What a long strange trip it’s been.
Working from the other side.
As buyer instead of seller.
Forgot what that was like for a while. Interesting reminder.
I appreciate those of you that stuck around. Will try to hold up my end of the bargain, details* below.
I also appreciate those of you just arriving, for this, the next chapter of this particular journey.
Friday was my last day in government service.
We'll talk about it in depth in another ramble, once I figure out how to write about it.
I will say this: I was honored to have contributed - even for a short while - alongside so many men and women who make me proud to be an American.
The reason I left was not over any policy, person or outcome. I met some phenomenal people, working very hard to keep the country safe and move it forward.
No, I left to get back into the dialogue about what it all means, and what to do next.
I’ve had a lot of conversations about “what are you going to do next?” and the only real answer I can give at this time is:
It's time to go West. It’s time to go home. It's time to see my wife. It's time to get back to writing. It's time to start the engine.
Till next time.
*For those who kept paying
Monthly subs will get one month free.
Annual subs who didn’t cancel get a free month for every month they waited, plus one.
Premium subs TBD but proportionate.
Substack was unable to pause subs on Apple Pay. So we will add four months on those.
I will be clicking through their difficult UI for untold hours as emotional punishment for my transgressions.
DISCLAIMER
(Yes, the disclaimer is longer than the post. Welcome back to finance.)
The views expressed here are mine and mine alone. They do not reflect the official policy or position of the U.S. Government or any of its departments or agencies, or of any entity with which I am or have been affiliated. References to my former roles do not imply endorsement by any of them.
Charts and graphs included in these materials are intended for educational purposes only and should not function as the sole basis for any investment decision.
This letter does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service, regardless of whether such security, product or service is referenced in this letter.
Nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
Not sure what to make of this post
Alexander, there is something beautifully honest about this.
Sometimes we don't leave because something went wrong. We leave because something inside us is telling us it is time for the next chapter. I especially appreciated that distinction in your words.
“It's time to go West. It's time to go home. It's time to see my wife. It's time to get back to writing. It's time to start the engine.”
There is a lot of wisdom in knowing when it is simply time to move.
And perhaps the best part of a new chapter is that you don't have to know exactly where the road leads before you begin driving. Sometimes knowing what you are moving toward is enough.
Welcome back to the saddle, my friend. I’m glad you’re writing again—and I’m looking forward to seeing where this next chapter takes you.