How Manchester United treats its Soccer Stars like Financial Instruments

While digging through the financial statements of Manchester United out of interest, I came across a pretty novel accounting concept that changed the way in which I look at sports teams as a business model. Between the way in which the company recorded a solid half of its entire balance sheet as being composed of […]

How to Profit from a Currency War Through Commodity Producers

Creating profitable investment positions in the middle of a currency war requires a sophisticated understanding of inflation fundamentals. In this understanding, we can see how there are few strategic ways to mitigate monetary policy risks through asset allocation into both commodities, and companies with a heavy reliance on fixed assets. By then differentiating these two […]

How to Profit from a Currency war Through Competing Exporters

The implications of a currency war are in favor of both volatility, and fundamental shifts in value. This means that there are opportunities in currency markets experiencing competitive devaluations for a clever investor to earn a profit on the shifts. By understanding how it is that currency trends impact the overall investment landscape, an investor […]

How to Protect Yourself From a Currency War

Whether it cause a reduction to our personal net worth, a lower salary, or an increased overall cost of living, competitive currency devaluations can have an impact on our daily lives. The trick is to then make sure that we can protect our personal nest eggs from these risks that are beyond our control. We […]

How a Currency War Can Threaten Your Personal Savings

Saving in the middle of a volatile currency market can be a particularly stressful endeavor. Even if the funds we consider are only personal savings, they can be subject to the risks of a currency war as much as those of an investor. Between the fluctuations in comparative values, the changing costs of related goods […]

Examining Currency Wars Using a Kinked Demand Curve Model

Competitive currency wars follow the same general course as a gasoline station price war. Consumers will flock to the lowest price, and the moment’s price leader will serve at a loss in hopes of making up for it in other lines of business. More often than not, competing parties will proceed to undercut each other’s […]

What is a Currency War and How Does it Work?

Currency values have been thrust into the headlines this month as countries begin discussing their monetary policies for the coming year. Specifically, a theme of inflation-heavy policies that will both stimulate the economy and depreciate a local currency is emerging. While this is a normal course of action for governments to pursue during a financial […]

Assumptions About the Next Kondratiev Growth Wave in 2015

Having looked at how Kondratiev cycles can be used to define the broad-trends that define economic growth as a function of the technologies that are leveraged into the markets, we can start to look at the expanding research that has described the next potential growth cycle in store for the global markets. That being said, […]

History of the Kondratiev Cycle

As a representation of how technological growth in an economy will create a 60year boom/bust cycle through over-investment and over-saturation of supply, the Kondratiev cycle is able to describe approximately 6 major periods of market movements as a function of innovation. By digging into how it is that these cycles of prosperity and poverty emerged […]

Understanding the Kondratiev Cycle and the Stock Market

In the late 1920s, a Soviet economist by the name of Nikolai Kondratiev proposed the existence of an overarching generalization that defines the greater movements of the markets over the course of 54-60 years (ie. two generations of a workforce’s career span). Similarly to how it is that the Elliot Wave theory defines market cycles […]