Skip to content

HELLO STAGFLATION

The U.S. economy shrank from October through December for the first time since the recession ended.We are looking at the net effect of Obama’s Voodo-Economics. Yes, the US economy was hit by the biggest cut in defense spending in 40 years, fewer exports and sluggish growth in company stockpiles. The decline occurred despite faster growth […]

309.6 Year Cycle – It’s About Time

Just to make it absolutely clear, within every wave, like in a bull market, there are always counter trends or corrections. There MUST be two sides in all trends be it bullish or bearish. The overall character of the present wave is a PRIVATE WAVE meaning that in such waves markets advance more rapidly and […]

International Advisory Board

In response to many former clients who have asked to join the International Think Tank operation under construction in Switzerland, we will be establishing an international advisory board for those who would like to contribute their expertise. The key will be to accept no grants so we remain entirely independent and not bought and paid […]

Asset Class Allocations

When you actually conduct studies of relationships that people ASSUME exist, you find that they rarely actually exist. Investigating stochastic behavior of the prices and volatility of of the leading commodity markets and comparing them to the debt and equity markets, produces a very interesting result. We observe a substantial degree of uniformity in the behavior […]

Nothing is Certain

In research, 99% of all mistakes are caused by ASSUMING something from the outset. The ONLY way to conduct research is to follow the breadcrumbs. Whatever you may have thought would be the outcome, is typically wrong. This is why I created a computer model to do research on its own without any predetermine rules. It […]

Krugman Says We Are In A Depression & More Gov’t Spending Is Necessary

Fischer Black and Myron Scholes won the Nobel Prize for Economics. Scholes was  involved with Long-Term Capital Management that blew up on that formula. The fund, which started operations with $1 billion of investor capital, was extremely successful in the first years, with annualized returns of over 40%. However, following the 1997 East Asian financial […]

What Makes the World Tick

It is interesting how people are married to a single idea and from that position they attack anything that negates that belief. The object of research is to DISCOVER causes and effects – to not support a predetermined outcome. Anyone can do that by selecting isolated data points. For centuries people assumed that all disease […]

Climate Change

Copyright January 7th, 2013 All Rights Reserved       By There was a discovery made in 1772 near Vilui, Siberia of an intact frozen woolly rhinoceros. Here we had a prehistoric animal intact. This was followed by the more famous discovery of a frozen mammoth in 1787. You may be shocked, but these discoveries […]

Giordano Bruno (1548–1600)

  The story of Giordano Bruno (1548–1600) is rarely told. I believe he is a figure from the past that is in need of rescue because he basically is perhaps the first person to envision a dynamic universe building upon Copernicus’ work. His essential theory saw the universe with many worlds and suns basically as we […]

White Earth Effect

Copyright January 7th, 2013 All Rights Reserved The climate of the earth is anything but regular with every year a repeat of the last. The White Earth Effect is the realization that what would happen if the earth was entirely covered in snow and ice. The bottom line – the Earth would then reflect the […]