Monthly Archives: March 2015

The Deliberate Blindness Of Our Economic Central Planners

“The models we use for decision making determine the outcomes we experience. So, if our models are faulty or flawed, we make bad decisions and suffer bad outcomes. Professor, author and deflationist Steve Keen joins us this week to discuss … Continue reading

Posted in Notable Articles | 2 Comments

How To Improve Bond Returns with Cycle Dynamics

Improving systemic approaches to markets is a never-ending iterative process of back-testing and building on previous experience. Fortunately, every once in a while, it can be highly rewarding. With enough time, testing and good fortune a major breakthrough happens and a spectacular improvement in results is found. … Continue reading

Posted in Market Notes | Leave a comment

Financial Geopolitics Distorting Capital Market System.

The widespread endorsement of the China led Asian Infrastructure Investment Bank (AIIB) may mark a major shift away from a US dollar centric global financial system. This has major implications for global financial markets and the pace of these developments seems likely to accelerate. The … Continue reading

Posted in Notable Articles | Leave a comment

“Recovery”? Fake And Failing.

No matter how much the media, Federal Reserve, or academic economists tell us about the current economic “recovery”, it still rings hollow on main street. On closer examination it doesn’t even stack up. Economics can be so interpretive that plausible arguments can be made … Continue reading

Posted in Market Notes | Leave a comment

Essential Clarity on the Federal Reserve

“Founding the Fed Instead of Ending Fractional Reserve Banking The Fed was founded under false economic premises–to prevent bank runs by providing temporary liquidity to banks which found themselves unable to redeem their certificates and demand deposits for cash and/or … Continue reading

Posted in Notable Articles | Leave a comment

The Financial Folly Lurking Beneath Yellen’s Patient Lack Of Impatience

  The Federal Reserve and the banking system now see no alternative to perpetuating the extraordinary valuation of financial assets relative to GDP, shown in the chart above. However, the system also constantly drains wealth from the many to the … Continue reading

Posted in Notable Articles | Leave a comment

Crowdsourcing: Combining Human and Financial Capital More Productively

Patrick Byrne has developed a company information system that crowd sources intelligence from everyone in the company to produce much better management. There are several steps to what he calls a block chain system which shifts away from centrally planned systems … Continue reading

Posted in Notable Articles | 2 Comments

Never Smile At A Crocodile. Extreme Valuations Accelerate.

Never smile at a crocodile. No, you can’t get friendly with a crocodile. Don’t be taken in by his welcome grin. He’s imagining how well you’d fit within his skin. Never smile at a crocodile. Never tip your hat and … Continue reading

Posted in Market Notes | Leave a comment

“Everything Is Awesome” Negative Feedback Loop

  Last Friday the Non Farm Payroll (NFP) monthly data release was met with an “Everything Is Awesome” interpretation across the media. Just 2 headline statistics produced this euphoria. The “unemployment rate” fell to 5.5% and the “jobs created” headline … Continue reading

Posted in Market Notes | Leave a comment

5 Essential Investment Perspectives

5 Essential Investment Perspectives In any game how could you win if you don’t know the rules? Even if you do know the rules how likely are you to win if you don’t understand how the game really works? Once … Continue reading

Posted in Market Notes | Leave a comment