by Chris Belchamber | Sep 27, 2015 | Notable Articles
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...
by Chris Belchamber | Sep 24, 2015 | Market Notes
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...
by Chris Belchamber | Sep 17, 2015 | Market Notes
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...
by Chris Belchamber | Sep 9, 2015 | Market Notes
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...
by Chris Belchamber | Sep 3, 2015 | Market Notes
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 the potato, is that checkmate?...
