Michael Dee

Mount Fuji Japan

Trade Sanctions and International Alliances

In light of the proposed trade sanctions proposed on our region, we wanted to pose the questions, where does Australia tie itself? Where should it? As we recently wrote about in our blog on the North Korean Missile Crisis there is significant influence possible by President Putin over North Korea’s Supreme Leader.  Putin characteristically takes…

Are you enjoying this type of return? Emeco (EHL.AX)

Pythagoras leads the market in predictive investment knowledge We provide stock recommendations that are ahead of the rest of the market using our mathematical predictive logic that allows us to predict future share price moves. Pythagoras makes investing easy!  Buy and sell recommendations are emailed to our clients for their chosen stocks during the day…

Australian Resource Markets to Surge

Japan: Proud & Independent Firing a missile over Japan was a tactical error by the Supreme Leader of North Korea.  It is one thing to play bluff with the US but to tease Japan in this way is to insult their culture and heritage.  They have awoken the giant. Economically, the furious activity to ready…

North Korean Missile Crisis

Whilst it appears through cultural and trade links that the person most able to influence North Korea’s Supreme Leader is the President of China, in reality Xi Jinping is not the only one nor is he the main one. The one who Kim Jong Un tries to copy the most is the President of Russia,…

Pythagoras Investing: Programmed Maintenance 41% Return Bonanza

Pythagoras leads the market in predictive investment knowledge We provide stock recommendations that are ahead of the rest of the market using our mathematical predictive logic that allows us to predict future share price moves. Working with Pythagoras: Predicting Events Pythagoras makes investing easy! Buy and sell recommendations are emailed to our clients for their…

America: A Failing Warmongering Democracy

A democracy is meant to quickly respond to the wishes of the people through their elected representatives, each with an equal voice.  In a democracy, politicians can influence the will of the people, but never dictate to them. When people vote to install a political leader in a democracy it is expected the leader can…

The Next Weapon of Global Financial Disaster?

Weapons of Mass(ive) Destruction: A Lesson from the Past CDO’s were sophisticated financial tools that banks used to repackage individual loans into a product that was to be sold to investors. They did this because it was a source of funding to make new loans and to grow faster; it moved the loan’s risk of…

Early Indicators of the next GFC

When we boil it all down, it was greed and the escalation of greed which was the root cause of the GFC. The re-emergence of a number of Greed indicators show a worrying trend. Some of these are already present, some are occurring currently and yet others still developing. Over time we will track the…

The Real Super Power is China

To have any hope of getting your head around China its important to understand China’s motivation. In our view their drivers are to industrialise, create employment and sufficient infrastructure to create a sustainable economy for the long term. The difficulty for China is that to industrialise it requires 20-40% of worlds natural resources, EVERY year.…

Its important to understand how we got out of the first GFC

A river of capital flowed … bail-outs, interest rate reductions, printing money, special banking arrangements etc. Worldwide stimulus packages flowed including a massive stimulus from China. Bankers were no longer paid to hoard and began to lend. Capital began to trickle – when the banking system appeared solid. A readjustment period ensued. Why did the…

Stock Market Cultural Chasm – Eastern versus Western Logic

Cultural Chasm in the Understanding China Series Western commentators and analysts find China troublesome to fathom. This is due to the ‘free market’ prism through which they look at the share market. It is a fundamentally flawed starting position when trying to understand China! Cultural Chasm There is a Cultural Chasm which is impossible for…

Sovereign Debt Binge

Were you aware that private and public debt greater than what it was in 2008? Does it alarm you?  Who Cares? We are selling hope here. In reality, the debt binge works for countries. They are selling hope to their people – just saying that the debt levels will resolve but not saying how. But…

Did Collateralised Debt Obligations (CDOs) cause the GFC 1?

… a walk down memory lane in the GFC series It is important to understand what happened last time ! The beginning In the Lead up to 2008 credit easy to obtain, interest rates were low, there was an excess of capital, risks were ignored and Greed was rampant. This Spawned Collateralised Debt Obligations (CDO’s)…

Investors must change or perish

Investors, change or perish!

Change is in the air Historically the world has been organised by borders, meaning that the approach to a country’s affairs has been parochial. The notion of border control is not new, it, more than anything has led to conflict between countries over time. The parochial approach by countries exists today and is viewed as…