The Conversation is Changing:

We are witnessing a change in the structure in the way the world works.

Today we all feel the constant bombardment of news detailing the disintegrating social vibe that we are forced to live with on a daily basis. Wars, banking crises, sovereign debt crises, hurricanes, earthquakes and tsunamis.

This vibe really describes the underlying social mood that has been building for more than 11 years now. With a change in social mood, there is also a change in the ‘money conversation’.

It is even more crucial in these times to step away, turn off the noise, and begin to listen to the market. To step away and listen to how the ‘money conversation’ is changing. To anticipate how these changes will affect asset prices, and to act.

Changes in the ‘money conversation’ produce changes in asset prices as investors begin to express the conversational changes with buying or selling of assets. By anticipating the ‘conversational’ change, we seek to anticipate, prepare for, and take advantage of these price changes.

Never before in our lifetimes has the importance of anticipating changes in the ‘money conversation’ been so great; nor have the repercussions of getting these changes wrong (or assuming nothing will change) been so dire.