Information Literacy, big picture investment ideas, general
reality checks and future-proofing.
I started this site about four years ago to advertise IT skills, but my big picture views
demanded an outlet as well.

Did I offer actionable advice? I thought Gold and silver made sense.Well, it turned out I
was right about that, they have provided 30% a year more or less risk free since 2001. No
end in sight. After US loan markets went toxic I thought readers needed to know the
Minsky moment was coming, that a credit crisis was dead ahead and that US lending
would undermine dollar hegemony and the US economy, I was a bit early on the call, yes.
But the problems I identified are all too clear now; Peak Oil, a credit squeeze and a
failure of Bretton Woods 2 and dollar hegemony is next on the cards.

You ready for that?  The financial and wealth building strategies that worked best over
the last 25 years are broken. Did your advisor warn you of the credit crunch or $150.00
barrel oil.
More links

Market News forTraders
Video you might find interesting.
Why Uranium is a bull market.
Here is the sitemap.
My open letter about changes in the RBA repo policy.
Kontent Konsult
What's worth a look here?  If you want news on the credit crisis: try the link. If you want
my recommendation for the two best alternative energy investments on the ASX, look
here. But as for those, I like DYESOL and Ceramic Fuel Cells myself. DYESOL in
particular.
"This is going to be one of the worst economic downturns
since the Great Depression."
--Nobel Laureate Joseph Stiglitz, April 25, 2008"

"There are disturbing trends: huge imbalances, disequilibria,
risks -- call them what you will. Altogether the circumstances
seem to me as dangerous and intractable as any I can
remember, and I can remember quite a lot. We're borrowing
so much from abroad that we're skating on thin ice. Can we
correct this problem without some kind of international
financial crisis?" Regarding the need for policies that reverse
the triple deficit, "I don't know whether the change will come
with a bang or a whimper, whether sooner or later. But as
things stand, it is more likely than not that it will be financial
crises rather than policy foresight that will force the change."
- -Paul Volcker, Former Federal Reserve Chairman, (April 10,
2005)- -

"Right now, the rest of the world owns $3 trillion more of us
than we own of them. In my view, it will create political turmoil
at some point. Pretty soon, I think there will be a big
adjustment."
--Warren Buffet, speaking at the University of Nevada, Reno,
January, 2006--

"We're clearly on an imprudent and unsustainable fiscal path.
Our current liabilities and unfunded commitments as of the
end of the last fiscal year amounted to over $43 trillion, up to
$13 trillion in one year alone."
- -David Walker, U.S. Comptroller General (April 11, 2005)- -

“It's puzzling why bankers have come up with these new ways
to lose money when the old ways were working so well.
-- Wells Fargo (WFC) CEO John Stumpf

"Most mainstream economic analysis is not intellectually
weak, but  it is, alas, backward looking and too respectful of
peer opinions.

The real problem is their inability  to accept the possibility of
fundamental change, of major discontinuities in the basic
model. They are skilled in their assessment of stepwise
shifts in the current system – but hopeless at spotting
significant disruptions. "

--- Kevin McKern Futurist, Blogger and Site Owner. -Jan 08
Site Search