I have released a few more things for free to the public over the last few weeks than usual. There is no real strategic analysis in the previous post, but I am aware that a dedicated group of people pay me to write for them privately. So, this is to note that freebies will be dialed back again, going forward.
But the deflation/inflation issue is a hum dinger and it also happens to be for all the marbles my friends. If ya don't get the interplay between these forces right, ya don't win. And in the words of a really weird SitCom actor, it is all about 'WINNING... duh'. Except here, we define winning sometimes as survival and sometimes as capitalizing upon misperceptions.
No guarantee I am right. But there is a guarantee that I do a lot of hard work to try my best to be right unlike, I suspect, the majority.
http://www.biiwii.blogspot.com
http://www.biiwii.com
