Category Archives: Uncategorized

The Final Solution

The only thing standing in the way of President Trump using the Federal Reserve to bankroll his real estate empire or a Democratic congress using the Fed to provide massive infrastructure and universal health care without raising taxes is…Nothing and … Continue reading

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Cryptocurrency versus the Dollar

The first question to Fed Chairman Powell today in his meeting with congress was about a new cryptocurrency called “Libra” and its possible impact on monetary policy. Also, President Trump invited all but one leader of Silicon Valley tech companies … Continue reading

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AlgoDynamix Webinar

I had the pleasure of attending a webinar on June 13th by AlgoDynamix. The management team are physicists who met at Cambridge University. Instead of using historic return data, like I do, they look at behavioral characteristics of clusters they … Continue reading

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What Kind of Game Are We Playing?

In his book, The Seventh Sense: Power, Fortune, and Survival in the Age of Networks, Joshua Ramo asks: “Do you believe the spread of democracy is inevitable? Or do you think we live in an age of global chaos and … Continue reading

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Market Truths

A Truth that’s told with bad intent Beats all the Lies you can invent William Blake   We’re told trade wars are good And debt of nations, states and you. Even better if it’s B or  below But Prized above … Continue reading

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Sage Advice

You expect things to go badly And they don’t That you call good luck You expect things to go well And they don’t That you call bad luck Because you lack an understanding of uncertainty You put your trust in … Continue reading

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Sortino & Forsey Give Away

This is the last vestige of the software we have developed over the last half-century. To download the Sortino-Metrics Software click on the link below: https://drive.google.com/open?id=1j-lL2Y33dqHFBLdXfvNuKHZXtPvV7RxM Right click on the Sortino-Matrix folder. A window will open. Click on Download.  The … Continue reading

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