Using Veritas to Construct the "Per…

29-04-2017 Hits:88598 BoomBustBlog Reggie Middleton

Using Veritas to Construct the "Perfect" Digital Investment Portfolio" & How to Value "Hard to Value" tokens, Pt 1

The golden grail of investing is to find that investable asset that provides the greatest reward with the least risk. Alas, despite how commonsensical that precept seems to be, many...

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The Veritas 2017 Token Offering Summary …

15-04-2017 Hits:82279 BoomBustBlog Reggie Middleton

The Veritas 2017 Token Offering Summary Available For Download and Sharing

The Veritas Offering Summary is now available for download, which packs all the information about Veritas in a single page. A step by step guide to purchasing Veritas can be downloaded here.

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What Happens When the Fund Fee Fight Hit…

10-04-2017 Hits:82173 BoomBustBlog Reggie Middleton

What Happens When the Fund Fee Fight Hits the Blockchain

A hedge fund recently made news by securitizing its LP units as Ethereum-based tokens and selling them as tradeable (thereby liquid) assets. This brings technology to the VC industry that...

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Veritaseum: The ICO That's Ushering in t…

07-04-2017 Hits:86669 BoomBustBlog Reggie Middleton

Veritaseum: The ICO That's Ushering in the Era of P2P Capital Markets

Veritaseum is in the process of building peer-to-peer capital markets that enable financial and value market participants to deal directly with each other on a counterparty risk-free basis in lieu...

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This Is Ground Zero for the 2017 Veritas…

03-04-2017 Hits:83100 BoomBustBlog Reggie Middleton

This Is Ground Zero for the 2017 Veritas Offering. Are You Ready to Get Your Key to the P2P Capital Markets?

This is the link to the Veritas Crowdsale landing page. Here is where you will be able to buy the Veritas ICO when it is launched in mid-April. Below, please...

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What is the Value Proposition For Verita…

01-04-2017 Hits:85222 BoomBustBlog Reggie Middleton

What is the Value Proposition For Veritas, Veritaseum's Software Token?

 A YouTube commenter asked a very good question that we will like to take some time to answer. The question was, verbatim: I've watched your video and gone through the slides. The exchange...

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This Real Estate Bubble, Like Some Relat…

28-03-2017 Hits:56322 BoomBustBlog Reggie Middleton

This Real Estate Bubble, Like Some Relationships, Is Complicated...

CNBC reports US home prices rise 5.9 percent to 31-month high in January according to S&P CoreLogic Case-Shiller. This puts the 20 city index close to an all time high, including...

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Bloomberg Chimes In With My Warnings As …

28-03-2017 Hits:84564 BoomBustBlog Reggie Middleton

Bloomberg Chimes In With My Warnings As Landlords Offer First Time Ever Concessions to Retail Renters

Over the last quarter I've been warning about the significant weakness in retailers and the retail real estate that most occupy (links supplied below). Now, Bloomberg reports: Manhattan Landlords Are Offering...

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Our Apple Analysis This Week - This Comp…

27-03-2017 Hits:84255 BoomBustBlog Reggie Middleton

Our Apple Analysis This Week - This Company Is Not What Most Think It IS

We will releasing our Apple forensic analysis and valuation this week for subscribers (click here to subscribe - lowest tier is the same as a Netflix subscription). As can be...

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The Country's First Newly Elected Lame D…

27-03-2017 Hits:84116 BoomBustBlog Reggie Middleton

The Country's First Newly Elected Lame Duck President Will Cause Massive Reversal Of Speculative Gains

Note: Subscribers should reference  the paywall material here for stocks that should give a good risk/reward scenario for bearish trades. The Trump administration's legislative outlook is effectively a political desert, with...

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Sears Finally Throws In The Towel Exactl…

22-03-2017 Hits:90615 BoomBustBlog Reggie Middleton

Sears Finally Throws In The Towel Exactly When I Predicted "has ‘substantial doubt’ about its future"

My prediction of Sears collapsing once interest rates started ticking upwards was absolutely on point.

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The Transformation of Television in Amer…

21-03-2017 Hits:88184 BoomBustBlog Reggie Middleton

The Transformation of Television in America and Worldwide

TV has changed more in the past 10 years than it has since it's inception nearly 100 years ago This change is profound, and the primary benefactors look and act...

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Soros has nothing on BoomBustBloggers Cool, there's a new sheriff in town!
 

From Bloomberg, "Soros Imitators Reap Riches in Financial Crisis on Macro Funds":

Hedge fund managers on average lost 18.7 percent of their clients’ money in 2008, for the worst performance since at least 1990, according to Hedge Fund Research Inc. Combine the losses with investor redemptions, and total hedge fund assets have been cut almost in half. TrimTabs Investment Research and Barclay Hedge Ltd. estimated funds held $1.1 trillion at the end of the year, down from $1.9 trillion a year earlier.

One rare bright spot: the resilience of global macro fund managers, who wager on currencies, equities, interest rates and commodities based on their fundamental analysis of world economic trends.

Their funds gained 5 percent on average amid the carnage, according to Chicago-based Hedge Fund Research, prompting investors and managers to predict a renaissance for the once ubiquitous strategy. [Hah! BoomBustBloggers gained 106% for the same time period, and most assuredly have considerably more transparent documentation to prove it, not to mention the ability to cap research costs at $2,500 - A new days is a dawning! See 2008 Performance Results] Preliminary estimates show macro funds up another 1.4 percent in January.

“Twenty years ago, the words hedge fund meant global macro,” says Colm O’Shea, founder of Comac Capital LLP in London, a macro firm with $1.3 billion under management and returns of 30.7 percent last year. “I believe they will again in the future.”

Alan Lenahan, managing principal of Fund Evaluation Group LLC, a Cincinnati-based investment advisory firm, says macro funds will garner a bigger share of the money that he expects will flow back into the industry. “You’re going to see investors flock to global macro,” he says. [One would think they would flock to this blog instead. It's a lot cheaper, and apparently you'd make a lot more money as well!]

The multiyear performance of hedge funds overall, even including 2008, justifies a place in most portfolios, he says. Pension funds, endowments and wealthy individuals will return, despite having withdrawn money since last summer, he says, and they will favor what’s been working best. [Favor what is best??? Ok, the subscription form is here.]

For the record, and for those who don't know, I am in my element here. To learn more about my proprietary investment style, see "The Great Global Macro Experiment, Revisited". I don't mean to brag or boast, but my 8 year track record bests Soros' by at least 100% (at least that I know of). I may be a tad bit more humble as well. Remember what I told you about Name Brands Investors? To Soros' credit, he is an immensely fascinating and accomplished man. Apparently highly intelligent, he appeared to have literally had it go to his head for a time, suffering from a God syndrome where he went into a depression after realizing he wasn't superior. At least that is how I remember reading his book. His early books are an utterly fascinating read, and his philanthropic push to oust George Bush and fight abject poverty across the globe aligns him precisely along my interests, so I better stop making fun of him.Tongue out

 
In reference to the The Prudential Plc Forensic and Fundamental Analysis Sample Trade Addendum, see Bank of England May Cut Interest Rate Closer to Zero as Recession Deepens. Those that put the bearish USD/GBP trade in would have made good money, I still believe it is good on top of the spreadsheet  Prudential Forensic Analysis Pro trade described therein. This is not for beginners, though it is excellent training in Real Reggie-style Global Macro.

I hope you guys realize how ridiculously under-priced these subscriptions are. Speaking of insurers, global macro, and the pound...
From Bloomberg:
The Bank of England will probably lower the benchmark interest rate closer to zero today as officials resort to buying securities to revive the economy.

The nine-member Monetary Policy Committee will cut the bank rate to 1 percent, the lowest since the institution was founded in 1694, according to the median of 61 economists’ forecasts. The decision comes at noon in London, and Governor Mervyn King will present updated forecasts on Feb. 11.

As conventional monetary policy tools lose their potency to aid an economy sliding deeper into a recession, Prime Minister Gordon Brown’s government has given the bank powers to spend up to 50 billion pounds ($73 billion) on bonds and commercial paper. Service companies shrank in January, consumer confidence fell and the inflation rate has dropped at a record pace.

“With unemployment rising, the bank will come under pressure to cut to zero,” said David Tinsley, a London-based economist at National Australia Bank and a former Bank of England official. “They’ll try to shift the focus to quantitative easing.”

King said Jan. 20 that the central bank will buy “high- quality” assets within “weeks and not months” to ease market strains. He and U.S. Federal Reserve Chairman Ben S. Bernanke are pursuing alternative measures to revive lending among banks stung by the global financial crisis.

The Bank of England has lowered its key rate by 3.5 percentage points from 5 percent in October. The Fed has cut its key rate to a range between zero and 0.25 percent. The European Central Bank will probably keep its rate at 2 percent today.