Course curriculum

    1. Introduction

    2. Platform Walkthrough

    3. The New Rules of Money for the 2020s and Beyond

    4. The Blueprint for Financial Freedom

    5. Navigator's Guide to the Equity Markets

    6. Money: How to Get It and How to Keep It

    1. Asset Allocation Overview

    2. Asset Allocation Example

    3. Asset Allocation: Primer on Stocks

    4. How to Track a Stock Portfolio

    5. Download the Stock Tracking Spreadsheet

    6. How to Buy Stocks on TD Ameritrade

    7. How to Buy Stocks on Interactive Brokers

    1. Notes on the Model Portfolio

    2. Model Portfolio

    1. Buy Alert - May 31, 2023 - Setting the Cornerstones of Our Portfolio

    2. Buy Alert - October 27, 2023 - Getting Ahead of the Coming Oil Shock

    3. Buy Alert - January 4, 2024 - What to Do As Global Shipping Fractures

    4. Buy Alert - June 7, 2024 - One of America's Most Iconic Brands Just Went On Sale

    5. Buy Alert - December 9, 2024 - The Singularity for Cybersecurity

    6. Special Report - December 25, 2024 - America's Great Reorganization

    1. The Phoenician - October 2022 - The Outlaw Technology That Created the Modern World

    2. The Phoenician - November 2022 - Lessons From the Bond That Lives Forever

    3. The Phoenician - December 2022 - The Birthplace of Abundance

    1. The Phoenician - January 2023 - The Engineering Feat That Gave Rise to America

    2. The Phoenician - February 2023 - The World's First Global Payment Network.pdf

    3. The Phoenician - March 2023 - The World's First Sovereign Bond Trade

    4. The Phoenician - April 2023 - The Birth of Russia's Oil Trade

    5. The Phoenician - May 2023 - The Collapse of the Gold Standard

    6. The Phoenician - June 2023 - What We Can Learn From the Ubers of 1915

    7. The Phoenician - July 2023 - The Invention That Sparked the Enlightenment

    8. The Phoenician - August 2023 - The Unassuming Catalyst That Launched the Information Age

    9. The Phoenician - September 2023 - The Five Most Important Inventions From the Renaissance

    10. The Phoenician - October 2023 - The Jeffersonian Vision for America

    11. The Phoenician - November 2023 - The American Dream: From $2 to a Local Empire

    12. The Phoenician - December 2023 - Gold's Biggest Story In Over a Century

About this course

  • $199.00 / year
  • 49 lessons
  • 1 hour of video content

Subscription Includes

  • Monthly Issues

    We publish each new issue during the last week of each month. Each issue is uploaded inside your dashboard and also delivered to you via email.

  • Stock Portfolio

    We build and track a model equity portfolio based on macroeconomic analysis and professional research. You'll get access to our updated portfolio in real-time.

  • Investment Reports

    We conduct ongoing research to identify new investment opportunities. Our investment reports include detailed performance and valuation analysis.

Ready for unlimited access?