Saturday, August 9, 2026
Home face — a curated top today, a peek at tomorrow, and the full board underneath.
Q3: September forum launch (~5 members)
Engine Decision → Nov 1 (EOS vs Ascend)
Aug: Guest Month
Sep 6: A1C follow-up
Top Today
Tomorrow
Full board
📅 Calendar (read-only mirror) — as of 2026-08-11 · calendars: personal · C12 · Cogent · ThayMero (joint) — per calendar policy; Thay’s personal cal = FYI only
- Aug 11✈️ SK1457 Oslo → Copenhagen, 11:55 localThayMero
- Aug 11✈️ SK943 Copenhagen → Chicago ORD, lands 4:10pm CTThayMero
- Aug 12C12 Chicago NW Group 2 · 9:00–4:00 · Bell WorksC12
- Aug 14NCS Breakfast · 6:45am · Dough, WheatonC12
- Aug 14Jan/Feb Cohort Call · 8:00amC12
- Aug 15Garden Party (Bertsche) · 4–7pm · West ChicagoThayMero
- Aug 16Church · 10:00amThayMero
- Aug 16C12 Family Picnic · 1–5pm · McCormick FarmC12
- Aug 17JHU “Value Proposition” — Judd Walson + Sara · 12:00 ZoomCogent
- Aug 17Logan | Mero Intro · 2:00pm TeamsC12
- Aug 18Daniel | Mero · 10:30am TeamsC12
- Aug 19C12 Fox Valley Group · 9:00–4:00 · Elgin CCC12
Readiness
Health feeds pending (Oura / Withings tokens).
Pipeline
C12 recruiting & membership funnel — live from HubSpot.
Membership
Members
11
Live Recruit Pursuits
Non-cold total
42
Engaged 11 · Mtg Sched 0 · Mtg Held 1 · Nurture 15 · Enrolled 10 · misc
Active Introducers
Active
30
tempo: slow 16 · active 14
Cold Pond
Records
3,496
C12 Prospects Funnel
Outreach Sent
Engaged
Meeting Held
Nurture
Enrolled
Lost
Introducers
- Active30
- — slow tempo16
- — active tempo14
- Engaged5
- Approached2
- Dormant1
HQ Monthly Contacts
Definition: first two-way conversation, based on first_engaged_date.
August counting — first automated report Sep 1, 7am.
Lead Source Split
2nd-degree and phil-walter are staged relationships.
Finance
Kubera live 2026-08-11 · portfolio ThayMero 2025.
Net Worth
$2,277,399
vs 1 mo ago
−$38,936 (−1.7%)
vs 1 yr ago
+$456,142 (+25.1%)
Net-Worth Trend (12mo)
Weekly points, 2025-08-11 → 2026-08-11. 2026-01-24 excluded (ACAT transfer double-count artifact, ~$2.55M).
Portfolio vs S&P 500
1 month
Investible portfolio−2.8%
S&P 500+2.3%
Spread−5.2 pp
1 year
Investible portfolio+24.8%
S&P 500+21.6%
Spread+3.1 pp
Kubera CAGR (time-weighted, contributions/withdrawals excluded): yearly investable +25.73% · yearly net worth +25.80%. The portfolio % change above is not the same measure — it includes contributions/withdrawals, so it will diverge from CAGR. Label honestly: refinement coming with the statement ledger.
Balance Sheet
| Item | Now | 1 mo ago | Δ 1mo | 1 yr ago | Δ 1yr |
|---|---|---|---|---|---|
| Net cash | −$14,102 | next refresh | — | next refresh | — |
| LT investments | $1,615,629 | $1,662,828 | −$47,199 | $1,294,896 | +$320,733 |
| Cars | $39,910 | $40,580 | −$670 | $46,590 | −$6,680 |
| House (equity) | $641,917 | $632,693 | +$9,225 | recalc pending | recalc pending |
| Net worth | $2,277,399 | $2,316,335 | −$38,936 | $1,821,257 | +$456,142 |
Net cash = Kubera Cash On Hand ($6,786) minus credit-card balances ($20,888); mortgage and auto loans excluded (captured against House/Cars gross values above, not netted). Item-level 1mo/1yr cash history not pulled this refresh — next refresh. House (equity) = market value $1,013,900 − mortgage $371,983; mortgage item history only goes back to 2026-07-07 (Valon refi), so the 1yr equity delta can't be computed yet — recalc pending once a full year of mortgage history exists.
Full Dashboard
Statement-verified lineage figures (IRA, HSA, Roth, TIAA detail) live in the Guirguis Finance Dashboard artifact (4 tabs, refreshed 10am CT daily, gate-protected).
Health
Oura live to 2026-08-09 · Apple/Withings weight trend · clinical picture through Sep 6 visit prep.
Insights — clinical × wearable
- ✓Zepbound works — the gap didn't: weight rose to 217 lb peak (Mar 2026) during the 9-month insurance gap (Jul 2025–May 2026, Point B exit → BCBS non-coverage), falling since the 10 mg self-pay restart — ~209 lb now.
- ✓Recovery underway: resting HR 94 → 84 bpm and HRV 11 → 19 ms since the 2025 lows — both tracking the weight downturn.
- ✓Rinvoq is working, serologically: CRP normalized and stayed <1–3 on every 2025 draw (after a 31.5 spike at 6 weeks in, Sep 2024); ESR normal; uric acid down to 4.1–4.2 under allopurinol.
- ▲Kidneys: improved overall but noisy — eGFR 42 → 47 → 44 → 50 → 50 (Sep '24 → Dec '25) with a real Mar '25 dip; creatinine 1.84 → 1.76 → 1.58. Chronic Stage-3a range at all five draws; direction good, month-to-month volatile.
- ▲Sleep is the chronic drag: lowest readiness contributor most days (Oura); med churn (doxepin → Belsomra → zaleplon) without a sleep study despite OSA on the problem list.
- ▲ALT is a real trend, not a blip: 33 → 32 → 36 → 42 → 52 — a steady monotonic climb since Mar '25, now above range — Rinvoq hepatotoxicity monitoring question for Sep 6.
- ▲Open thread from 2024: June IFE showed a small IgG-lambda monoclonal protein; September repeat was negative with mildly high free kappa (19.8) and normal ratio — never rechecked since. Worth asking whether periodic monitoring is warranted.
- ·Glucose 86 → 77 → 87 → 89 → 103 — four clustered normal readings pre-gap, one elevated fasting mid-gap (Dec '25) — sharpens the contrast; the Sep 6 A1C answers whether that was gap-driven.
- ·Sep 6 (Dr. Lickerman): first A1C in 22 months, Zepbound dose+cost plan, LFT/renal recheck. Data gaps: no BP readings since 2018 (Withings cuff idle), Rinvoq specialty-pharmacy history.
sources: MyChart 2010–2024 · ImagineMD 2024–26 · pharmacy fills · Apple Health/Withings · Oura
Lab Trends — Ravenswood Rheumatology
| Analyte | Jun '24 | Sep '24 | Jan '25 | Mar '25 | Jun '25 | Dec '25 |
|---|---|---|---|---|---|---|
| CRP (mg/L) | 1 | 31.5 | <3.0 | <1 | <1 | – |
| ESR (mm/hr) | 6 | – | 2 | 2 | – | – |
| eGFR | – | 42 | 47 | 44 | 50 | 50 |
| Creatinine (mg/dL) | – | 1.84 | 1.66 | 1.76 | 1.59 | 1.58 |
| ALT (U/L) | – | 33 | 32 | 36 | 42 | 52 |
| Glucose (mg/dL) | – | 86 | 77 | 87 | 89 | 103 |
| Uric Acid (mg/dL) | 6.0 | 6.5 | 5.9 | 4.2 | 4.1 | 4.2 |
Ravenswood Rheumatology · full detail in labs-trend-report.
Readiness
52
Aug 9 · 7-day trend (Aug 3–9)
Chronic drag: sleep balance contributor has been the weakest input most of the week (as low as 18/100 on Aug 8) — recovery capacity, not activity, is the ceiling right now.
Sleep
65
Aug 9 · 7-day trend (Aug 3–9)
Volatile week: 31 (Aug 5) to 74 (Aug 7) — no stable pattern yet.
Sep 6 — A1C / Rinvoq Follow-up
—
Labs THIS WEEK (Dr. Jain order; Dr. Lickerman reviews — no appointment needed, concierge). Watch: A1C (first in 22 mo — ask to add if not ordered) · ALT trend (33→52) · eGFR · IFE/free-light-chain recheck question · then Zepbound dose+cost conversation.
Weight — 2024–2026 (monthly mean, lb)
Zepbound 15mg (Aug 2024–Jul 2025)
Off — insurance gap (Aug 2025–May 2026)
Restarted 10mg (May 28 2026–)
Peak ~217 lb Mar 2026 · now ~209 lb (latest Withings reading, Aug 3–4). Outliers >265 lb / <154 lb excluded.
Strategy Draft — pending review
Cascade view: 3-year vision → annual theme → Q3 rocks → this month.
3-Year
Retire together March 2033 · build durable engine + Kingdom impact.
2026 Theme
Choose and commit to THE engine (EOS vs Ascend, Nov 1) · C12 forum to sustainable rhythm.
Q3 Rocks
September forum launch (~5 members) · Engine Decision → Nov 1 (EOS vs Ascend) · Aug: Guest Month · Sep 6: A1C follow-up.
August
Guest month execution · Oslo family wedding ✓ · JHU Act-Two origination (Aug 17).
Counsel — August 9, 2026
Weekly synthesis — cross-domain, tied to the rocks.
Celebrate
- ✓Cloze→HubSpot migration completed Aug 8 — 211 deals, 14,425 contacts (as of 2026-08-11), verified exact. The CRM foundation the Action Engine was waiting on.
- ✓Full-source vault ingest hit definition-of-done — 283 transcripts, 118 Granola notes, 4 Gmail accounts reconciled into 93 notes.
- ✓Net worth held and recovered: $2.257M (Aug 2) → $2.288M (Aug 9), +$31k.
Drifting
- ▲Ascend's August tranche has no visible motion — Oct 31 gate needs 15 member conversations this month; nothing on calendar yet.
- ▲C12 recruiting unreadable, not necessarily stalled — every deal carries the Aug 8 migration timestamp; manual gut-check needed.
- ▲Cogent/JHU DIH: final synthesis due Aug 15, Judd Walson + Sara meeting Aug 17 — no visible prep on calendar.
The Cross-Domain Observation
This week's hours went almost entirely into building the system rather than the outreach it serves — fair one-time infrastructure cost, but if the pattern holds next week, the Nov 1 engine decision loses runway (Ascend gate Oct 31, August is the tranche month).
Next Week's Fulcrum
JHU — final synthesis by Aug 15, Judd Walson + Sara on Aug 17. Non-negotiable in every scenario; the only rock with a hard deadline this week.