Reflexivity Here In The Yield Curve & Everywhere

George Soros is about as close to a household name as it gets for a hedge fund manager. He’s legendary for his billions, “breaking” the Bank of England, and is even an alleged mastermind of left-wing, political conspiracy theories. For me, though, Mr. Soros’s theory of reflexivity is his most impressive achievement. Introduced in his book, The Alchemy of Finance, I simply see reflexivity everywhere. In fact, we might be in the midst of a reflexive event of epic proportions as we speak.

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When US Market Access is No Longer a Trump Card

When the US economy was a larger share of the world economy, then access to the US market meant more. For example, World Bank statistics say that the US economy was 40% of the entire world economy in 1960, but is now about 24%. The main source of growth in the world economy for the foreseeable future will be in emerging markets.

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Can Wearables Really Cure You of Your Addictions?

IoT wearables are capable not only of constantly monitoring the wearers’ habits but also of triggering actions automatically if needed, making smart wearables our latest weapons in the fight against addiction.

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Cheap Fed Liquidity Forestalls Deleveraging & Entices Debt

Over the past few months I revisited nearly everything I thought I knew about money and banking, and in particular, central banks. There are lots of strong opinions with respect to how and why they impact the investment markets and economy. As a macro-minded investor, these are crucial issues. As an Integrating Investor, there was only one way to get my arms around it—to dig in. I found that the Federal Reserve’s (Fed) impact is more indirect than I previously believed. Surprisingly, both Austrian and Keynesian perspectives support this.

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3 Crucial Skills For Leading Without Authority

With flatter management structures, increased outsourcing, the move toward collaborative cultures, and the ongoing formation of cross-functional teams, the criterion for the job of leader is changing. More and more people are assigned to leadership roles in which they have no positional authority. 

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