ARB Letter

ARB Letter

Fortify Yourself in 2025

470: Assets, Awareness, and Autonomy

Arbitrage Andy's avatar
Arbitrage Andy
Oct 07, 2025
∙ Paid
16
2
Share

Good morning and welcome new subscribers.

You’ve joined a community of based individuals who value freedom, sovereignty, the truth, and staying ahead of the masses.

Thursday morning we will have a financial markets post covering crypto, equities, and the mining/metals companies that may be the next target of Trump Admin acquisitions. Trump announced the U.S. will take a 10% stake in Canadian minerals explorer Trilogy Metals TMQ 0.00%↑ yesterday and it ripped 200% lol.

Big opportunities here.

However today, due to popular demand we’re shifting attention from just markets (which are going absolutely insane) to practical preparation, steps, and hedges you can make for the REAL world.

Not to say financial matters aren’t a major consideration (they are and we will cover some today) but the modern world has grown painfully soft and inept on many “real world fronts”.

Hard skills have been abandoned for email jobs, digital economies, and esoteric academic realms and it shows when things heat up.

The hard truth is to keep up you oftentimes need to play ball in those “games”, do not do so would mean you’d be some off grid hermit with limited access to society, but what we are examining today are the skillsets and considerations you need as this reality starts to glitch out and break down.

As you may or may not have realized, things are rapidly changing in the West (mainly Europe and the US).

And by changing I mean accelerating.

On the political front, social front, and financial front.

One look at the state of the West, particularly the United States, and you can see a breakdown of societal norms, increased violence, and uncertainty:

ICE Immigration, Riots, and Chaos

The ICE and Anti Deportation riots and protests across the country are growing exceedingly violent and disruptive. They’re beginning to resemble actual forms of insurrection as far left mayors, politicians, police forces, and antagonists defy the Trump administration and enable further obstruction of the rule of law.

Chicago Mayor Brandon Johnson just announced he signed an executive order creating “ICE Free Zones” to ban ICE agents from city property. ICE agents in Chicago were recently ambushed when their convoys were rammed, opening fire on the attackers. Antifa is mobilizing across the US. A Chicago gang member was just arrested for putting out a $10,000 murder-for-hire hit on the Chicago ICE commander, Gregory Bovino.

President Donald Trump is reportedly considering the use of emergency powers to override recent court challenges and deploy federal troops to Portland and Chicago during ongoing unrest.

Rule of law is breaking down and with that comes uncertainty, disruption in cities and suburbs, and the possibility of further unrest.

Terror Attacks, Political Violence

Over the last month we spoke about the massive surge in political violence from Charlie Kirk’s assassination to the ICE facility shooting in Dallas and the Church attack in Michigan that involved an IED (improvised explosive device). Violence is becoming normalized and occurring on a weekly basis.

The far left in the US has justified violence as a means to their political ends as evidenced by the Anti ICE riots, political attacks, and online praise for acts of violence towards political opponents. We’ve entered new territory where politicians are now encouraging dissent and obstruction of ongoing law enforcement activity.

Outside politics we have emerging indications of rumored terror threats in the US from Al Qaeda and other bad actors. The U.S. National Counterterrorism Center (NCTC) recently said that Al Qaeda’s rhetorical calls for new attacks on U.S. soil show the group still considers the U.S. a target. Domestic and lone-actor threats are on the rise all across the country.

Crime

Crime’s major highlights in the US included the disgusting murder of Iryna Zarutska on the Charlotte Light Rail this summer, the continued shootings in Chicago, and the major surge in illegal migrant crime across the US.

Race, culture, and marxist politics are major drivers of the crime we are seeing.

People with wherewithal know that something has changed in major cities (like LA, Chicago/NYC). Criminals are emboldened due to the defund the police movement, soft on crime DAs/Judges, and a general post Covid attitude of apathy and frustration towards other people. It seems every major crime headline inevitably has a common denominator — the criminal was re-released countless times.

This is not a normal environment.

It’s far different than the one I experienced in my early twenties. It requires a pragmatic and serious approach that normies might consider “hardo” or “schizo” or “weird” (which is why we jokingly call posts like these schizo posts).

They of course say this because a.) they lack any and all of these skill sets, considerations, and abilities and b.) because the fact you’re willing and able to recognize the value of these skills makes them uncomfortable. Their monkey brain SENSES something is amiss in the world, but they just can’t quite register it.

This was alarmingly evident during Covid.

And so today we’re going to run through a refreshed practical guide to real world preparation for the world we live in. I’m not former law enforcement or military or some expert on the societal collapse of modern countries.

Everything I’ve learned and everything we will talk about today I learned from others with way more experience than me. I’ve researched these topics, studied them, and read about them extensively. Some of the topics like medical/first aid considerations and shooting — I have learned through professional classes and coaching.

Others like financial hedges or security I’ve learned from trial and error as well as history.

While there will be many key takeaways you can implement immediately, a big part of today’s guide is me plugging experts and resources you can go directly to in order to learn from the source. What we will discuss today is, in large part, and extension of how I live my life — in a careful, calculated, and thoughtful way based on what I see happening.

Not in fear, but in a way in which I am always considering contingency plans, alternative options, and ways to deal with the unexpected.

And you can really break those items down into 3 core categories in my opinion:

  • Security and Situational Awareness

  • Defensive Considerations, Medical Skills, Communications

  • Financial Preparedness & Hedges Worth Examining

The fact of the matter is you don’t have to be some survival guru or hostile environment operators to employ super BASIC considerations when the environment you’re in merits them.

I would just call that common sense, something many people lack these days.

Would you rather be capable (especially as a man) if shit hits the fan or would you rather just let things happen to you?

People are woefully unprepared for when the movie we call life has abrupt changes, periods of contention, or unexpected happenings.

Preparation isn’t paranoia; it’s the highest form of optimism, a belief that no matter what comes, you’ll be ready to meet it head-on.

“We don’t rise to the level of our expectations; we fall to the level of our training.”

— Archilochus

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Arbitrage Andy
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture