Cullen Roche

orcamgroup.com

5 Followers

community-curated profile

I help people make smarter and more disciplined decisions with their money. |

Founder @orcamgroup 💸 | Author @pragcap 📚|

Overview Posts Content Recommendations

Paper Jul, 2018

A SKEPTICAL VIEW OF THE IMPACT OF THE FED’S BALANCE SHEET

by James D. Hamilton and Kenneth D. West

Recommended by 1 person

1 mention by Cullen Roche

Tweet May 18, 2023

The Conference Board released its LEI today. I won’t go into the deets, other than to say it’s not bueno and they are still calling for “a contraction of economic activity starting in Q2 leading to a mild recession by mid 2023”. You can view it h

by David Cervantes

Recommended by 1 person

1 mention by Cullen Roche

Tweet May 5, 2023

1/1 Bloomberg headline: *US BANK DEPOSITS FALL BY $12.5B IN WEEK ENDED APRIL 26 I think this is misleading as there is a lot of confusion on how to read the H8 deposit data. 🧵to explain. @BobEUnlimited

by Jim Bianco

Recommended by 3 people

1 mention by Cullen Roche

Tweet Apr 28, 2023

Confessions of a Private Money Lender: Let me explain the financial incentives under-pinning full reserve lending and why this is a gaping hole with many #Bitcoin and fixed money thought leaders. 'Private investors are fully reserved' -- No, not qu

by David Seroy

Recommended by 1 person

1 mention by Cullen Roche

Paper Mar, 2013

Saving does not finance Investment

Recommended by 1 person

1 mention by Cullen Roche

Paper Jan 27, 2023

Gold as International Reserves: A Barbarous Relic No More?

by Barry Eichengreen

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1 mention by Cullen Roche

Article Nov 4, 2022

Why Advisors (and Family Offices) Should Consider Creating their Own ETFs

by Patrick Cleary

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1 mention by Cullen Roche

Article May 17, 2000

Capital Controls: Country Experiences with Their Use and Liberalization

by Akira Ariyoshi and 5 others

Recommended by 1 person

1 mention by Cullen Roche