<![CDATA[HAVENS: For Havens Members]]>https://havens.fund/s/for-havens-membershttps://substackcdn.com/image/fetch/$s_!INKR!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd28ff2c6-c27b-412e-be38-c8e811bf006e_500x500.pngHAVENS: For Havens Membershttps://havens.fund/s/for-havens-membersSubstackWed, 08 Apr 2026 18:04:12 GMT<![CDATA[HAVENS UPDATE—IRAN WAR AND TRUMP'S ULTIMATUM]]>https://havens.fund/p/havens-updateiran-war-and-trumpshttps://havens.fund/p/havens-updateiran-war-and-trumpsMon, 23 Mar 2026 06:52:44 GMTDear Haveneers,

Please cash out of all positions now. Not just Havens positions, by the way, but all of them, to whatever extent you can. Exit the markets as much as possible.

In the last post, I explain why Trump’s ultimatum is taking us to the edge of true civilizational catastrophe—a long-term energy shock that will make the closure of the Strait of Ho…

Read more

]]><![CDATA[PORTFOLIO UPDATES—HOW TO INVEST DURING THE WAR]]>https://havens.fund/p/portfolio-updateshow-to-invest-duringhttps://havens.fund/p/portfolio-updateshow-to-invest-duringMon, 16 Mar 2026 01:31:11 GMTHaveneers—welcome back. Here’s a portfolio update.

Please cash out of the portfolio. Stocks, bonds, currencies. You can continue to hold gold and metals if you’re confident in them. Their prices have plateaued for now.

Trump has created the conditions now for an historic energy shock—and a global recession. The world’s stock and bond markets will now fall…

Read more

]]><![CDATA[HAVENS PORTFOLIO UPDATES - IRAN WAR]]>https://havens.fund/p/havens-portfolio-updates-iran-warhttps://havens.fund/p/havens-portfolio-updates-iran-warSun, 08 Mar 2026 21:01:05 GMTHi everyone,

Read more

]]><![CDATA[HOW TO USE HAVENS]]>https://havens.fund/p/how-to-use-havenshttps://havens.fund/p/how-to-use-havensWed, 04 Feb 2026 10:11:47 GMTGETTING STARTED WITH HAVENS

Hello and welcome.

Thank you for joining Havens.

Please read the following carefully. It is here to orient you, ground you, and help you get the most out of using Havens.

The Model Portfolios are designed to be used flexibly. Here are just three of many possible ways to get started.

Read more

]]><![CDATA[THE HAVENS MODEL PORTFOLIOS]]>https://havens.fund/p/the-havens-model-portfolioshttps://havens.fund/p/the-havens-model-portfoliosWed, 04 Feb 2026 10:09:27 GMT

Hello and welcome. Thank you for joining Havens.

The Havens Model Portfolios are designed to hedge against—or protect wealth from—the macro risk events now shaking the world: macroeconomic disintegration, geopolitical instability, American collapse, macrofinancial fragility, and more.

Read more

]]>