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.
- 19/04/2019
- 5
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.
- 19/04/2019
- 3
Powell’s Real Choice: His Reputation Or Esteem—Part 2
The following is Part 2 in a series discussing my belief that fiat currency regimes with central banks ultimately result in increasing amounts of leverage. Part 1 can be found here.
- 05/02/2019
- 3
Powell’s Real Choice: His Reputation Or Esteem—Part 1
Banking’s History Reveals An Impossible Decision
- 07/01/2019
- 8
Calling A Spade A Spade Part 2: To Know The Enemy
If you know the enemy and know yourself, you need not fear the result of a hundred battles.
- 26/12/2018
- 6
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