Crash Proof...How toprofit from the coming economic collapse

[rabot10]

Re: Crash Proof...How toprofit from the coming economic collapse

I recommend Ty Andros's investment advisers service.

If you read through all these "Fingers of Instability" articles it casts quite a wide focus on current events. I also believe we'll see $150 oil well within the next 24 months, and commodities prices soaring far further than people are ready to believe in the next 3-7 years.

I think inflation (global, not just in the US) is about to really rip loose seriously - if not already, then soon.

Here are Ty Andros articles links, all collected:

Part 1 | Part 2 | Part 3 | Part 4 | Part 5 | Part 6 | Part 7
Part 8 | Part 9 | Part 10 | Part 11 | Part 12 | Part 13




Ty Andros investment advisers I think have a $50,000 minimum. But you may agree from reading through this set of articles that Mr. Andros has a quite finely nuanced and supple understanding of the mechanisms of inflation. This adviser group will probably have no shortage of ideas of how to position in this market.

Lukester

Luke,

I had lunch with Ty Andros's a few weeks ago, so if U see or talk to him let him know that U know me. I asked Fred about Mish (sp) and he/she said that it was old shool and didn't apply today.

He got good returns for me while i was with him. U must undersatand his Hedge Funds to really (get It on) - with Ka coming in my opionion I didn't like selling puts in the futures markets - but thats just me.

rick

[rabot10]

Re: Crash Proof...How toprofit from the coming economic collapse

I hold Peter in high regard and respect his work. I believe he is well intentioned, as are Mish and others out there. We do have differences in views and approach which correspond to differences in background.

iTulip settled on an entirely different business model than others employ. For example, we do not offer an investment fund. The reasons are twofold. One, we do not want our editorial influenced by a fund. If we offered a bearish short mutual fund then we'd need to sell it, and that means a continuous focus on negative economic and financial events. If we offered a long fund we'd need to become occupationally bullish on the economy and financial markets. Neither position is appropriate for our members at all times. Second, one of the structures we considered, rather than a mutual fund, was a hedge fund structured to allow us to be more flexible, to shift from one asset class to another as conditions changed. We went so far as to secure a commitments of financing to seed such a fund. However, our advisers convinced us that we could get everything right with respect to our structure but still get tripped up on trades as they expect the clearing and settlements systems to become dysfunctional for a period, such as when we most need them most. We may offer such a fund later, but not until the "all clear" on the still developing financial crisis.

iTulip is a community-centric publishing business with a focus on economics and finance. The greatest service we can perform is to give our readers sufficient lead time to prepare for the challenges we foresee. Our readers have had nearly ten years to do so. Ours is typically not the kind of advice readers can wake up one day and do in a week. For the average American, for example, with 18.5 days of liquidity, following this advice takes years.

• Get out of debt
• Build cash
• Lower material wealth expectations

Our mission is to understand and position for major economic and market trend changes. With respect to investing, because we are not selling a fund we do not need to stick doggedly to a specific set of investments and justify them with our editorial content. Still, a major editorial challenge remains: avoiding a positive feedback loop that tends to develop and reinforce false beliefs.

Our approach is to develop a thesis then put it to the test by interviewing a wide range of experts who offer advice from their viewpoint.

For example, Dr. Warburton recommended:

• High in liquid assets and short dated bonds, with a critical appreciation of which currencies you want to be in.
• High saving economies with a breadth of resources endowment within the major countries.
• Some exposure to natural resources ETFs, strongly overweight water and food. Some equity exposure.
• Not much in the way of emerging markets.
• Careful selection of stocks in companies with claims on real assets underlying the business, simple financial structures, without complicated derivatives hedging strategies.
• A rump of gold and oil.

Dr. Hudson is 100% in CDs and short term treasury bills. And so on. It's up to our members to decide which advice suits them, based on an understanding of who the advice is coming from. This is more challenging for our members than simple one size fits all approach offered elsewhere but is, we feel, the only approach that addresses the unique challenges of our era.

At the same time we seek outside expert opinion to avoid self-reinforcing beliefs–internal dogma known in finance as "confirmation bias"–there remains a real need for consistency. This apparent contradiction is answered by our striking a balance between what we have learned over the past ten years, as outlined by our Ka-Poom Theory of disinflation and reflation in the asset inflation cycle, with what we have yet to learn.

Hope that this explanation is helpful.

Big Guy "For example, we do not offer an investment fund" that needs to change - For real!! I an SO TIRED of dealing with Idiots i could puck. Oh ya I told my kids U were going to save us!! Don't let them down.