A Little Housekeeping – and Explanation
Yesterday’s article on BRICS / CBDC has already caused quite a stir among readers of the blog. We’ve received a couple of questions so far that we feel need to be publicly answered.
Where have you guys been?
When we started our occasional, then more frequent collaboration, some early agreements were made. First among these was that we would not publish just for the sake of publishing. We wanted to have something to say. Secondarily, we wanted to find the angles that weren’t getting the attention they required.
The scene, if you will, has also changed quite a bit since this endeavor began. Back in ‘the day’, we knew most of the analysts who published regularly. We’d often swap info and compare information. Today that has changed. We’ve lost count of the number of authors, YouTube creators, etc. that follow these matters.
Since we never relied on the publishing of articles for income, which is the model of most ‘truth-tellers’ today, we didn’t feel the need to speak unless we had something worthy of adding to the discussion. We believe (our opinion) that the marriage of truth telling to one’s livelihood is a dangerous combination, so we didn’t do it. All that said we are glad to receive these questions.
Are you going to publish more regularly?
We DO expect becoming more regular again, simply because things in the corner of the world we study have started to move with purpose again. There was a period of stagnation in that regard for a while. The world consumed, ran up endless debt, ad nauseum. This was nothing new. We stopped analyzing the risk markets simply because fundamentals have ceased to matter. The multiples are insane, and there are already literally thousands of others doing that work. Should we enter another period of crisis similar to 2008, 2000, etc. we will probably provide some analysis, especially if the monetary actions are driving the crisis, which they almost certainly will be at this point.
Can we read your work elsewhere?
Andy sent the link and Word Document of the BRICS post to all the sites who had customarily published our work in the past. However, we did the same with the Modern Monetary Theory report back in 2020 and there were only a few takers. Your best bet is to subscribe to the blog. The only time you’ll receive an email is when we post something. Please see our Privacy Policy at the top of the home page regarding your personal information or click the link above.
What have you been doing all this time?
This might be the best question of all. We haven’t been dormant. In fact, we’ve been quite busy. In addition to our Cobb-Douglas based GDP model, we’ve been working on several others of a monetary nature. We are close to being able to release some initial results on one of those models – and investors in the share markets will find it very interesting. The idea for this model actual came from a reader of ours in Australia. It’s the newest, but we felt it might be the most timely so we shifted our time there.
Please keep in mind, we both have full-time jobs, families, and all the tasks related to those things. This is a labor of love for us. We have never and will never charge for this work. You’ll never see an ad on this blog. You’ll never hear us ‘plug’ any products or services. We’re doing the best we can to keep this blog pure. If you want to support the work, please share it with family, friends, colleagues, etc. That’s the greatest honor and if we’re worthy of that, then we’ve done our job.
Andy & Graham