Insight

January was clearly a busy month. Was it an outlier or a harbinger of things to come?

We are now officially six years beyond the unforgettable (and not for good reasons) year of 2008.

Last month we introduced the possibility of the US entering a deflationary economic cycle and provided several possible causes of such a cycle.

We have made investment decisions and structured our investments based on the possibility that the economy could experience either severe inflation or outright deflation.

Last October I introduced Altus Insight readers to an excellent piece about game theory written by Ben Hunt as part of his Epsilon Theory series.

We are often asked for our opinion as to what makes for a good investor, and specifically as related to the alternative investment world.

Hopefully the lessons learned from our feet on the street can be a help in your investment decisions.

There can be no denying that the involvement of the central banks has eliminated the regularity of macro-economic cycles and much is still to be discovered as pros and cons of such manipulation.

Are you willing to be different, and are you willing to be wrong? In order to have a chance at great results, you have to be open to being both.