Is it time to start preparing for the next boom-bust cycle?

I can remember sitting in a graduate economics course back in the fall of 2001 that was being taught by a very bright man, who, like our current Fed Chairman, held a degree from MIT.  However, unlike Dr. Bernanke, our professor actually understood the effects [...]

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Banking expert Bert Ely: “I have run the numbers looking at the capacity of the industry to pay the tab. Assuming that bank insolvency losses don’t get way out of line, which I don’t think they will, then the industry can handle it. It’s not going to be cheap, but the banks can handle it [...]

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So how can you profit in the future given where we are at currently in this particular boom bust sequence?
In a prior post titled “I don’t trade stocks… I trade theories” I wrote the following:
“I don’t invest in financial securities, I invest in theories. At any particular present moment, the markets have embraced a certain [...]

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This is a convergence trading strategy that is designed to generate returns independent of what happens to the overall market.  It does this by attempting to neutralize all or most market directional risk (aka systematic risk or beta) as well as sector risk. With this strategy the focus is on

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