Now that market manipulation shenanigans in silver have subsided, the longer term fundamentals driving prices upward have begun reassert themselves, namely excess printing of money by most major economies, fear of debt defaultsthe U.S deficit, , the political unrest in the Middle East & North Africa, the depreciation of the dollar, accelerating global inflation, the growth […]
Category: Planning
Weekend report review May 07, 2011 links on YouTube
Youtube link discussing the weekend reports http://www.youtube.com/watch?v=0gBXLyJxCow Related articles weekend market review, May 07, 2011 (kansasreflections.wordpress.com)
weekend market review, May 07, 2011
Market in Bull Normal; Market is neutral on a short term basis Equities sold off this week, but found support near the end of the week Commodities cracked this week with silver experiencing a 5 sigma selloff (2d largest 5 day loss in the last 5 years) Rebalancing project: Monthly rebalancing : next re-evaluation on/about […]
Market breakthrough finally
SPY finally broke thru 135 for the first time since mid-Feb. It remains to be seen if it can hold above 135, but its been knocking on the door for weeks. SLV had its first day of pullback in recent memory. All the metals futures are up and so it remains to be seen how […]
mountains and efficiency
I am thinking about “efficiency” in time(t) as Gain/TrueRange(sum) the TrueRange = sum of distance travelled on the way to getting the gain think of a perfect ramp from groundlevel to mountaintop think of rolling hills from groundlevel to mountaintop think of a series of identically high mountains from ground level to mountaintop think of […]
the predictable consequences of failure to lead
Enjoy the spectacle of the dissolution of the West, a political, military, economic, cultural alliance that was held to gether through constant attention and nurtured/cared for by professionals. How fraghile was it? Fragile enough that a couple years of Berkeley inspired radicals with no business being entrusted with the keys to the car have brought […]
Reflections on risk management in organizations
Book review notes from “Surviving and thriving in uncertainty: Creating the risk intelligent enterprise” by Frederick Funston and Steven Wagner. Funston, F., & Wagner, S. (2010). Surviving and thriving in uncertainty: creating the risk intelligent enterprise. Jphn Wiley & Sons, Hoboken, NJ. I was led to this book during our environmental scanning for higher education. […]
Public employee unions shovel money to the Democrats: is that really news?
Here is the money quote: Follow the money, Washington reporters like to say. The money in this case comes from taxpayers, present and future, who are the source of every penny of dues paid to public employee unions, who in turn spend much of that money on politics, almost all of it for Democrats. In […]
The power of water, and reflections on critical thinking
Image via Wikipedia A testimony to the power of water, in recent Australian floods. www.youtube.com/swf/l.swf?video_id=kYUpkPTcqPY Water level in rivers follows the Log-Pearson 3 probability distribution(see attached picture) Tightly clustered around the mean, with little variation, and a limit on how far the left hand tail can go (ie “dry”) The right hand tail though is […]
Reflections on Starobin’s Five Roads to the Future
Paul Starobin’ s biography (from the author), from NationalJournal.com Related Link: http://www.afteramericabook.com Paul Starobin is a staff correspondent for National Journal and a contributing editor to The Atlantic Monthly. He is author of the new book “After America: Narratives for the Next Global Age,” available in soft cover as “Five Roads to the Future: Power […]