Google Level 7 Guide (5.8m views+) + Innovation Consulting + Forex/Crypto/Indices/Volatility Trader, + Systems Thinker #thealphaswarmer - MBA (Finance). I occupy my intellect in books from Harvard Business School ... Read More >>
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.
Written 17 September 2026 (AEST). A short, visual follow-up to Monetary Policy Is A Blunt Tool Of The Past (June 2019). Seven years on, the blunt tool just proved the… Read more »
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 »
Hike It Double? The Fed’s Real Decision Might Actually Be About Japan In 2019, Playing With Fire* argued that the economic frameworks we’d inherited were already too blunt for the… Read more »
The Marginal Dollar: What a $210 Grocery Receipt Revealed About the Australian Consumer How a firsthand shopping experience became a journey through marginal utility, inflation transmission, substitution, capital flows and… Read more »
— *(A continuation of Metastasis of Economic Frameworks Augment Systemic Failures, and, before that, Playing With Fire: Animal Spirits Ensconce Progress and Trepidation in Economies)* When I wrote about the… Read more »
(A continuation and re-examination of my earlier work on animal spirits and policy fragility) When I wrote Playing With Fire: Animal Spirits Ensconce Progress and Trepidation in Economies in 2019,… Read more »
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 »
For long, the DXY has pounded fear across financial markets due to its dominance, weighting and influence over risk assets, emerging economics and those countries whom are reliant on the… Read more »
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 »
Google Level 7 Guide (5.8m views+) + Innovation Consulting + Forex/Crypto/Indices/Volatility Trader, + Systems Thinker #thealphaswarmer - MBA (Finance). I occupy my intellect in books from Harvard Business School ... Read More >>
