💡 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.

Jul 14, 2026

Pour yourself a big cup of coffee, come on in, and have a look around. Because this is The Informationist Library, and your subscription is the card that opens it.

Four years of work lives in here. I went back through the whole archive, more than two hundred issues, and pulled the ones that are essential. Each is built to explain a single piece of how money, markets, and the Fed actually work, and I have sorted them into rooms so you can find what you need without digging.

Here is how I think about the place

Every Sunday, I stand in this library and give a talk about what is happening to your money right now. That talk leans on everything in these rooms. The letter is the lecture. This is the collection it draws from.

And the collection keeps growing. Rooms that earn their place will be added periodically. That is the part I love most about a library. It keeps getting deeper.

With that out of the way, let’s take a walk, nice and easy as always.

Two ways to use this

If you came to wander, start with the short walk just below, then roam the rooms in whatever order pulls you. If you came with one question already on your mind, a repo, the yield curve, why your mortgage rate will not budge, scan the room names, walk straight to the right one, and help yourself.

A few doors in every room are marked open to everyone, so anyone can step in and see how the place feels. The rest open with your subscription.

New here? Take this walk first.

Seven issues, in this order. The shortest path from I keep hearing these words to seeing how the whole thing fits together the way I see it. Not a requirement, just the tour I would give you if we walked in together.

Walk through those and the rest of the library reads differently. You will recognize the ideas the moment they show up in Sunday’s letter.

The Rooms

Wander in any order. The first rooms are about your money and your life. The deeper rooms are the machinery that drives all of it.

Why Your Money Buys Less Every Year

the dollar, currency, and debasement

Start here if you have ever felt like you are working harder and staying in the same place. This room is why a dollar buys less every year, who quietly benefits, and the force sitting underneath almost everything else in the building.

Where Money Goes to Hold Its Ground

bitcoin, gold, and hard assets

When the dollar leaks, money looks for somewhere to keep its value. This room is hard assets from first principles, so you can weigh the next bitcoin or gold headline on the merits instead of the noise.

Disclosure: I hold personal positions in several Bitcoin-related securities, including MSTR, ASST, STRC, and SATA.

Reading the Market Like a Pro

markets, volatility, and the tools of the trade

The working toolkit of a professional, the same measures I use on my own book. Walk out able to size up risk, read volatility, and look at your own portfolio with clearer eyes.

Decoding the Fed

the Fed and monetary policy

The most powerful hand on the value of your money speaks in code. This room teaches you to read it, so Fed day stops being noise you wait to have explained and becomes something you follow along with me.

The Nation’s Balance Sheet

the debt spiral and government finances

The fiscal machine behind the debasement, and the arithmetic that keeps pushing the same direction. See the mechanism once and you will track the story in real time, issue by issue.

The Biggest Market in the World

bonds, Treasuries, and the yield curve

The market that prices money itself, larger than every stock market combined. The signals buried inside it tend to warn before the headlines catch up, and this room teaches you to spot them.

How the Money Actually Moves

banking, funding, and the financial plumbing

The wiring underneath the market: how banks fund themselves overnight, how credit gets priced, and how your deposits are actually protected. Learn to watch it and you will see stress in the plumbing before it reaches the headlines.

The Hidden Leverage Machine

shadow banking, hedge-fund leverage, and systemic risk

The borrowed money stacked behind calm markets, from the basis trade to private credit to the pension blowups nobody saw coming. This room is how leverage builds quietly and where it has snapped before, so you can spot the next one forming.

What the Official Numbers Aren’t Telling You

inflation, jobs, and the economic data

How inflation, jobs, and growth actually get measured, and where the official story bends. Walk out able to read the next big print with a skeptical, informed eye.

Behind the Curtain on Wall Street

how funds, fees, and capital stacks really work

The structures the pros take for granted, the funds, the fees, the capital stack. This room turns the machinery from a black box into something you understand from the inside.

Five Hedge Fund Codes
How do Hedge Funds, Private Equity, and Venture Capital make their money? Breaking down the fees simply! · open to everyone
Capital Structure & Claims on Assets: What Equity Investors Need to Know! · open to everyone
Angels, Seeds and SAFEs...How Venture Funding Works!
What is a SPAC?

Before you go

That’s the library. Every room in it built to make one more piece of the financial world make sense, and a new lecture landing in your inbox this Sunday to put it all in motion.

The card is yours. Come back as often as you like. I’ll be in here every week.

Talk soon,

James ✌️

The Informationist