OSINTBRIEF
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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 739 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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osintbrief.substack.comLatest Issues
I’m sorry. I failed you all.
I’m sorry.
I somehow failed you all.
I tried to tell you...
to clue you in
and even to warn you.
You see… we live in strange times.
So I did something risky.
I bought a computer.
A Very Expensive Computer.
Worse
I recommend you...
China isn’t “buying gold.” It’s building a sanctions firewall you can’t SWIFT around.
Everyone keeps debating whether China is “returning to sound money.” Wrong conversation.
Everyone keeps debating whether China is “returning to sound money.” Wrong conversation. Beijing is doing something far more strategic: turning physic...
Whack‑a‑Mole Warfare: Get In, Hit Hard, Get Out, Repeat.
The first rule of strategy: Avoid mistakes. Know what not to do.
The second rule: Plan for every possibility.
The third: Plan for failure. Plan for every possibility. Suppose our war plan fails? Then what? Defeated powers never even a...
Exogenous events trigger stock market booms & busts...
Markets don’t move on tidy calendars. They lurch when something outside the model slams into the model. Exogenous shock. New variable. Old playbook stops working.
In 2020, a virus no one had on their roadmap shut the world off like a light...
Buffet is sitting on a pile of cash... WHY?
Berkshire’s Buffet is sitting on a mountain of cash for one reason: optionality. In late‑cycle stock markets, cash isn’t cowardice, it’s leverage. It buys patience while multiples compress, then buys assets when credit cracks. That’s Buffet...
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