Tuesday, September 2, 2014

We Are All Predictable Irrational

Having read many analyses on behavioral finance, the idea that we are all 'predictably' irrational presents a compelling case for active investment management, that is if you know what look for. Not that I am saying I have the tools or the talent to see the biases, but nonetheless.

Friday, August 29, 2014

Two Alternative Outcomes iwth Jim Grant

The below video is a reply of an interview with Jim Grant where Mr. Grant lays out his probabilistic outlook resultant from the Federal Reserve's efforts. Enjoy

Thursday, August 28, 2014

The End of The Bottoming Process with Ronald Stoeferle

Mr. Stoeferle. managing director at Incrementum AG, lays out the case for the end of the bottoming process now underway in gold and what this could mean for precious metal investors.



While the followings provide a background around various future scenarios based on growth and inflation/deflation assumptions.

http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2014/08/20140813_gold.jpg
and the below report lays out the case in its entirety. 

In Gold We Trust Report 2014

Keynesian Economics 101- Lesson 4

Keynesian Economics 101 Lesson 4

Keynesian Economics 101- Lesson 3

Keynesian Economics 101 Lesson 3

Keynesian Economics 101- Lesson 2

Keynesian Economics 101 Lesson 2

Keynesian Economics 101- Lesson 1

Keynesian Economics 101 Lesson 1