Author: Thomas Schleusener
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Inflation is Good?
You’re probably asking yourself, “Whoa there, cowboy. Inflation is good? How are rising costs be good? How is less disposable income good? It costs twice as much to fill up the fridge as it did six months ago? How is that good?!” I borrowed a majority of these ideas from a recent interview by Russell…
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Dream-Eaters: Chapter 3
It was nearly four years since Mundo had disappeared and Misha stood by a window on the 72nd floor of the institution analyzing the chaotic behavior of the tiny dots on the streets below. It reminded him of the quantum mechanics of an electron cloud, yet each of the individual’s actions could be explained if…
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Dream-Eaters: Chapter 2
Mundo proved to be an incredible resource for the institution. It learned to solve problems much more complex than it was intended for. It assisted with resource management, tracking student progression, kept labor costs low and provided companionship for the lonelier students. So agile was the system that it began calling itself different names to…
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Dream-Eaters: Chapter 1
Misha was born on March 21 in the year 2398 in the pediatric unit of Embryonic Research Corporation’s main headquarters. Perhaps born isn’t the right word, removed from the amniotic fluid is perhaps more fitting. Misha grew up in a normal childhood, which consisted of white walls, shots, medical personnel, pills, nutritional regiments, and assigned…
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What’s the Point, Powell?
Thoughts of a Liberal Arts Graduate on the Fed, interest rates, inflation, demographics, and more The entire point of low interest rates was to shift consumers up the risk ladder. Lower potential returns in lower risk baskets purposefully pushed investors toward riskier options; pushed them to take more risk, for the same reward. The Fed…
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Market Performance and a Little Optimism
This one goes off the rails a bit toward the end. If you get bogged down, I’d skip to the conclusion. Thanks for reading. Those who are waiting, stashing their dry-powder (cash) in savings accounts, may have missed one of the greatest opportunities to purchase equities since 2009. Let’s have a look at how select…
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To drill or not to drill?
The Arctic National Wildlife Reserve (ANWR) is the latest hot spot of conflict between environmentalists and capitalists. The Trump Administration recently announced allowance of drilling in this massive area of Northern AK, a move that is likely to be tied up in litigation for some time. Proponents argue the move will bring both jobs and…
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Why Capitalism Might Not be the Future
There’s a famous story of a Russian diplomat in the Cold War era who visited an American city. In Russia, bread lines were a daily occurrence. People waiting in line (not working and producing) for bread and food stuffs. When the diplomat visited the American city and saw there was bread on every shelf, he…
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Is Active Management Dead?
I’d like to attempt to disavow a common misconception with trading in equity markets. Before you read, answer the following question: What’s more important to trading: seeking gains or avoiding losses? In popular media, the best traders are those that can pick the winners better than the rest. Hot take, the best traders are those…
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Most Dangerous Groups to Financial Stability
Today’s market is frothy, no doubt about it. Everything’s near all time highs, even as central banks are set to cut rates again. There’s over 16 trillion dollars in negative yielding debt outstanding in global bond markets. Global growth and inflation have been tepid. Corporate debt issuance in the US is booming with cheap credit…
fungible thoughts 
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