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A Casual Introduction to the Theory of Constraints
Some off-the-cuff thoughts from 30,000 feet (both literally and figuratively, via coast-to-coast plane trip)… There is a guy named Eli Goldratt whose ideas I like a lot. Goldratt is a sort of...
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Inflationary Boom-Bust Cycle Redux
In December of last year, via The Trouble With MMT, we laid out an explanation of the inflationary boom-bust cycle, as driven by unproductive spending and excess debt. Given the “busts” in various...
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Insight from “The Philosopher”
Invisible Hands by Steven Drobny is one of the best trading books I’ve read in years. (It was first inhaled a while ago, but the material is so deep it is still sinking in.) If there is an intellectual...
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Swing Trading in Two Sentences
Want the essence of swing trading in two sentences? Here goes: In uptrending markets, buy weakness as it returns to strength. In downtrending markets, sell strength as it returns to weakness. There is...
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Quick Thoughts on SQE (More Fed Easing)
In response to a message board discussion on upcoming SQE, aka “sterilized quantitative easing” prospects: I can’t help but wonder if QE (and the coming prospect of SQE) are both more placebos than...
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A Clear Example of “Buy the Rumor, Sell the News” (or Vice Versa)
You’ve probably heard the old expression, “Buy the rumor, sell the news.” Wednesday’s action gives a clear example of exactly what that means. XHB, the popular homebuilders ETF, has been in a...
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