I couldn’t find anything to watch on TV yesterday…kidding, but during that football game I decided to create some alternative charts. I am not certain all of them are useful but they are interesting. The Orange Line = Robert Shiller’s CAPE or PE10 The Light Blue Line = Is PE10, with the high and low […]
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Fun with Charts – Alternative CAPE Measures
Disclaimer*** This post does not necessarily represent the personal view of the author on what the global monetary system should look like…the author believes that there should be multiple competing currencies accepted as legal tender, government notes, bills of credit, gold and silver and cryptocurrencies**** One claim made by economists about the gold standard and […]
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Review of 2017 Trends
2017 Trend Outlook In January I wrote about the trends I felt would impact 2017. With the half way point in the year I thought it would be a good exercise to review the trends identified. Economic Growth USA – I believe the US expansion is late in the cycle and will see an acceleration […]
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Canadian Housing – A Different View
Everybody knows that Canada has a housing bubble. Soon it will pop like the American one from the mid-late 2000s. Devastation will follow and it’s why hedge funds and American investors are short Canada. Recently the IMF noted that Canada is the fastest growing G7 Nation. I got that call right in this previous post. That […]
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Median Weekly Earnings vs. Gold
I think finance people do not understand the monetary system including the experts. When Bretton Woods ended there became a new system. A new system needs new models. I find it hard to believe that models created for a gold standard or gold exchange standard are used for a floating rate exchange system. The relationships […]
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The Buying Power of the Dollar
Quite often I see posts such as this one, where they discuss what a dollar could buy a long time ago vs. what it can buy today. This argument is used to discuss how the purchasing power of the Dollar has been destroyed by the FED. In my opinion this example is wrong. The dollar […]
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French Election
Le Pen did worse than expected. Watch French stocks soar (the ETF was up 14% in USD last quarter, 16% in CAD terms..good thing it was in the idea portfolio). I also expect gold to drop. I’m still bullish on french stocks though (a former investment banker is Prez.. it’s like electing Goldman. Very stock […]
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