China Versus America. Make Stuff Not War.
Friday, 31 March 2017 | 5:02 pm
China builds bridges while America builds walls. Both strategies are individually compatible. The danger arises when experts appraise each country’s strengths and weaknesses in the context of conflict thus precipitating the need for each to prove themselves in contests neither desire. This is perhaps too optimistic a view of human nature. Apparently the ascendancy of one power is
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VIX. Volatility Low. Buy Some While Stocks Last.
Tuesday, 21 March 2017 | 2:06 pm
Volatility is one of those quantities which has a very distinctive time series. If you are shown a volatility chart which was flipped upside down, you would immediately recognize the error. Volatility spikes and fades and repeats. When is the next spike? How big a spike is one looking for. The foregoing is just observation
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South China Sea Accord – A Proposal
Sunday, 12 March 2017 | 8:49 am
The South China Sea is recognized as Chinese territory. Disputing countries to give up their claims of sovereignty over disputed areas. Neighbouring countries, Taiwan, Japan, Philippines and Vietnam are offered 999 year leases over their claimed territories for nominal payment with defined renewal terms. The intent is to provide free access and de facto sovereignty to
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Tactical Derisking
Wednesday, 08 March 2017 | 9:54 am
The Dow Transports seem to have lost momentum. Judging by similar patterns in recent years, the potential for gain is mimimal and the potential for loss is increased. We are not suggesting huge losses but a range of 7% – 15% seems reasonable across US and Europe. Japan will likely find support from a weak
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FICTION: SymbOrg. The Future Of A Robot Economy.
Tuesday, 07 March 2017 | 9:31 am
Twenty years into the future and robots and androids have become commonplace. 5 years ago an international AI regulatory body was created, called International Robotics and Artificial Intelligence Council or IRAIC. The body establishes a set of guidelines to govern the development and treatment of robots and AI. IRAIC is also responsible generally for studying
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