Category Archives: Notable Articles

Investment Management. Why You Need A Complete Rethink. 4 Questions.

  (1) Do you understand why chasing past returns could be the worst approach to investment choice? Do you know what metric you should use? The best assessment of Investment Management is not Returns. Returns are usually a main focus, … Continue reading

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Bond Market Signals A Clear Long Term Warning

One of the most reliable recession signals in history is the Treasury yield curve. The long end of the yield curve is warning of trouble. The 5/30 year bond yield spread has now fallen well below where it was just … Continue reading

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Feudal Financialization

​ Illusions of Prosperity  Astonishing and accelerating income disparity Trump Tax Plan: 2.4 Trillion more debt mainly for the top 1%? More Debt and inequality is the default long term stagnation plan An emerging alternative idea, and in establishment circles? … Continue reading

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The Cyclical And Debt Forces Pressuring The Fed. And Now QT1?

The Fed keeps changing tack from hawkish to dovish on rate rises The Fed enters a cyclical Cul-de-sac The Inflation Cycle The Growth Cycle The Fed enters a debt Cul-de-sac Simon Black explains the growing constraints on debt growth The … Continue reading

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How will your Investment plan manage these changes?

“The US system is highly optimized for financialization” Financialization leads to extraordinary imbalances, not just in income, but also debt What choice does the rest of the world have if they don’t like the dollar system? Asia gets ready for … Continue reading

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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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