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💡 You Hold Your Own Keys. Who Holds Your Passport?
Flag theory, the Sovereign Individual, and the very practical business of owning a second passport.
 • James Lavish, CFA
💡 The Informationist Library is open
Four years of writing, distilled to what matters most and sorted into rooms.
 • James Lavish, CFA
💡 Welcome to the Library
The essential Informationist. Four years of writing distilled to the issues that matter most, sorted into rooms and growing every Sunday.
 • James Lavish, CFA
📡 The Radar: The AI Boom Opens Its Books
Q2 earnings season opens, June inflation lands, and the Fed chair who went silent spends two days in front of Congress.
 • James Lavish, CFA
💡 Who Actually Makes Money in the AI Boom?
For fifteen years, five companies printed a quarter-trillion dollars a year. The AI buildout just flipped that on its head, and the money is moving…
 • James Lavish, CFA
📡 The Informationist Radar
The first Warsh-era Fed minutes and a week of Treasury auctions put one question on the table: who's still willing to fund all this debt, and at what…
 • James Lavish, CFA
💡 How Warsh Plans to Beat Inflation Without Beating It
He played the hawk in Portugal this week. Underneath the tough talk, he was quietly building the case to cut rates and change the very ruler we use to…
 • James Lavish, CFA

June 2026

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