Category Archives: Notable Articles

Federal Reserve Completely Lost As Global Credit Impulse Turns Down

​”The Federal Reserve is quickly becoming trapped by its own “data-dependent” analysis” Meanwhile, the global credit impulse is turning down fast Very soon the central banks are going to have to come up with a new trick “When looking at historical time … Continue reading

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Here’s The Financial Plan …. Here’s The Investment Management Problem

“The entire status quo is based on the delusion that rapidly rising debt will never generate any negative consequences.” Central banks are completely committed to this delusion. Asset purchases accelerate to $300bn a month! ​”Necessary” as US economy now in … Continue reading

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The Code of Ur-Nammu. The Natural Order Of Money And Why Abstract Currencies Fail.

Following last week’s emergence of gold on two of my main models, and last week’s note on the sudden weakness of credit growth…..                               … it … Continue reading

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When the “Solutions” Become the Problems

“Those benefiting from these destructive “solutions” may think the system can go on forever, but it cannot go on when every “solution” becomes a self-reinforcing problem that amplifies all the other systemic problems.”   http://www.oftwominds.com/blogmar17/solutions-problems3-17.html

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How Debt Matters. Many Countries Face Either Crisis Or Stagnation.

Steve Keen’s brilliant work is as essential to understanding the world economy as it is hard to find. In general mainstream economic academics regard his work more as heresy than as an opportunity to improve their tragic forecasting and policy … Continue reading

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Income Portfolio. Higher Yield AND Lower Volatility Than S&P 500

A complete analysis of the Income Portfolio is hard to achieve as not many portfolio management tools can combine stocks, bonds, and individual corporate bonds, but 90% of the Income Portfolio can be analyzed in the Tradestops software, as only … Continue reading

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“We think the markets have it fundamentally wrong.”

“It’s the Dollar Stupid” – Paul Brodsky   This article does an outstanding job of describing the real policies behind the headlines that are driving both policy and the markets. I regard it as a must read for investors, with … Continue reading

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Obstacles to Trump’s ‘Growth’ Plans

In this article, with highlights taken from the article as a preface, former British diplomat Alastair Crooke here attempts to list some of the difficulties Donald Trump will face in executing the economic measures he promised to take in his campaign. Crooke … 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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