Debt Wave Still Growing

by | 27 06 2011 | Blog

For almost three years now I have been highlighting the dangers of an entire world that consumes more than it creates; read: uses debt to extend its means.  Most recently I talked about this issue on 31 May, 2011 in my post entitled, “Top 5 Problems Facing the...

Stats About China’s Classes

by | 25 06 2011 | Blog

Yesterday I read a fascinating piece published by that scion of geopolitical intelligence, Stratfor, entitled: “The Importance of China’s Rising Middle Class.”  Rather than summarizing the piece I wanted to talk about several of the remarkable...

Historical S&P 500 Graph Shows Bubbles

by | 24 06 2011 | Blog

To my remembrance today’s post represents a first for the “What My Intuition Tells Me Now” blog: a graph!  Specifically, a graph that shows the adjusted closing prices of the Standard & Poors 500 Index from January 1950 through 22 June, 2011. The...

New Hedge Fund SEC Reporting Rules

by | 23 06 2011 | Blog

Yesterday the U.S. Securities and Exchange Commission finally released its long-anticipated rules for hedge fund reporting.  As I have long argued regulators cannot do their job if they are blind to the risks in the financial system.  Because of QIB (qualified...