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Investing In The Age Of Anomalies

Chris Martenson - February 25, 2015 - 06:06
Executive Summary
  • Will global capital continue to push US stocks higher, despite their stretched valuations?
  • Global capital is becoming more cautious
  • S&P outperforming as capital seeks the safety of "blue chip" companies
  • Investing in the age of anomalies

If you have not yet read Part 1: Time To Toss The Playbook available free to all readers, please click here to read it first.

This leads us to equities and, again, this very important concept of being flexible in thinking and behavior. Historically, valuation metrics have been very important in stock investing. Not just levels of earnings and cash flow growth, but the “multiple” of earnings and cash flow growth investors have been willing to pay to own individual stocks. This has been expressed in valuation metrics such as price-to-earnings, price relative to book value, cash flow, etc. To the point, in the current market environment, common stock valuation metrics are stretched relative to historical context.

In the past we have looked at indicators like total stock market capitalization relative to GDP. The market capitalization of a stock is nothing more than its shares outstanding multiplied by its current price. The indicator essentially shows us the value of stock market assets relative to the real economy. Warren Buffet has called this his favorite stock market indicator.

The message is clear. By this valuation metric, only the...

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Categories: Economics

Amsterdam is Now Europe's First Named "Sharing City"

Shareable Magazine - February 24, 2015 - 13:59

The Dutch capital launched Amsterdam Sharing City on February 2. (amira_a/Flickr)

Categories: Economics

Hampshire College Launches LEEP Program to Advance the Common Good

Shareable Magazine - February 24, 2015 - 10:57

The results of a workshop held at the launch of Hampshire College's LEEP program. Credit: Hampshire College

In a world of worsening social inequality, climate change, and other urgent challenges, how can higher education play a more active, constructive role? A small liberal arts college known for its innovative approaches to undergraduate education aims to find out.

Categories: Economics

Daily Digest 2/24 - Eurozone Approves Greece Bailout Plan, A Student Debt Revolt Begins

Chris Martenson - February 24, 2015 - 07:51
  • Eurozone Approves Greece Bailout Overhaul Plan
  • More New Jobs Are in City Centers, While Employment Growth Shrinks in the Suburbs
  • A Student Debt Revolt Begins
  • Obama Seeks New Protections for Retirement Savings in Speech to AARP
  • Could This Be Saudi Arabia’s Best Kept Secret?
  • No 'drama or fanfare' for Keystone veto, WH says
  • Oil: Shocking how vital it still is
  • Portland is now powered by water pipes and flushing toilets

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Categories: Economics

Compare and Share: The One-Stop Sharing Marketplace

Shareable Magazine - February 24, 2015 - 06:55

 The People Who Share, a UK organization working to mainstream sharing, recently launched a new sharing marketplace called Compare and Share. Being touted as the world’s one-stop shop for the sharing economy, their vision is to be the go-to marketplace to share everything from sporting goods and tools, to rides, cars and houses.

Categories: Economics

New Report Explores The Commons as a Paradigm to Align Movements

Shareable Magazine - February 24, 2015 - 06:34

The proliferation of activist initiatives calling for systemic change around the world has never been more impressive. Yet collaborations among like-minded organizations, projects and movements have been disappointingly modest. As neoliberal economics and policies tighten their grip on American society—notwithstanding the dismal misbehavior of financial institutions, corporations and the two political parties—can leading alt-economic and social movements find ways to work more closely together?

Categories: Economics

First The Fall...

Chris Martenson - February 23, 2015 - 21:41

One of the models of the future that I favor is the Ka-Poom theory put out by Erik Jansen of iTulip.com back in 1999.

Basically it states that the end of a bubble era begins with a sharp deflationary event (the ‘Ka’ part of the title), but ends in a highly inflationary blow-off, (the ‘Poom’).

It’s a one-two punch. Down then up.

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Categories: Economics

Going Down...

Chris Martenson - February 23, 2015 - 21:41

One of the models of the future that I favor is the Ka-Poom theory put out by Erik Jansen of iTulip.com back in 1999.

Basically it states that the end of a bubble era begins with a sharp deflationary event (the ‘Ka’ part of the title), but ends in a highly inflationary blow-off, (the ‘Poom’).

It’s a one-two punch. Down then up.

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Categories: Economics

Pantry Items That Expire Way Before You Think They Do

Chris Martenson - February 23, 2015 - 16:43

Learn about these 7 food items that have a shorter than expected shelf / storage life. 

http://www.huffingtonpost.com/2015/02/23/pantry-items-expire_n_6723068.html

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Categories: Economics

These Neighbors Got Together to Buy Vacant Buildings. Now They’re Renting to Bakers and Brewers

Though the model is new and small, it holds outsize potential for the many neighborhoods whose downtowns are controlled by faraway landlords or retail chains.
Categories: Economics

Flow Hive

Chris Martenson - February 23, 2015 - 13:25

Check out this new and innovative honey bee frame design that allows for easy access and extraction of honey from the hive.  The Flow Hive design team have now launched their Indiegogo funding page that will give you more information and the opportunity to invest and acquire the first flow hive systems. 

https://www.indiegogo.com/projects/flow-hive-honey-on-tap-directly-from-your-beehive

Also check out our Beekeeping Group page to learn and exchange ideas.

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Categories: Economics

How to Build an Earthen Pond and Dam Wall

Chris Martenson - February 23, 2015 - 11:19

It is extremely important that you choose your pond site wisely before bringing in the heavy equipment. I addressed how to do this in my pond planning article. In this article, we use the existing topography and soil types to make the best pond site choices.

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Categories: Economics

15 Apps to Boost Your Happiness

Shareable Magazine - February 23, 2015 - 08:09

Since smartphones quicken the pace of life and work, it only seems fair that they should also help us recover from all that quickening—give us a way to wind down and brighten our moods, right? While no app can compare to time with loved ones, nature, meditation, and exercise, there are plenty that promise to boost our happiness, calm us, and make us more grateful. Here are 15 of our favorites worth trying:

1. Gratitude Journal ($1.99)

Categories: Economics

Pay-As-You-Feel Cafe Feeds Thousands on Food Waste

Shareable Magazine - February 23, 2015 - 06:30

Adam Smith knows food. A trained chef who has worked in numerous restaurants, the 29-year old also knows firsthand how much perfectly good food is wasted. Smith hails from Leeds, England, but it was a year spent working on farms in Australia that inspired The Real Junk Food Project (TRJFP), which changed the direction of his life. A pay-as-you-feel cafe model, TRJFP intercepts food headed for the landfill and turns it into restaurant-quality meals.

Categories: Economics

Daily Digest 2/22 - Playing With Nuclear Fire At Fukushima, De-Dollarization In Russia

Chris Martenson - February 22, 2015 - 08:08
  • What ISIS Really Wants
  • Inflation Is Dead, Long Live Inflation
  • De-Dollarization: Russia Ratifies $100 Billion BRICS Bank
  • Fukushima: Playing With Nuclear Fire
  • A Deal That Preserves Greece’s Place in Eurozone, and Fiscal Restraints
  • Disclosures of Battle Plan by Pentagon Startle Many
  • NATO's Response to Putin's Odd War Games Won't Be Fast
  • Labor fight at West Coast ports comes to an end — for now

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Categories: Economics

A New Way to Hold Gold (2015 Update)

Chris Martenson - February 21, 2015 - 19:09

What if you could carry and exchange gold in the exact same manner as you do with the dollar bills in your wallet?

Last year, we introduced the precious metals community to a company called Valaurum, which has developed a technology that's making this possible.

This week, we check in to see what's new (spoiler alert: Lots), as well as announce the availability of the new 2015 Peak Prosperity aurum note.

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Categories: Economics

Daily Digest 2/21 - No Rest for the Working, South Awaits More Deadly Cold

Chris Martenson - February 21, 2015 - 08:17
  • Crispin Odey on debt, deflation and downturn predictions
  • A Spy Breaks His Silence: Imprisoned CIA Whistleblower Speaks Out
  • The Shockingly Simple, Surprisingly Cost-Effective Way to End Homelessness (jdargis)
  • In Service Sector, No Rest for the Working
  • Greek Debt Vastly Overstated, Investor Tells the World
  • As Oil Prices Tank, Firms Large And Small Feel The Pain
  • Rural Bankers Deepen Bearish Outlook on Farmland Values
  • Still Shivering From Deadly Cold, South Awaits More

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Categories: Economics

Scientists discover what’s killing the bees

Chris Martenson - February 20, 2015 - 17:10

A new study and data set that points to the causes of the recent massive die off of honey bees and CCD. Take notice and take action to protect these most important pollinators.

http://qz.com/107970/scientists-discover-whats-killing-the-bees-and-its-worse-than-you-thought/

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Categories: Economics

Students for Economic Pluralism, Unite! How College Kids Are Taking on the “High Priests” of Money

After years of work as a climate activist, Keith Harrington decided to get a degree in economics. Now, he’s working to transform the field.
Categories: Economics

ID and Prevent 6 Common Tomato Diseases

Chris Martenson - February 20, 2015 - 11:00

Learn to prevent these 6 common diseases from damaging your tomato plants this season and know how to ID the symptoms.

http://www.motherearthnews.com/organic-gardening/common-tomato-diseases-zm0z15fmzsto.aspx

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Categories: Economics