Blind to the economic cycle ECRI explains how far they are off the economic cycle map They are completely off on the credit cycle too China’s hard landing has already

  Dalbar Report. Psychological factors are the main contribution to poor returns. Bad Math. Bad Investment Advice. Steve Keen explains bad economic policy in yesterday’s interview Why not add in the most

“Central bankers must accept the complete and utter failure of their policies if we are to move forward.” Natural Capital Formation is being destroyed Unsurprisingly, new business formation has fallen

Fed Up With The Fed Central Banking has been contentious for centuries “The Bank is trying to kill me, but I will kill it.” — President Andrew Jackson Now the

  The current economic cycle is remarkably normal. Policy not so much. “Flawed Assumptions and Grand experiments” But the New Normal is anything but normal; “All the readings of artificial

Two Simple Investment Transformations Transformation 1: Cycle Dynamics A simple example shows the first transformation Transformation 2: Money management with “Tradestops” Cycle Dynamics and Tradestops can now be combined with other models to

  Gold is widely misunderstood “you’re likely ignoring your single greatest advantage as an investor.” A simple example shows why Gold has returned to long term uptrend criteria just as stocks and bonds are

Are “central bank policies going to bankrupt corporate America?” Debt diverges from cashflow GAAP earnings have fallen 18% over the last 15 months, back to 2012 levels Earnings will fall much

CBIM out performance in Q1   Portfolio volatility less than 25% of US equities   Slight Negative correlation to US equities Yet Most Active Managers Just Had Their Worst Quarter In 18 Years Central

Bill Black Devastating Consequences On Middle Class Corporate Credit – 15 Year Low World Trade – 10 Year Low No locomotive For Global Growth GDPnow Collapse Corporate Profits Collapse “Markets”