Author: Damien Lanyon

About author:

Damien is the founder and owner of Lanyon Advisory Services and has a extensive knowledge and experience in financial planning and wealth management.

29 August 2014 - 14:09, by , in Musings, Comments off
Here’s a FlikStak that I created around the data points of inflation: https://flks.tk/SCq
27 August 2014 - 10:32, by , in Musings, Comments off
Here is the monthly chart dump for August – enjoy.[gview file=”http://lanyonadvisory.com/wp-content/uploads/2014/08/Observations-Aug-2014.pptx”]
16 January 2014 - 10:58, by , in Musings, No comments
Oh to have bought some when it was at such a lowly price….  Now that is has run up everyone seems to want some. Bitcoin fits the profile an extremely speculative investment – is value is determined in part by the greater fool theory – hopefully someone will pay more for it than I bought...
9 January 2014 - 17:01, by , in Musings, No comments
Seems to be a lot of rhetoric about the demise of economies with Fiat (paper based) currencies – they should all be “Gold Based”. Statements are uttered to the effect that without a gold based currency we will head into a hyper inflationary environment just like Zimbabwe and the Weimer republic.  This isn’t to argue...
10 December 2013 - 11:01, by , in Musings, No comments
The dilemma with the minimum wage debate is not that it is too low – it’s that people require it too live.  It should be viewed more as a failure of the education system, there are plenty of jobs available for people with a bachelors degree of better – as represented by the unemployment rate...
16 October 2013 - 12:59, by , in Musings, No comments
There has been a lot spoken about the end of quantitative easing, especially with the government having just performed a stick save so they can deficit spend some more.  The resultant can kicking exercise in Washington is becoming expectant. Why should we care about the end of QE?  Most markets have two variables that cause...
30 September 2013 - 11:54, by , in Musings, No comments
Watched two pieces of great story telling on the weekend – Reservoir Dogs and the finale of Breaking Bad. Common theme “Pink got away” – Mr Pink gets away with the diamonds and Jesse Pinkman is finally free of his angst/torment. It’s a chessy analogy to compare this to the healthcare drama – but what...
27 September 2013 - 14:10, by , in Musings, No comments
Healthcare There seems to be some attention in the media about Healthcare and the partisan solutions attached to various programs… I find it interesting that the conservative republicans are incensed about the introduction of the Affordable Health Care Act (AHCA) – aka Obamacare. The estimated costs to the Government, in other words the deficit that...
23 May 2013 - 12:40, by , in Musings, No comments
Last night saw a – 7.32% move in the Nikkei.  Big day. What does a 7% move in the market mean, for Japan this was a six sigma event, in other words the range of the movement was six times greater than its normal daily movement. Why is this important, because the asset management industry...
8 May 2013 - 9:35, by , in Musings, No comments
We know that emotions, not math are the primary source of investor return when it comes to individual investors.  It’s not the allocation, it’s not a checklist, it’s the narrative or story that people tell themselves. The following picture is a great example of how emotions impact the investment outcome.  It usually gets trotted out...