That Doesn't Work Anymore

Your Economic Thought Patterns Need to Change

• Ignore the Averages - Means Move

• Disrupters or Just Progress

• Cultural Changes Make Economics Change

• Cultural Impact of the Great Recession

• Everyone Needs to Change How They Measure Things- Always

• Rethink Correlations and Resist Regression

• Goodhart's "Underappreciated" Law

Big Economic Data-points

• GDP - Revisions, Central Banks and Why It Is So Useless

• Is Growth the Right Economic Measure

• Is Growth the Right Financial Measure

• Unemployment Versus New Employment

• Wages are Different Now

• Inflation - It Can Help, It can Hurt - But it is Definitely Not the Same as it Was

• Interest Rates and Falsehoods

• Currencies - Chicken & Egg

• The Asset Value Magic Trick - Stocks, Real Estate, Gold, Bitcoin Etc.

• Expectations Theories - Always Changing, Always Relevant

Applying Changes in Big Economic Data to Investing and Business

Old Capital, New Capital

• The New Role of Capital/Capital Formation

• Capital Flow Data is Dangerous

• Follow The Money or Fail

• Human Capital - The Real Data to Watch

• Capital, Political Structure and Aristotle

Applying Changes in Capital Flows to Decisions in Investing, Business and Career

What Government Does to Economics

• Government's Role: Past and Future

• Funding Government - Rethink It

• Taxes - Good, Bad and Completely Lost

• Expense Management and The Government - A Misnomer?

• Factoring Modern Government Into Economic Decisions

• More Grey and Purple -Government's Ability to Function

Government's Role Today and Its Impact on planning your Investing, Business and Career

Financial and Business Data is Different Now and It Has Always Been That Way

• Business Structures - Think Again

• Business Investment What People Watch and What You Should Watch

• Business Cycle Theory and Why Its Wrong

• Tearing Down and Running Around the Barriers to Entry

• Supply Chains and Pasta

• Energy and Fossilized Ideas

• Measure of Trade and Fools

• Measures of Globalization: What to Watch and Why It Matters

• The Problem With Earnings Reports and Expectations

• The Invisible Consumer: Customer Retention Data , Big Data and Customer Service

• How Not to Measure A Company's Success

Revaluating The Way to Look At Business for Investing, Business and Career

Value, Risk and Investment Metrics

• What are Things Worth Right Now

• Money Do We Need to Change How We Count It

• Hard Assets with Soft Valuations

• Does Volatility Matter

• Value at Risk - Real or Fantasy

• Other Measures: Risk Premiums, P/E Ratios and All That

• Regression, Extrapolation and Historical Averages

• Projections are So Yesterday , Probability is So Today

Using Better Value and Risk Metrics in investing, business and your career

Random & Concluding Topics

• New Industries and What to Do About Them

• Emerging Economies - New Paths or Same Old Cycles

• Socially Responsible Investing /Environmental, Social and Governance Factors (SRI/ESG)

• Economic Activism

• Trend Watching and Catching

Never Close Your Eyes, or You Will Miss Something