A New Beginning

In life and business, change is inevitable, and today, I’m excited to announce a pivotal shift for Caelian Capital Strategies. After deep reflection, I’ve decided to embrace a new title and approach: Economic Analyst. This is more than just a title change—it’s a transformation in how I deliver value, share insights, and contribute to the larger conversation about our economic world.

Why the Shift?

As some of you may know, regulatory requirements have influenced this decision. Under Tennessee’s De Minimis exemption, I am no longer allowed to hold myself out as an investment adviser. This decision required me to reevaluate not only how I present myself, but also the type of content I offer. Many of my previous blog posts focused on investment strategies and portfolio reviews—topics that could inadvertently place me in violation of the Securities Act.

But this shift isn’t just about compliance. It’s about focusing on what truly matters: offering deep, thoughtful analysis of economic trends, free from the constraints of traditional financial advisory roles.

Real-World Lessons: From the Ground Up

Since the founding of Invictus Electric Service Co., I’ve gained hands-on experience navigating the complex economic realities facing small businesses. The challenges I faced—ranging from labor shortages to inflationary pressures—mirror larger economic trends that affect us all. These experiences taught me valuable lessons about leadership, profitability, and adaptability.

For example, the labor shortage in the trades is more than a local issue; it reflects a national trend. Fewer people are entering labor-intensive industries, and the long-term effects on productivity and economic growth are profound. Likewise, inflation has impacted every sector, with clients sometimes unprepared for rising costs. These real-world lessons have shaped my understanding of economics in a way that transcends academic theory and ties directly into the boots-on-the-ground reality of Middle Tennessee.

Challenging Conventional Wisdom

My journey as a business owner has reinforced my belief that traditional economics often misses the mark. I have a degree in finance, yet the more I’ve studied and applied economic principles, the more I’ve realized that much of what’s taught in universities doesn’t align with reality. Thinkers like George Soros, Keynes, Hayek, and Friedman have all left an indelible mark on my understanding, especially Soros' theory of reflexivity and the importance of contrarian thinking. I believe that to thrive in today’s world, we must challenge conventional wisdom and embrace new ways of thinking.

A Unique Perspective: The Bipolar Lens

I approach economic analysis from a unique and, at times, bipolar perspective. My condition allows me to view topics through two distinct lenses: one that is raw, dismal, and often critical, and another that is hopeful, optimistic, and solution-oriented. This dichotomy provides me with the ability to approach singular topics from multiple angles, offering a richer, more nuanced perspective. Reflexivity, in my view, doesn’t just apply to markets; it applies to life. The interaction between reality and our perceptions of it is constantly shifting, and this, I believe, is where true insight lies.

The Road Ahead

Going forward, my focus will be on philosophical yet practical explorations of key economic issues. I’m passionate about topics like the evolving labor market, energy needs in the age of electric vehicles, and the role AI will play in shaping the economy. I aim to spark thought-provoking discussions, offering insights that anyone—whether you’re a business owner, an investor, or simply curious about the world around you—can take away and apply in your own life.

A Conversation for All

This new beginning isn’t just about me; it’s about all of us. I hope to create a space where we can explore these ideas together, questioning the status quo and discovering new ways to think about economic and societal structures. Whether you’re seasoned in the world of finance or just starting your journey, there’s a place for you here. Join me as we dive into the complex, fascinating, and often unpredictable world of economics.

Let’s embark on this new journey together.