The “Moment Before Touch”

February 9, 2013 — Although dreaming is one of those “soft” skills few respectable  economists will admit to being curious about, their very industry depends on  correctly capturing and correctly assessing key aspects of the future in order  to make profitable investment decisions.  Isn’t “investing” simply buying  “today” what will have greater value at some time in the “future?”  So this  morning we’ll have a deep poke and prod at this soft-squishy stuff that arrives  at the moment of touch; when all potential alternatives coalesce into Now.   Since we’ve had a bunch of earthquakes in the South Pacific (more on them in a  moment) we could be meandering toward what predictive linguistics suggests could  be a Global Coastal Event in our future: this year.  But practical matters  first.  Coffee, headlines, and charts.

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Quake Follow-Up and Managing the “MeCompany”

February 6, 2013 — First item of business this morning is a discussion of  the 8.0 quake last night, a few notes on the possibility of a prequel to a  Global Coastal Event and then we will pick up with what we started on last  weekend, which was what?  A discussion of investment ideas for young families  and at the top of the agenda there is a discussion about how each of us is CEO  of our own business empire – MeCompany for short. Since people are very much  business models which operate like companies, we can then put some benchmarks  out in terms of measuring how we’re doing as MeCompany CEO’s.  First, as always,  the tai chi and yes, now I know why yesterday’s UrbanSurvival piece about the  (possible) global coastal event was such a downer in yesterday’s column….

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Investment Ideas for Young Families

February 2, 2013 — People ask some really good questions and this morning we’ve  got a dandy email from a 28-year old Peoplenomics subscriber who wanted some  basic questions about investing answered.  But here’s an example of inflation  for you:  The answer turned into a two-part Peoplenomics report after I jotted  down the first 7-pages of notes on what a young family ought to be thinking  about when it comes to money.  THEN it occurred to me that I need to send this  to our kids, too…and then it got more detailed from there.  So this morning  we’re into the first part of a discussion for young Co-CEO’s of families, after  the tai chi of headlines and that blow-off market rally which our trading model  called right…

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Quest for a New Metric

January 30, 2013 — Periodically, I get hate mail…usually from non-subscribers who don’t take  the time to consider other points of view.  But when people question the  Aggregate Index and blather on about markets, it’s time for a quick refresher  course on how money degrades over time.  So this morning, we’ll look at some of  the hard realities of how markets perform when money’s bring watered-down.  As  I’ll show: 2007 was only the market top if you ‘drank the Kool-Aid’ and don’t  correct for inflation.  But that, however, leaves us with a new problem: If you  can’t trust market pricing to be good indicators (since the underlying money is  corrupted) what then becomes the investment yardstick?  First, however, a bit of  mental tai chi with overnight headlines and a strong second cup.

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