Categories
Preparedness

Day 604 and One Click

I’ve been procrastinating on two core projects for the fall. Both of which involve making a modest investment between $100 and $250 depending on how fancy I want to get. So it’s not a throwaway amount of money but it’s also not money I should be hesitating on.

I’ve been in my head about it for two or three weeks even though I regularly need to make decisions about much larger sums of money for projects with much longer time horizons. I finally got myself over the hump on clicking order after going over my plans with my husband Alex for an hour. Which we’d definitely bill at more than we spent.

PROJECT ONE: TEST APPLE ORCHARD

The first project is getting in a few apple saplings in a fall planting to test out where we want an orchard. It’s not a full orchard with a big wiz-bang multi-year permaculture plan. We literally just want to get in four to six dwarf trees in the soil as soon as possible as we’ve been told it’s feasible to do fall plantings of heartier Zone 4 varietals.

We did a soil sample and the results came back with very encouraging results. Our back pasture has excellent quality soil despite being compacted by horses.

A soil health assessment from Ward Laboratories.

And yet I struggled to make a purchase. I made a trip to the nursery. I fucked around on a bunch of websites. I ordered catalogs for next year’s spring plantings. Finally this afternoon we threw caution to the wind and bought six dwarfs from Stark Brothers. The total came to about $250 and if it all fails well I’m glad I spent the money on fruit trees instead of a disposable consumer good.

PROJECT 2: SEED STARTS

The second purchase was seed starter supplies for our winter hydroponic crops which we plan to cultivate in the barn. We got a LettuceGrow system early in the pandemic and absolutely loved the quality of greens we got out of it. We’d been able to buy starts (aka seeds that have sprouted and begun to grow) for it in Colorado but this winter I wanted to do my own growing from seeds up into starts.

The goal was to have constant rotation of red and green leaf lettuce along with romaine and kale by staggering seed tray starts. It would be easier and have fewer failure points if we did a new batch of seed starts once every couple of weeks for consistency and move them from one grow light seed tray to the LettuceGrow once it fully sprouted.

I had even less of an excuse here as one of my girlfriends did a massive seed start project this year from scratch and wrote up her entire shopping list and project guide complete with pictures. She did the hard work of translating various guides including one that I had even been involved with making from Josh Centers at Unprepared. He’s got a very thorough guide to starting a garden from seeds straight through to harvest which is worth paying for Substack for just that post.

Here were all of my friends and colleagues just out there doing the work. And I was too scared to experiment myself. Finally today we bought everything we needed from Amazon and purchased six or seven seed types from Johnny’s hydroponic collection. All told for everything it was $86 for a set up that should work for many seasons.

THE LESSON

While I’d never tell anyone to just go nuts putting shit in the ground without some research, I do think it’s possible to be too in your head about growing. I’ve been reading so much about fancy techniques like permaculture that I had neglected the most basic lesson of both startups and gardening. Execution is exponential. Just start doing something. Make it small. But you have to just start. Just plant. Just make things.

A bell curve with a smooth brain, a midwit and a Jedi. The midwit explains Sepp Holzer’s permaculture. The Jedi & the brain just plant.
Categories
Finance

Day 590 and Demography

User acquisition is my little niche in the startup world. While all founders are generalists my super power has always been getting the attention of customers. So I often enjoy little illustrative moments where basic principles of finding and speaking to your audience go awry.

I have tweeted extensively about my concern in the rising cost of core agriculture commodities in the face of shitstorm in the fertilizer markets. This isn’t that novel if you work in finance but it’s probably not a large group of people that are actively discussing fertilizer costs. I do not however buy fertilizer personally. I don’t finance it.

In the face of rising interest rates, partnering with Nutrien Financial™ can help you prepare for the future with confidence. Our latest blog post explores why financing your input purchases may be beneficial to your operation:🔗 nutrienagsolutions.com/blog/5-Reasons… #AgFinancing

I was served a tweet for Nutrien Financial. They would like me to consider financing my crop inputs. In fairness to this promoted tweet the final demographic detail Twitter may know about me is that I live on rural land with agricultural use zoning. I see how I got targeted. And I am delighted to be served this piece of thought leadership from them. But I’m not in anyway their customers base even though I mimic a lot that matches them.

Let’s compare this to another group of advertisements that targeted me this week. I got several pieces of direct mail in my physical USPS post. These folks knew that I had recently purchased a forwarding service from the USPS to make sure old post from my former Colorado address would reach my new one in Montana. Let’s take a look at what they advertised to me based on that piece of information.

A spread of several catalogs and promotional mailers for home furniture, blinds and window treatments and rural road paving services.

It looks likes advertisers who want to reach married couples that have recently forwarded their mail to a new address might be in the market for furniture, window treatments and also I guess rural road paving services. That one might be a rural Montana thing so slightly more niche.

Advertisers argue a lot about high intent audiences. That basically means someone who is likely to buy your product or service. Lots of people can fall into the typical demographic of what you sell but judging if if they are likely to be persuaded to make a purchase can save you a lot of money. Don’t sell to someone who isn’t buying.

Sure you can convince someone they want something with aspirations and glamour but you have to be able to be convinced. It’s a lot easier to do that for a lipstick than a couch. Significantly harder to do for rural road paving I imagine (though I’ve never done it so I can’t be sure). The hardest has got to be financial products for large scale industrial agriculture purchases. Finding people with high intent to buy fertilizer seems pretty specific.

Marketers can and do try to gussy up these facts with fancy languages but getting attention and selling to people that want to pay attention are basic. I’m not the tactics aren’t complex and the work can’t get extremely technical but at least we know we are working with human desires. And I think it’s important to think through that when planning a campaign. Don’t want to overspend on convincing someone who isn’t even in the market to be convinced.

Categories
Preparedness

Day 569 and Scarcity

There are a number of memes that have taken off in the last few years related to food scarcity as a mechanism for elite control Coverage of climate change and the need for change in agribusiness has been covered extensively in mainstream media so it’s no surprise there is backlash.

I Will Not Eat The Bugs is one of the originating memes in the wider World Economic Forum conspiracy universe along with “You Will Own Nothing” Great Reset discourse. It’s a rich memespace and one that every doomer should be watching closely. Twitter went nuts when a cultural review of cannibalism in literature and tv got posted by the New York Times.

Unfortunately the memes were a harbinger of the fundamental challenges of moving towards greener policies through dictate. Especially when you do poor planning that doesn’t account for transition times and significantly lower yields. Sri Lanka’s attempt to go cold turkey on industrial fertilizer turned disastrous.

With the war in Ukraine grinding on, the world is slowly realizing that chemical fertilizers and cheap grain are in danger of being in short supply. Commodity watchers reminded us that China stopped exporting key fertilizer components last year.

It’s not that Americans haven’t noticed the higher costs of food before. The inflation issues plaguing the country are often framed in terms of simple costs like eggs, milk and chicken. Doomberg sounded the alarm in January that we would see a significant food crisis. But there is a new urgency around scarcity that is exploding into the spotlight. My favorite preparedness website Unprepared published a whole guide to dealing with the coming food crisis.

I personally don’t know what will convince people that we are in for much higher prices and harder times. A lot of cascading factors are converging. But I think it’s wise to keep a close eye on scarcity discourse. If you want to keep ahead read things like AgriNews and Bloomberg’s commodity and supply chain newsletters. It’s better to go in with eyes open.

Categories
Emotional Work Preparedness

Day 532 and Mortgage

I signed the mortgage paperwork for my first house today. We are moving to Montana. I don’t know how I made it well into my thirties without every owning real estate but I’m going to guess it involves the Great Recession.

Hell if you go further back it probably involves the bankruptcy my parents endured when Web 1.0 crashed. Point is that millennials haven’t had the best hand when it comes to home ownership. We were either totally broke or housing was so expensive it was comical to consider purchasing anything.

I was quite opposed to it for a long time. Why would you tie up your precious capital? Why would you lock yourself into one place? Why would you cut off optionality? And then the crumbles began. The pandemic hit and we were no longer constrained by geography. We could actually assess long term priorities and ambitions for how we’d live our life.

Which ironically made it even harder to decide. Do we want to live in a city? Do we want a suburb? What states will we consider? How does climate change factor into a purchase. How about resilience issues related to power and water? What about sociopolitical risks? We invested nearly two years into working through these questions.

Montana ended up topping the list even though we considered Washington, Oregon, Colorado, Michigan, New Hampshire, New York and Connecticut. Our goal was a colder climate with a bit of remove from the world with minimal invasive politics. We also wanted some yuppie amenities like decent grocery stores and a good airport. My husband doesn’t like New England and I don’t like heat. But we do love mountains. Montana just kept coming up to the top of the list.

I feel relieved that after all of this effort we were finally able to buy a house. Would I prefer buying without the almost certain knowledge the house will be under water during a recession? Maybe. It’s not optimal. I don’t love the idea of having a mortgage at all.

But the idea of having a home I can rely on for years to come fills me with relief. I’ve quite literally never experienced it. But I think it’s going to be good. My body sure seems happy about it. I felt like I could actually plan. The second we were done with the notary I felt a weight lift. My mind cleared. I felt optimistic. I wanted to plan. I wanted to build.

Categories
Emotional Work

Day 500 and Halfway There

Five hundreds posts is a nice even number. In my heart I find myself fantasizing that I am halfway there. Halfway where? The emotion of a midway point is somehow powerful to me. That I could have known when I started that I’d make it even 100 days let alone 500 seems preposterous. And yet now that I am here I have the quiet confidence to say that yes I will make it to one thousand. That is what I’ve learned from writing every single day. I’ve learned I can do what I set out to achieve.

Writing every single day has transformed my life. I say this without guile or metaphor. I just drove back from Montana to Colorado today. I left Bozeman with the expectation that I’d be returning to spend my next decade in Montana. When I set off on this experiment to write something every single day I didn’t expect tangible impacts. I did it because I thought the exercise would be good for my thinking and my writing. And instead I found that the daily discipline pushed me to life my life more honestly.

It’s been good for my emotions. To have to bring some part of myself to every day and genuinely be present has quietly and slowly grown capacity to be present in the world. I’ve learned more about who I am as a person. I’ve learned more about my needs and wants and boundaries. I learned about how I love and who I love. By ruthlessly prioritizing one activity, I came to see what my actual priorities could be with some investment. Writing is the discipline that gave me the framework to become myself.

And so here I am picking a place to spend the next decade. It will be a huge transition. We are going to be rural people after decades of city living. Because finally we can.

I can’t tell you that all of this emotion about moving is about the pandemic and how much I’ve experienced it as profound sense of displacement. It’s all true. But also I’d been unsettled by illness and medical leave long before lockdown. I have felt like my life was unanchored for sometime. Previously I’d been a Manhattan woman through and through. And then an escape presented itself and I found myself longing to go through to see what else I could find.

We didn’t commit to rural living at first. We went to the Hudson Valley. The first foray out of the city after a decade didn’t stray too far afield. We’d seen friends of ours find farm houses nearby. But it wasn’t enough. It didn’t have the mountains we longed to see.

As our first summer wore down, we after an intense two weeks, decided on a townhouse sight unseen in Boulder. We’d discussed a move to Colorado for almost two years prior to that. We’d run scenarios on how we could pull it off. But it seemed like a fantasy. But then the pandemic made work remote possible. Plus telemedicine meant I could leave my doctors beyond a days drive. I was finally free to do what I wanted without it being a huge risk to my health.

And this is why I say the writing was so crucial. Doing it every day slowly focused my mind.

I’ve had five hundred careful days of assessing the life I was living. I had five hundred days where I thought about what I valued and what I wanted to invest in. And it paid off. Suddenly the things that I’d never quite seen clearly were manifesting themselves in our lives perfectly formed. And it was clear that we needed to make the leap to take these dreams and make them real.

After five hundred days of writing, I have a new sense of clarity on my desires. I am shedding the weak and thin desires. And I am honing in on where I want to build and with whom. And yes much of it centers on being in Montana and living a life of resilience.

I’m totally serious about the chaotic.capital thesis. I am preparing for a more volatile world and I plan to be as present and grounded as possible in it. I’m an American and I’m proud of what that used to mean. I’ll be building out there with everyone else who makes the choice to live a real life and make real things. It’s not going to be easy but I’m not going to live life on anyone’s terms but mine.

Categories
Emotional Work

Day 495 and Drained

I’m so exhausted from the emotional processing I’ve done with husband about moving to Montana from Colorado. I finally understand why HGTV is so popular as trying to buy a home is an extremely intense experience. It brings up all of your core fears and needs and damn if that doesn’t make for good drama. But today we put an offer on a farmhouse in the Hyalite area of Bozeman Montana.

We’ve already lost two houses after we’ve put in offers (including one that was accepted). We don’t trust that anything will weird. fully expect that the offer won’t be accepted and that we will get outbid. And even if we do win we’ve likely bought at the top of the market. I have all the worst case scenarios mapped in my head.

We expect the house to be under water for a few years as it’s possible we are buying at the top of the market, but that ultimately this is an investment in a forever home that we will be in for a decade, or God willing, many decades. If the recession of the next few years dings us we will make the most of it.

It’s been a journey as my husband and I have very different risk profiles. It’s actually the primary reason we are married. He sees to the downside protection and I look to the long term upside. I am a long term investor and someone who enjoys cultivating. I like to nurture people, plants, animals and the land over time. My husband is much more of a clear roadmap type. He likes to know exactly what he is getting and what inputs yield what outputs. I’m a bit of the chaos magic and he is a bit of the ritual right hand path type.

We also just have very different taste. I don’t mind a bit of a mess and a bit of a diamond in the rough. My husband loves luxury finishes and beautiful decor. Aligning my needs for a piece of property that leans towards resilience with his desire for a beautiful home meant we found it to be a bit more expensive than if we just optimized for my needs. Yes for once the wife is the cheaper lower maintenance one.

But after 18 months of researching and searching and trying to figure out the balance of all our needs I’m just so damn tired. We are a bit battle scarred from the years of researching where we want to put down roots. We did a full country search mapped against weather, geography, water, fire, earthquakes, political instability, proximity to cultural we value and about a dozen other factors.

We quickly said no to the South as I dislike heat and neither of us are willing to live in a Bible Belt state. New England was considered and ultimately discarded as my husband doesn’t like forests. California never made it on the last. Oregon got axed for instability and fires. Wyoming is too much badlands. Idaho got nixed because of the Nazis. Washington was too raining and wet. Michigan didn’t make it because the good land is so remote and Ann Arbor is a political capital. When I say we considered everything I mean it. Montana came out on top again and again.

If you are inclined to prayer I could use them. I am hoping our offer is accepted and we can begin this next chapter in our life. I’ve got no idea if this will work out or not but the only way to find out is to do it.

Categories
Preparedness

Day 492 and Good on Paper

We saw a property today that was basically perfect. It’s a bit expensive but otherwise has everything we’ve said we’ve wanted. But somehow we weren’t in love with it. I found myself thinking of Sex and the City episode where “good on paper” just didn’t translate into a spark.

The property had a number of productive acres, running water that fed a pond, a layout that can accommodate an orchard, raised beds and a chicken coop, a two story workshop garage and a newly renovated farmhouse. It was a lovely home that is ideal for any discerning wealthy family looking to invest in Bozeman.

Of course, seeing what you think you want and not being immediately enthralled gives you a really opportunity for clarity. You have to assess what you are really prioritizing and why your mind isn’t aligning with your heart.

Categories
Aesthetics Internet Culture

Day 471 and Masculinity

Much as I cannot stand Tucker Carlson, the man has a gift for getting attention. I came across a truly marvelous advertisement for a new special he produced called “the end of men.” Which, sure, well trod territory if you are extremely online but probably new to his older Fox News audience. The ad is being mercilessly mocked on social media for being homoerotic.

I spent probably an hour this morning discussing the semiotics of this video. It’s just a fascinating cultural artifact of based extremely online masculinity. It claims to be about the decline of testosterone. But what it’s really selling me is an aesthetic about what makes a man.

It’s got the back to the land postlapsarian agrarianism. It’s got raw milk. It’s got meat. It’s got raw eggs being chugged. It’s got blacksmithing and lifting tires. There are ice baths. There are infrared saunas. There is infrared on dicks! Ok that last one was aesthetically out of left field, but it makes for a stunning Messiah image where a guy appears to be charging his dick. He is RISEN! Happy Easter folks.

All of these subculture callouts are speaking to specific niches of men online. There are men who promote raw egg. There are men who promote raw milk. There are the biohackers. There are the Stoics. There are the sun on balls advocates. Being based and pilled is actually an extremely complex signaling exercise.

Much of it in service to reclaiming and owning modern manhood in the face of a feminized world. Testosterone loss is it’s defining through line. I’m sure it could be argued that this obsession is part of the wider discourse on gender identity and the fight between it’s cultural and it’s sexual basis. I just don’t really care because men being pussies is kind of endemic and it’s not a partisan issue.

I myself am sympathetic to the based trad masculinity types. Their aesthetics often overlap in groups in which I’m an enthusiastic participant. The voice over in the ad is discussing hard times that are nearing, giving a little call out to doomer culture. I also believe traditional skills will be necessary in a more chaotic world. I think being prepared is a social good.

I am also a big fan of localism in food and am a drinker of raw milk and eater of pasture raised steak. I use cold therapy to manage my inflammation, which yes sometimes means ice baths. I schedule time in the sun to set my circadian rhythm. And yes I care about my own hormonal balance and rhythms.

I’m not a big fan of fascist curious fan boys like Tucker owning some of my spaces. It’s amusing that back to the land homesteaders have gone from being coded leftist hippies to now being coded as conservative and right wing. Rural living is now contested space. So is healthy living. And honestly that’s really fucked up. Health should be for everyone. But sure let’s laugh at how the video is gay.

Categories
Preparedness

Day 467 and Taking Inventory

I’ve got the urge to do some spring cleaning. But not in the typical “the house is messy” way so much as I want to take inventory of my shit. I’ve got just a little bit of an unsettled feeling watching food prices creep up over the last few months. I was insulated in many ways because I buy local and I buy upfront in farm shares. But a new season means new prices and reasonably so as everything is more expensive.

If I’m totally candid even a tripling of food prices wouldn’t really hurt us. We’d absorb it and have been absorbing it in our expensive takeout habit. Our local BBQ joint has been slowly upping the prices on our favorites. Even the burger has gone from a fancy $14 affair to $17 over the last six months.

It’s not that I haven’t encountered the dreaded $20 burger plenty in Manhattan but there is something surreal about having ground chuck basics be that expensive in Colorado. It’s just so clear that life is getting more expensive and it’s doing so rapidly.

I’m not a total doomer about rising fertilizer costs and the knock on effects of the war in Ukraine. I’m not anticipating famine in America. But I also feel like I need to take stock and do better planning around my food supply.

Categories
Finance Startups

Day 432 and Send Me Dealflow

The markets are struggling with the chaos of the Russian invasion of Ukraine. Nickel prices doubled. Gas is skyrocketing. Central banks are due for rate decisions but it’s anyone’s guess as to whether hikes will manifest. But in my neck of the woods uncertainty is our business. Chaotic.capital was founded on the belief that an increasingly complex world would present opportunities. And I’ve never felt more confident in our thesis.

With chaotic.capital we’re identifying, investing in, and supporting companies that adapt our lives and systems to the opportunities that chaos brings. We like companies that are adaptable. We like companies that help others become more adaptable. If you are still building in the chaos and want an early stage pre-seed or seed stage investor I’d like you to drop me a line this week.

I believe it’s possible to find leverage in chaos. As scary as this moment feels, it’s possible to profit off of the many ways the world may change. Geopolitical instability isn’t going away. That’s got downstream effects. Think supply chains remaining strained and snarled. Commodity prices continuing to be wonky. People on the move from immigrants to refuges. All of these problems will be opportunities for businesses to improve lives and make money. Everything from logistics software to temporary housing falls under the chaotic remind.

We are not scared of weird bets. We like unsolved problems. If it’s easy to model your growth and the exact trajectory to success, we may not be your partner (though we’ve got friends who will love you). But if you have a point of view on how chaos will enable your success, we don’t need a perfect plan, just a possible future.

Just to give you you an idea of how serious I am about finding weird shit let me tell you the deals I’m excited about this week. I’ve seen an occult marketplace, a real time DeFi data platform, a marketplace for vegetable gardens, logistics and 3PL software for influencer boutiques, and AI assisted direct to consumer abortions. No problem is too weird for us. So come on and slide into my DMs.