Tag Archives: AppreciativeInsights

thealphaswarmer

The Collateral Alibi: Cross-Examining Gold, The Five-Handle, And The Case For Tokenised Metal

A broker’s note says gold has overtaken Treasuries and that its link to real yields is broken. I tested both against primary data. The ECB’s own valuation-adjusted numbers say Treasuries still lead 26% to 16%, and the gold/real-yield correlation was at its tightest right after the Russian asset seizure. What actually changed is the level, not the slope – and that is why tokenised, leased gold matters at a five-handle.

Estimated word count: 3734 words

thealphaswarmer_prophecies

The Prophecy, Continued: The Dollar’s Demise Was Never About the Exchange Rate

Written 17 September 2026 (AEST). This is the continuation I promised in January 2024, when I closed The Demise of the US Dollar — A Prophecy For Its Death! with… Read more »

Estimated word count: 829 words

The Paradigm Beneath the Mask: Sauron, Gilead, and the Vanishing of Pluto — thealphaswarmer

The Paradigm Beneath the Mask: Sauron, Gilead, and the Vanishing of Pluto

In September 2022, I published a piece here called Retrospective Appreciations Of Various Literature and Appropriations, and buried inside it — as a plain PDF download most readers would have… Read more »

Estimated word count: 1162 words

The Demise of America and The Rise of Emerging and Value Laden Network Economies — thealphaswarmer

The Demise of America and The Rise of Emerging and Value Laden Network Economies

I previously wrote about the fallacies of the US dollar and why its death is inevitable to which I received very vocal counter-arguments on Twitter, friends, family members etc about… Read more »

Estimated word count: 1083 words

extranets and intranets work together

Intranets & Extranets Disseminate Asymmetries To Drive Knowledge Management – A New Paradigm For The Knowledge & Experience Economy

With the adoption and explosion of social media, unified communication platforms, virtual collaboration technologies and open source software technologies (most of which are free or require a one off donation… Read more »

Estimated word count: 711 words

Knowledge Economies Align Opportunity Sets Despite The Lack of Prudence and Fiduciary Duty From Regulatory Authorities

The notion of fiduciary duty is a core tenet of the CFA charter and underpins the regulatory paradigm across financial markets globally for it is the duty of the financial… Read more »

Estimated word count: 1068 words

Practitioners & Academics Reflect Polarities Between Macrocosms and Microcosms – A Leading Outlook

I previously wrote about disconnects that occur within the decision making context amidst the constant stream of information flows that is “constantly fighting for your attention whilst you concurrently crusade… Read more »

Estimated word count: 856 words

innovation capture

Inter-Generational Learning: A Paradigm Shift In Network Economies

Arie de Geus, known for his seminal work in “The Living Company” and often as the father of the concept of the learning organisation articulated insightful metaphors in the context… Read more »

Estimated word count: 420 words