COMMENT: Hello Marty,
I hope you are well. I’ve been thinking of you and hope all is going well on your end.
Peter and I went to visit a customer, Safran, in Sarasota the same week I attended your conference in Tampa. You looked energetic and healthy. It was great to see so many young people engaged and involved. I also saw your posting for the 2026 conference, and I’m really looking forward to it. Possibility for Technical Analysis or Geometry of Time?
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You should read some of the crazy contracts that we have to agree to, it leans 99% to their favor , really unfortunate. Plus, the big “Primes” in aerospace are asking the Tier 2 suppliers to Tier 3 (Sunset) to push payments out 120 days. I asked them would they like not getting paid for 4 months?
How are you doing? Josephine and Napoleon? I hope we can grab a cup of coffee one day and catch up.
Take care, and I’ll see you in December!
K
REPLY: Josephine and Napoleon are best buds. It was the best thing I did to get my dog a dog. Yes, there is brewing a credit crunch as we move into 2028. A number of our institutional clients are issuing bonds locking in rates. I have suggested that they look to private equity to lock it in rather than bid the market up. With war on the horizon, rates will press higher and that is separate from domestic inflation.
The Tampa Conference was really great to see nearly half the audience was students. Some people are greedy and just seek how much money they can get even if they would not be able to spend it. They leave nothing behind and often when they finally die begrudgingly trying to hold on to that last breath, they have nothing for they cannot take it with them. They are despised and might as well put then in black trash bad and put them out for the next trash collection. They are nothing but solent green to feed the worms. They never had any purpose in life.
No matter what the subject, there are two sides to every coin. Unfortunately within humanity there are the greedy ones who measure life only by how much they can accumulate, even if they’ll never live long enough to spend it. They leave nothing behind. And when death finally comes, they cling to their last breath as if it’s a possession they can hold onto. Yet, they take nothing with them. They’re despised. You might as well toss them in a black trash bag and set them out for collection. They’re nothing but Soylent Green – food for the worms. They never had a purpose in this life and assume if they had more than someone else they were better some how. They never even looked for a purpose in life. They are just consumed with greed and leave nothing behind.
I was raised with the belief that I have a purpose in life, and that it is my duty to discover what that purpose is. We are given only this one journey through life, and with it, the opportunity to acquire knowledge. It then becomes our responsibility to pass that knowledge on to the next generation.
As for the socialists—they are the greedy ones. They invented inheritance taxes because all they see is money. In their view, it was somehow unfair that one parent could pass something on to their children while another could not.
I am undertaking this work in the twilight of my years, not at the start of my career, and not for money. I am fully aware that my work will never reach the mainstream, because those who despise me will do everything in their power to prevent it from gaining traction. That is to be expected—new ideas are rarely appreciated in their own time; they are only embraced after the originator has long since departed.
This conference was always meant to be a passing on of what I have learned. My goals were twofold: first, to show that you can never truly predict where life will take you; and second, to demonstrate that much of what is taught in economics and finance is still rooted in the gold standard era, when currencies were fixed against the dollar. No one ever seriously considered what would happen under a floating exchange rate system—one that was, after all, supposed to be only temporary.
It was Milton Friedman who came to listen to me speak about the FOREX markets and how I was getting called in from country by country all because of a currency crises one way or another. It was Milton who told me what I was doing as a trader was important for this was a whole new field that had to be experienced to understand.
I am trying to have this book to hand out at the December WEC on the Business Cycle and the discovery of the ECM. This is so important because both Marx and Keynes saw recessions or depressions as a FLAW in capitalism so the strived to eliminate the business cycle. Most economists have struggled to try to control it at minimum or devise schemes to eliminate it like “You will Own Nothing and Be Happy.”
This, the Geometry of Time and Modern Analysis for the 21st Century (Technical Analysis) are what I am trying to pass on to the next generation before Scotty beams me up..
I just did the Understanding the World Economy, adding to the previous works: Fiat, Plot to Seize Russia, and Manipulating the World Economy. As I said at the conference, I was a trader, not an academic. All major advancements typically come from the outside looking in. Even the discovery that the computer was forecasting wars was NEVER my intent. Like penicillin, which was discovered by mistake, there are always uninteded consequences. The establishment always rejects it or in my case they call it “controversial” since they cannot disprove that the business cycles exists or all the forecasts the model has produced.