Monthly Archives: September 2016

$356 Billion Fund Manager: “Now Is The Most Treacherous Time Ever”

“Now is the most treacherous time ever” Dangerous bubbles in plain sight “Federal Reserve Board are just dope dealers on speed-dial.” US GDP – according to the NY Fed – is set to grow a paltry 1.4% for the entire … Continue reading

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Banks Or Fiduciaries? John Oliver, Warren, Prins, Black

John Oliver explains the key importance of the Fiduciary standard. Elizabeth Warren shreds the CEO of Wells Fargo “You should resign…You should be criminally investigated” Nomi Prins explains how bank legislation been going since the 2008 collapse and before Bill … Continue reading

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Cycle Dynamics. Low Risk, High Alpha Timeless Investment Strategies. Hidden In Plain Sight.

The biggest natural investment advantage you are likely to find Sometimes the most profound phenomena are simply hidden in plain sight. They have been there forever but almost no one sees it. In the investing world, I believe that perhaps the biggest … Continue reading

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Timely Investment Wisdom. Dalio. Singer. Farrell.

Ray Dalio explains the policy and economic predicament Paul Singer experiences the arrogance and failure of policy makers Bob Farrell’s illustrated 10 investment rules   Ray Dalio explains the policy and economic predicament Ray Dalio seems to agree with Stan … Continue reading

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Economic Implosion, Central Banks, Asset Allocation

10 year earnings growth in Europe now negative and the World not far behind GDP growth per capita has collapsed to close to zero “Serious indictment” of policymakers actions This week ISM services collapsed to a 6 year low, in … Continue reading

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Roadmap Through Repeat Fed Policy Error

Fed never learns, back to 2015’s epic blunder WSJ: “Years of Fed Missteps Fueled Disillusion With the Economy and Washington” Bill Gross has a stinging criticism of the Fed “Raising Rates now will lead to economic slowdown” Keith McCullough World … Continue reading

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