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I have decided to make some changes that I believe are going to help my business in the long run and benefit those of you
Is All Weather all weather?
BIG ANNOUNCEMENT COMING TOMORROW Anyone who has followed the hedge fund space for some time will have come across the name Ray Dalio. Ray is
Gold Cross Trading Strategy
One of the classic long-term trend models is the Golden Cross, where you go long the market when the 50-day moving average crosses above the
Shiller PE Strategy
Ok, the first thing I do when making a decision on the SP500 is look at where it stands on a valuation basis. My preferred
Repo and Reverse Repo
In the charts above, you saw close to record low spreads. This is an artefact of investors chasing yield in a low yield environment (sometimes
Liquidity Intro
This is a very big subject and needs me to write in greater detail on the blog. However, I will just share a few of
SP500 Performance when Inflation is above or below 2%
Yesterday, the monthly CPI (inflation) numbers were released, and there couldn’t have been a more perfect case study for me to demonstrate what Signal 2
US Mortgage Rates jumped above 7%
The press says mortgage rates went above 7%; we have always thought that meant poor performance on the stock market. You can see the risk
A case for stable money
[This post was written on Sunday, I am currently away until Wednesday, the 23rd.] Around 20 years ago, I fell in love with the Austrian
Why I chose Signal 2 Noise (S2N) as the name
A few people have asked me how I came to the name Signal 2 Noise. I realise that, while it is obvious to me, it
Why are we so rich?
This chart shows the incredible wealth that American’s have accumulated over the last few decades in particular. While this chart is of America’s household wealth,
Behavioural Finance’s Founding Father
Yesterday, Daniel Kahneman, the founding father of behavioural finance, died at age 90. He was born in Tel Aviv, Israel, in 1934. He trained as