Periodic thoughts from the desk of Harvey One Capital — on markets, on discipline, and on building something meant to last. Sent when there's something worth saying, not on a schedule.
In today's world, you must control your narrative before someone else — or a computer — does it for you.
Imagine losing everything…
For many, including myself, this is far beyond an imagination. In finance we measure our success by numbers, which is a bit like flying too close to the sun. It could drive you insane if you don't find a way to attach your value somewhere else.
Harvey's Letters is my safe space. No editor, misspelled words, incorrect framing, and plenty of grammatical errors. If anything, it's my truth — with a bit of opportunity to give my readers access to geopolitical matters that most of you aren't privy to. Financial matters, and some personal things sprinkled in.
For my first entry, I want to make this clear. You can recover from financial losses; sure, it may be tough, but it's a choice in the long run. We must be careful with our personal lives — speaking from experience here. One of my favorite fund managers to listen to is Bill Ackman, one of the titans over the last decade in finance. Controversial individual, but an example of someone losing it all and making a life choice to not quit.
The name Harvey comes from my hunting dog of almost 12 years, who passed away in the toughest year of my life. May 24th, 2025 — cancer ran its course. Hundreds of thousands of miles traveling together for business and pleasure, sleeping on the floor with each other when I had four dollars in my bank account, to building my first seven- to eight- to nine-figure company on paper… then it all ends. The last breath, the last dollar, legal problems, people turning their back on you, including family — everything. I remember holding my hand on his chest as he took his last breath, after the at-home vet administered the medicine.
A good friend and business partner taught me this about working dogs in our lives. They are our "private journals." They see the goodness in us even when we don't see it in ourselves at times.
I have lost money, made it, lost people along the way, gained amazing relationships, tried to keep promises I could not uphold in the long run. The one thing I am grateful for during this time is that, for the first time in a long time, I have peace in many areas — not perfection, peace. I have direction, a growing company, I'm working on some of the largest transactions I have ever had in my career, and I tucked my children into bed and my daughter told me some things that I'll keep to myself — but before walking out of the room, she said she was happy.
We're not going to get everything right. It's a choice, but I encourage you to keep going.
Rest in peace, Harvey. Thank you for serving and teaching me to keep going even when it hurts. "All dogs go to heaven — if the lambs can get in, the dogs can too." — My grandpa
Now let's run it up.
B.E.D