Catherine Austin Fitts Solari Inc. October 2005 Portfolio Strategy for Building Beautiful Lifeboats.

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Presentation transcript:

Catherine Austin Fitts Solari Inc. October Portfolio Strategy for Building Beautiful Lifeboats

“You’re either part of the solution, or you’re part of the problem.” -- Eldridge Cleaver “You’re either financing the solution, or you’re financing the problem.” -- Solari

Introducing Solari Product: - Solari Circles - Solari Venture Funds Strategy: - Turn Red Button Green - Popsicle Index UP = Capital Gains UP Opportunity: - Going Local Mission: - Popsicle Index = 100% worldwide

Overview $1mm Portfolio - Before and After Titanic vs. Lifeboats But, but, but…I don’t have $1mm You're either an investor or an investee Seeing the Real Deal on how the money works We call it the Tapeworm Economy Unleashing the hidden opportunity Seeing diamonds in your own backyard

Introducing The Tapeworm Central Banking - Warfare Economy

The Tapeworm: Central Banking - Warfare Economy A $1mm portfolio US Govt Fixed Inc. Full Faith & Credit: $100,000 US Treasury Bonds 25,000 US Treasury Note 75,000 Ginnie Maes Indirect Credit: $25,000 Fannie Maes 25,000 Freddie Mac 25,000 Sallie Mae Debentures Global Govt Fixed Inc. $100,000 Templeton Bond Funds 40,000 World Bond Fund Corporate Fixed Inc. $25,000 Bond Fund 25,000 Bond Fund Bank CDs $10,000 JP Morgan Chase CD 10,000 Bank of New York CD 10,000 Citibank CD Short Term & Cash Equiv. $2,500 Fidelity Tax Exempt Fund 2,500 Citibank Checking Acct Stocks $100,000 AT&T,Citibank,IBM Novartis, Halliburton, Morgan-Chase, Monsanto, Lockheed, RJR CCA, McDonalds, Barrick, CACI Home $400,000 Split Level in Reston, Va. Favorite Charity: Harvard University

What are we financing? Example: Novartis & Ritalin Kids on Ritalin US (est.)10,000,000 Novaritis P/E32x Profit Per Kid (est)$54 Stock Market Value: Per Kid on Ritalin US All US Kids on Ritalin $1,720 $17,200,000,000

What are we financing? Example: Lockheed Martin 9-11 Source: Lockheed Martin Proxy - March 2003 Lockheed S&P 500 Peers Afghanistan Iraq

What are we financing? Example: Citibank From: An Open Letter to John D. (“Jerry”) Hawke, Jr. Comptroller of the Currency - United States TreasuryAn Open Letter to John D. (“Jerry”) Hawke, Jr. Comptroller of the Currency - United States Treasury 9-11 Citicorp Afghanistan Iraq

What are we financing? Example: CACI 9-11 From: CACI WebsiteCACI Website Historical Stock Data CACI S&P 500 Afghan Iraq

The Tapeworm: Central Banking - Warfare Economy Our $1mm portfolio AT&T Bank of NY, Citibank Barrick CACI CCA Fannie/Freddie/Ginnie Halliburton Harvard University JP Morgan-Chase Lockheed-Martin McDonalds Monsanto RJR US Treasury Financial Coup d’Etat $4 trillion Jobs moving abroad Debt bubble & fraud. inducement Black budget ops & murder Piratization & market manipulation Food seed/water/energy monopoly Environmental Degradation Narcotics trafficking The rape of Russia Sex slavery, slavery & torture Space weaponry & surveillance Drugging & poisoning of children 9-11 & global conquest - what are we financing?

Zero Diversity - Entirely dependent on US Federal Credit Federal Credit is Unsound - Heart of the Negative ROI System What needs to grow to provide the investment yield? Warfare … Dirty Money … Facism … Inflation … Depopulation … IMF Workout …Market Manipulation … Peak Oil … Suppression of Technology … IRS What always happens in the end? - Insiders are protected … Outsiders thrown overboard The Tapeworm: Central Banking - Warfare Economy Our $1mm portfolio - is it sound?

Solari 2-Test Strategy Make money on a rising Popsicle Index! Goal: -Maximize Return on Investment Invest in Understanding Total Economic Returns: -You: time and money -Your Ecosystem: living & financial equity -The Players in Your Ecosystem: their needs and risks Risk Management: -Do No Harm -Avoid Bad Dogs -Teach Others to Play 2-Test Too -You are only as safe as your neighbors Result: -Use knowledge about how to create value for the good guys and the whole system to create greater security and value for yourself

Loses Money Makes Money Investment Strategies Build Real Wealth Play With Tapeworm Ex: Anticipate Ex: FollowEx: Drop Out Ex: Play 2-Test Popsicle Index

Centralizes power Destroys wealth In cahoots with dirty players Slower learning speeds Tapeworm Team Wealth Team Decentralizes power Builds wealth In cahoots with trustworthy players Higher learning speeds To Play With the Tapeworm is a Losing Strategy Real Wealth

Our Greatest Leverage Point How do we make money turning the Red Button Green ?

Financial Intimacy Your $ is a Vote… Who is your Banker? Who is your Farmer? Who are your Investees? Who is your Charity? Who is your Municipal Leader? Who does your money touch? Who do you trust with your life?

Portfolio Allocation the Solari Way $1mm portfolio -- diversified and profitable Ex: Stock in Alternative Energy Company Ex: CD in Local Bank Ex: Out of Town Real Estate Ex: Your Home GlobalLocal Non- Liquid Liquid Think “cui bono” – who are your financial intimates?

Portfolio Strategy the Solari Way $1mm portfolio -- diversified and profitable Global Liquid $100k ($75k in 401k) $25,000 Gold Money 25,000 Winslow Green Fund 10,000 Asia Fund 10,000 RS Energy Fund 5,000 Food and Commodities 5,000 Gaiam 5,000 Interface 5,000 Evergreen Solar 5,000 Exchange Bank of SR 5,000 Central Fund of Canada Think “cui bono” – who are your financial intimates?

Portfolio Strategy the Solari Way $1mm portfolio -- diversified and profitable Global Non-Liquid $225k $ 50,000 Silver Bullion in Swiss Dep 50,000 Gold Bullion in Swiss Dep 100,000 Latin American Land & Invest In-Laws’ Home 25,000 Set aside for In-Laws’ Biz Think “cui bono” – who are your financial intimates?

Portfolio Strategy the Solari Way $1mm portfolio -- diversified and profitable Local Liquid $130k $85,000 CD in Local Bank 5,000 TN Small County Tax-Exempt 5,000 Cash (safe deposit) 15,000 Silver & Gold Coins (safe dep) 10,000 Cash - Home & Solari Circle Hand 8,000 Silver & Gold Coins-Home 2,000 Corn Futures w/Local Farmer Think “cui bono” – who are your financial intimates?

Portfolio Strategy the Solari Way $1mm portfolio -- diversified and profitable Local Non-Liquid $545k $180, Acre Farm in TN 100,000 Improvements to Property 100,000 Sister & Neighbor mortgages 20,000 Finance cousin's credit c debt 100,000 Local Venture Investments 10,000 Solari Circle pool 10,000 “buy local” lobbying & campaign 15,000 Local donations 10,000 Personal literacy Think “cui bono” – who are your financial intimates?

Portfolio Strategy the Solari Way $1mm portfolio -- diversified and profitable Global Liquid $100k $25,000 Gold Money 25,000 Winslow Green Fnd 10,000 Asia Fund 10,000 RS Energy Fund 5,000 Food and Commodities 5,000 Gaiam 5,000 Interface 5,000 Evergreen Solar 5,000 Exchange Bank of SR 5,000 Central Fund of Canada Global Non-Liquid $225k $ 50,000 Silver Bullion in Swiss Dep 50,000 Gold Bullion in Swiss Dep 100,000 Latin American Land & Inv. In-Laws’ Home 25,000 Set aside for In-Laws’ Biz Local Liquid $130k $85,000 CD in local bank 5,000 TN Small County Tax-Ex 5,000 Cash - Safe Deposit 15,000 Silver & Gold Coins - SD 10,000 Cash - Home & Solari Circle Hand 8,000 Silver & Gold Coins-Home 2,000 Corn Futures w/Local Farmer Local Non-Liquid $545k $180, Acre Farm in TN 100,000 Improvements to Property 100,000 Sister & Neighbor mortgages 20,000 Finance cousin's credit c debt 100,000 Local Venture Investments: new health technology for community & farmers market 10,000 Solari Circle pool 10,000 “buy local” lobbying and campaign 15,000 Local donations 10,000 Personal literacy Think “cui bono” – who are your financial intimates?

Comparing Portfolio Strategies Tapeworm 1-Test PI Solari 2-Test PI Global Liquid$600k$100k Global Non-Liquid---225k Local Liquid---130k Local Non-Liquid400k545k

Step #1 Your Bank: It’s Time to Go Local Are You Banking with the Tapeworm 20? In 2004, the 20 largest banks operating in the US had profits of $89 billion while US households recorded a deficit of $342 billion. Switch to a local, well managed bank! Visit for A Vote That Counts video & Where Would Jesus Bank? (and other good folks too) Invite friends and neighbors to join you in a Solari Circle

Summary: Rules of Thumb Get Started: bank local, eat local, turn off your tv Think “who” Play Solari 2-Test and profit from a rising Popsicle Index De-centralize Withdraw from the Tapeworm Lower overhead, increase self-sufficiency Build equity, rather than yield

The Bottom Line Freedom cannot be bought with money; individual financial security is not sufficient to achieve personal freedom. Freedom comes from profiting through collaborative efforts to create freedom and to enjoy the wealth created. Freedom begins with seeing the diamonds in your own backyard!

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