Monthly Archives: September 2015

Introduction To Cycle Dynamics – A New Approach To Active Investment Management

Cycle Dynamic systems dynamically adjust portfolio allocation in sequence with the rhythm of the whole economic cycle. By managing risk and adapting to new trends in real time, back tested data, shown in full below, demonstrate that exceptionally good results can be … Continue reading

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Two Solutions to “QE Infinity Paradox” and “Triffin’s Dilemma”

Earned Income as a percent of GDP has declined for 45 years. Debt, however, has risen exponentially for 45 years Earned Income Capitalism was overwhelmed by the bank credit system The “QE Infinity Paradox” has extended not resolved  the problem Closer to … Continue reading

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“I Don’t Get It.” Ray Dalio On Fed Policy.

Fed “credibility in shreds”? One hour Bloomberg interview with Ray Dalio Short or long term debt cycle? Central bank policy options shrinking fast Economic policy starts yielding to cycles again ——————————- Fed “credibility in shreds”? The Fed will have to “leave credibility … Continue reading

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Mission Impossible Isolates The Federal Reserve

Nominal GDP reveals the failure of economic policy  Germany’s Finance Minister explains Guardian Suggests Central Banks stand aside Growing list of dissenters isolates the Fed on rate rises ECRI explains that the economic cycle turned down 9 months ago Crucial to … Continue reading

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Central Bank Checkmate? Fragility And Cycle Solutions.

Seven lean years for world growth Is Japan reaching the limits of QE? Is devaluing the Euro the only option left for the ECB? Global chess game? Or pass the potato? Does the US now have the potato? If you can’t pass … Continue reading

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