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I Just Added To My Short Position

Keeping you updated on my portfolio positioning
Wednesday, August 16, 2017, 1:01 PM

Last year, I detailed out my personal investments in the report How My Portfolio Is Positioned Right Now. It turned out to be one of our most popular articles over the past few years.

In it, I mentioned that I'll do my best to update our subscribers when I make a material change to my portfolio allocation.

Well, I just did. » Read more

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Why The Markets Are Overdue For A Gigantic Bust

It's just not possible to print our way to prosperity
Friday, June 9, 2017, 6:38 PM

As much as I try, I simply cannot jump on the bandwagon that says that printing up money out of thin air has any long-term utility for an economy.

It's just too clear to me that doing so presents plenty of dangers, due what we might call 'economic gravity': What goes up, must also come down. » Read more

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This Is How Sentiment Shifts And Markets Crash

Once faith in the Fed is lost, things will get ugly fast
Friday, September 2, 2016, 3:47 PM

Executive Summary

  • The Facebook legions rip the Fed to pieces
  • The WSJ joins in the attack??
  • The 'smoking gun' showing how the Fed's only priority is to serve its banking masters
  • Why a revolt against the Fed is necessary, inevitable and just

If you have not yet read Part 1: Sorry Losers!, available free to all readers, please click here to read it first.

Facebook Fed Farce

The Fed, surprisingly, has a Facebook page.  While it’s not surprising that they have one because every organization is aware that they need a ‘social media presence’ it is surprising that the Fed seems to be completely unaware that Facebook is a social networking site, not a policy regurgitation platform.

Well, the Fed put up its policy aims and the responses from the public were consistently brutal or delightfully snarky. 

But I did not find a single one, out of hundreds, that was complimentary of the Fed or in any way demonstrating that the Fed has any sort of credibility left with the public.

These are priceless: » Read more

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The Death Of Hopium

Tech Bubble 3.0 is in the process of bursting
Tuesday, October 13, 2015, 3:48 PM

I got my MBA at Stanford in 1999 when the dot-com bubble was at its zenith, worked for a VC-funded start-up as well as one of the biggest Internet juggernauts (Yahoo!). I lived in Palo Alto, the central core of the tech scene.

As a result, I have a pretty good read on how Silicon Valley works. Many of the folks I worked and went to school with are now in leadership positions at the big operating companies, VC firms and hedge funds in that ecosystem now -- so I have personal knowledge of who's making the decisions.

And it's no secret that I think it's degenerated into a steaming pile of hucksterism. » Read more

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The Erosion of Community

We're losing the bonds that once made our society thrive
Monday, February 17, 2014, 11:58 AM

In an age which seems abundantly well-served by individualism, consumerism, the central state and global corporations, why does this erosion of community matter? After all, aren’t we doing rather splendidly despite a declining sense of community? » Read more

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Returning to the 'Real'

The virtual is not an adequate substitute for the authentic
Tuesday, September 3, 2013, 10:34 AM

A paradox of life in these times is the inverse relationship between technological wizardry and the satisfactions of being a live organism in a real place (i.e., on the planet Earth).  It probably boils down to a proposition that the American public is not ready to entertain: that the virtual is not an adequate substitute for the authentic. Eventually it will be a hard lesson to learn. » Read more