelectric future.

Economic Stimulation & Investment Attraction

The Three Gorges Dam is more than a marvel of engineering; it's an economic powerhouse. It attracted both domestic and international investments, spawning a vibrant ecosystem of B2B opportunities and fueling regional development.

 

Investors looking to tap into this potential in the U.S. can explore companies that contribute to hydroelectric infrastructure. From construction and maintenance to technology and services, these B2B firms offer recession-proof investment avenues, mirroring China's success.

 

Environmental Stewardship & Renewable Commitment

China's commitment to renewable energy is evident in the Three Gorges Dam's emission offset of approximately 1 million tonnes of carbon emissions. This aligns with the global imperative for clean energy and positions hydroelectric power as a key component of a sustainable future.

 

In the U.S., this translates to a clear opportunity for investors and policymakers to champion hydroelectric projects. By placing environmental stewardship at the forefront, America can lead the renewable energy charge, fostering economic growth while safeguarding the planet.

 

Balancing Challenges with Multi-Partisan Collaboration

China's journey with the Three Gorges Dam wasn't without challenges. Environmental, social, and regulatory hurdles were met with responsiveness and collaboration. Multi-partisan efforts ensured that the dam's development balanced economic benefits with social and ecological responsibilities.

 

The U.S. can learn from this balanced approach, forging multi-partisan collaborations and transparent engagements. By treating hydroelectric development as a unifying goal, America can turn potential challenges into stepping stones toward progress.

 

Conclusion: America's Hydroelectric Opportunity – A Path Forward

In the face of a declining economy and the urgent call for sustainability, hydroelectric power stands out as a beacon of opportunity for the United States. It's not just a solution to energy needs; it's a strategy for economic rejuvenation, investment resilience, and a sustainable legacy.

 

Drawing from China's success with the Three Gorges Dam, America has the blueprint, the expertise, and the imperative to forge a hydroelectric future. The time to act is now.

 

Are you ready to explore the investment opportunities within America's hydroelectric landscape? Looking to recession-proof your portfolio with innovative strategies aligned with global sustainability? Book an appointment to discuss this investment pathway and let's build a future where economic success and environmental stewardship go hand in hand.

August 10, 2023

Rising Interest Rates: Understanding the Truth Behind the Headlines

 The financial news landscape is filled with headlines and stories that aim to capture attention and guide opinions. With a constant flurry of information, it's easy to become lost in sensationalized narratives, especially when it comes to complex topics like rising interest rates. One common misconception perpetuated by some media outlets is that rising interest rates are inherently bad. But is that really the case? Let's dive into the facts.

The Economics of Rising Interest Rates

Interest rates play a pivotal role in managing economic growth and inflation. When an economy is growing strongly, central banks may raise interest rates to prevent overheating. Contrary to popular belief, this is not always a negative sign:

- Sign of Economic Strength: Rising interest rates often signal a thriving economy where inflation becomes a concern. It's a measure to cool down excessive growth and keep the economy on a sustainable path.

- Impact on Investors and Consumers: While higher interest rates make borrowing more expensive, they also benefit savers and can attract global investment. The effects on individual consumers and businesses will vary, depending on various factors.

- Balancing Act: Central banks must carefully calibrate interest rates to avoid stifling growth or fueling runaway inflation. It's a delicate balance that requires thoughtful analysis and understanding.

The Media's Role in Shaping Perceptions

So why do some media outlets portray rising interest rates as a looming disaster? The answer lies in the nature of today's media landscape:

- Scare Tactics for Views: Sensational headlines and alarmist tones attract clicks and viewers. This incentive can lead some media outlets to emphasize the potential negative impacts of rising interest rates, while downplaying or ignoring the positive aspects.

-Financial Literacy Gap: Complex economic concepts are often simplified or misrepresented to appeal to a broader audience. This can lead to misunderstandings and misguided fears.

Conclusion:

Rising interest rates are neither inherently good nor bad. They are tools used by central banks to guide economies along a balanced and sustainable path. While there may be challenges and adjustments associated with changing interest rates, it's essential to recognize the broader context and resist being swayed by sensationalized headlines.

Stay informed by seeking out diverse and reputable sources, engaging with financial experts, and always thinking critically about the information presented. Rising interest rates may make for eye-catching headlines, but understanding the nuances behind them will lead to more informed decisions and a more balanced perspective. Don't let fear-driven narratives guide your understanding of this complex economic phenomenon. The truth is often more nuanced and less alarming than the headlines suggest.

August 5, 2023

Embracing the Wabi-Sabi of Finance

 In today's data-driven world, there's an obsession with precision. From the kitchen of a 5-star restaurant to the algorithms of a robo-adviser, perfection is often touted as the end-all and be-all. But what if we told you that in the realm of portfolio building, like a chef's signature dish, perfection can sometimes be... well, dull?

The Bland Taste of Perfection: Imagine walking into a renowned restaurant, excited to taste the magic of its acclaimed chef. You take a bite and think, "It's perfect." But is your heart racing? Is your soul singing? More often than not, perfection is predictable. It's describable. And in many domains, it's easily replicable. A perfect dish can be recreated by any trained chef, but a memorable dish? That's the work of a maestro.

Portfolio Building: Beyond the Recipe: Much like in the culinary world, the realm of finance has its set recipes. Robo-advisors, with their algorithms and pre-set models, will serve you the 'perfect' portfolio on a silver platter. But does it resonate with you? Does it capture the essence of your dreams, goals, and risk appetite?

Perfection, as it turns out, removes the human element. It's this very aspect that breathes life, passion, and uniqueness into anything – be it a dish or a portfolio.

Why A Perfect Portfolio Isn't Always the Best Recipe: Drawing from the Japanese aesthetic of Wabi-Sabi, which finds beauty in imperfection and transience, we believe in crafting portfolios that mirror the ebbs and flows of life. Instead of a 'one-size-fits-all' model, we lean into the intricacies, the nuances, and the individual stories of each client.

 

 

At Caelian Capital, we're not just portfolio managers; we're craftsmen of finance. We believe in the beauty of imperfections, the stories they tell, and the uniqueness they bring. We don't just follow the market; we listen to you. Your goals, your dreams, your worries, and your milestones shape your portfolio.

While robo-advisors are busy drawing within the lines, we're sketching outside the box, creating a financial masterpiece that's as unique as you are.

In a world racing towards algorithmic perfection, we invite you to celebrate the human touch, the art of imperfection, and the beauty of a truly personalized portfolio. Because, just as the best meals are crafted from the heart, at Caelian Capital, we believe your portfolio should be too.