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Dialogue on Global Markets, on Investment Ideas and the Personal Financial world

Monday, February 16, 2009

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Wealth-Ed now has a new permanent home at http://www.Wealth-Ed.com You will automatically be redirected in 5 seconds. Please update your boo...
Saturday, February 07, 2009

Fixing a Deflation: A Most Intelligent Analysis

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I have reprinted in total an interview between fund manager Ray Dalio and Barrons. This is the most detailed and well-thought-out descriptio...
1 comment:
Sunday, February 01, 2009

Refuting the Arguments of Gold Bugs

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Today, I answer the blogposts of a couple of gold bugs who are a little overwrought with the idea of a new age where gold is king: "Ano...
Saturday, January 24, 2009

Looking Up for Energy and Resource Stocks

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Swiss investor, Marc Faber, still hates America, but he has a good track record for market prediction. So, I paid attention when I read this...
Friday, January 23, 2009

Goodbye, President Bush; We Will Miss You

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I do not name this post sarcastically. I know I am in the minority, but I will miss President Bush. Yes, he was hard to watch and listen to ...
2 comments:
Sunday, January 04, 2009

Reflation Economics (or "The Minsky Solution")

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As your resident amateur economist, I would like to offer up an article coming from one leg of the PIMCO triumvirate (Paul McCulley, the oth...
Saturday, January 03, 2009

My Projections for 2009

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How bad was 2008 from an investment perspective? From Barrons issue on January 5: "The S&P 500's 37% loss of 2008 served to kno...
Tuesday, December 30, 2008

Gheit - Oil Price Forecast for 2009

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Fadel Gheit has a very good record of predicting the direction and level of oil prices, similar to Boone Pickens in accuracy. He is pointin...
Wednesday, December 24, 2008

The Past as a Portal to the Future - Part 2

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In my continuing quest for "Truth" where the economy and markets are concerned, I have been reading up on some of the more pessemi...
Friday, December 19, 2008

To My Good Blog Buddy, Nirav

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(Note: Nirav's post tried to make the case that Deflation is just a mirage made up by government flunkees to fool us into believing mass...
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BrianMcM
I have a broad range of interests in technology, engineering, design, finance and public policy; a BSBA degree in International Marketing from Arizona State University with undergraduate studies in Nuclear Engineering and Architecture from Oregon State University; I have more than 30 years experience in instrumentation and control design and product development;
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