There Is No Alternative

I may disagree with Mr. Trennert on many of his points (for instance, the supposed theme of US energy renaissance/independence a la shale oil/gas), but that does not mean the thoughts are not worthwhile. For instance, the thoughts around the idea that everything companies do with their cash will be accretive to earnings.

Deflation First- Then Inflation

At least that is if you measure inflation via aggregate prices, as most do. A worthwhile look in to the relationship between aggregate prices, currency creation, the velocity of money, and more.


And the rest of the presentation can be found here.

The Collapse of the American Imperium with David Stockman

To open up a little, I feel like I have been posting far too many videos lately. And actually, I am contemplating where I want to take this blog and what value my experience can provide you and others. In the meantime, I thought this was a insightful interview with Stockman, concerning the growing strife that is Ukraine in regards to the US imperial aspirations.

To Trade Better- Lose Your Mind

Well not exactly, but the piece does provide some great insight in to the many aspects of the investment money management, which at times can be more important than actually picking the right investment at the right time.

Do You Know Random

Not exactly investment related (although randomness and information theory have been employed in the markets for years..... you ever hear of Black-Scholes?), but why not expand your mind.

Steve Wynn Discusses Entrepreneurship

An absolutely great interview

Rome's Fall and Modern Monetary/Economic Analogies

Because if we cannot learn from history, we are doomed to relive it.