The challenges we face are mounting: the collapse of the housing bubble, the falling U.S. dollar, environmental changes and deterioration, peak oil, inflation, and the growing possibility of a global financial meltdown. Although we witness these events daily, it may not be clear what they mean for our personal finances.
What actions should we take to position our assets in uncertain times? How can we ensure that our savings and investments are safe and that they will grow sufficiently to support our families? And how will we do this in a manner that protects and transforms our communities and networks?
In this audio seminar, Catherine Austin Fitts addresses how Solari Investment Strategy
can help you identify and manage investment risks and opportunities in today's economy.
Catherine walks you through two sample portfolios. The first invests in the bubble
economy; the second invests in the real economy, demonstrating balanced, diversified
assets designed to perform in a wide variety of scenarios. Catherine also covers the
importance of avoiding the "current yield trap," i.e., investing in income-producing
assets that are being drained by inflationary monetary policy.
Answers to frequently asked questions and insights into specific issues of concern to the Solari network round out the presentation.
Chapter 1. Introduction
Chapter 2. A Fundamental Shift
Chapter 3. Principles of Solari Investment Strategy
A. Total Economic Return and the Popsicle Index
B. Liquid vs. Non-liquid / Global vs. Local
C. Scenario Planning
D. Diversification
E. Financial Intimacy
F. Building Your Own Conspiracy: Solari Circles
G. Net Energy Plus
Chapter 4. Opportunities
A. Personal Self-sufficiency
B. Family, Community, and Network Self-sufficiency
C. Banking Intimate
D. Precious Metals
E. Natural Resources
F. Countries with a strong Popsicle Index (See column to the right.)
G. Enterprises that own/are excellent at:
- Serving high-Popsicle-Index places
- Precious metals
- Natural resources
- Infrastructure and essential services
- “No waste” new technology/real solutions
H. Cash and Cash Equivalents in Strong Currencies |
 |
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Characteristics of Countries with a Strong
Popsicle Index:
- Rich natural resources relative to population and debt
- Young, healthy population
- High learning metabolism, strong educational system
- Respect for individual freedom, free speech, personal property and contract law,
and the rights of others
- Strong currency
- Low government and family debt, high savings rates
- Reasonable military expenditures
- Lively arts and culture
- Investment in alternative energy, protection of the environment
- Strong tradition of entrepreneurship and investment
- Commitment to decentralized decision-making and ownership
- Organized crime not integrated into government, judiciary, foundations, endowments,
culture
- Clean water and air, resistance to GM food
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Chapter 5. Scenarios
| I
Am Concerned About . . . |
Areas of Opportunity
(See 4. above.) |
| Peak Oil
- Wikipedia on Peak oil
- Deindustrialization as fossil fuels diminish
|
A, B, C, D |
| Peak Everything
"Forget peak oil—it's peak everything."
—Jim Rogers, in response to a question
at the 2006 New Orleans Investment Conference about whether he was concerned about
peak oil
- Intense competition for all resources
|
A, B, C, D |
| Deflation:
A decrease in the money supply
Wikipedia on Deflation
|
A, B, C, D
Bonds in F, H
Pay down debt |
| Inflation:
An increase in the money supply
|
A, B, C, D, E, G, H
Use dollar debt judiciously |
| US Economic
Hit / Global Financial Meltdown |
A, B, C, D
"Disaster Preparedness"
Domestic and offshore options
|
Slow Burn:
A political economy managed through principles of economic warfare in which insiders
systematically protect themselves and centralize control and ownership of resources
by using a combination of central bank, government, and banking policies to drain
the time, resources, and lives of outsiders and the natural environment.
The Slow Burn on Catherine's Blog
|
A, B, C, D
Balance of deflation and inflation |
| Transformation |
Same as Slow Burn
"Coming Clean"
Letter to My Broker
"How Does Your Money Work?" |
|
Chapter 6. $1 Million Portfolio: Before-and-After Comparison
Chapter 7. "I Want Current Yield"
Investment 1
Bonds (5%) |
Investment
2
Bullion Fund |
Investment
3
Gold Bullion |
| Year |
at 28% tax rate |
at 28% tax rate |
at 28% tax rate |
| Value, US$ |
Net Yield, $ |
Value, shares |
Net Sales A |
Value, ounces |
Net Sales B |
| 2003 |
10000 |
|
2155 |
|
29.07 |
|
| 2004 |
10000 |
360 |
2080 |
360 |
28.03 |
360 |
| 2005 |
10000 |
360 |
2006 |
360 |
27.02 |
360 |
| 2006 |
10000 |
360 |
1944 |
360 |
26.15 |
360 |
| 2007 |
10000 |
360 |
1894 |
360 |
25.41 |
360 |
| 2008 |
10000 |
360 |
1853 |
360 |
24.82 |
360 |
| Sub-Total |
$10,000 |
$1,800 |
$20,548 |
$1,800 |
$20,743 |
$1,800 |
| After Tax |
N/A |
$1,800 |
$17,201 |
$1,800 |
$17,326 |
$1,800 |
| TOTAL |
$11,800 |
$19,001 |
$19,126 |
Net Sales A = Sales less tax and commissions
Net Sales B = Sales less tax, spreads, and storage fees |
|
| Prices |
Gold Spot |
Bullion Fund |
After-
tax Gain |
Investment Expressed in Gallons of Gasoline |
| by Year (Jan.) |
US$ |
US$ |
Spot |
Fund |
Year (Jan.) |
Price/gal*
US$ |
US$ Bonds |
Gold |
| 2003 |
344.00 |
4.64 |
|
|
2003 |
1.45 |
6897 |
6897 |
| 2004 |
415.30 |
5.29 |
19.96 |
0.18 |
2004 |
1.51 |
6623 |
7995 |
| 2005 |
430.00 |
5.47 |
24.08 |
0.23 |
2005 |
1.78 |
5618 |
7022 |
| 2006 |
519.00 |
6.81 |
49.00 |
0.61 |
2006 |
2.24 |
4464 |
6735 |
| 2007 |
636.90 |
8.90 |
82.01 |
1.19 |
2007 |
2.33 |
4292 |
7946 |
| 2008 |
835.60 |
11.09 |
137.05 |
1.81 |
2008 |
3.11 |
3215 |
7811 (6524 A-T) |
| * Source: Energy Information Administration |
|
Chapter 8. Frequently Asked Questions / Issues of Concern
Chapter 9. Staying Current
Chapter 10. Summary
Chapter 11. Invocation
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Updates (including future Audio Seminar opportunities)
More on Catherine and the Solari Team
|
Introduction
