Eoin Treacy's view The hospitality we received everywhere we went during this trip to the USA was an added bonus to what was a most enjoyable speaking tour. Mrs Treacy and I are now even more enthusiastic about our trip to Vermont for The Contrary Opinion Forum in October.

While in the USA I delivered talks to the MTA in San Diego and Los Angeles, the TSAA-SF in San Francisco and the CFA in San Francisco. Unfortunately, none of these talks was videoed. I have, however, transformed each of the PowerPoint presentations into a PDF. In addition to being poster here today these will be added to the Presentations section of the site shortly.

The first talk I gave was entitled to Horde or to Hoard. It focused on the loss of objectivity we suffer as soon as we take a position and the requirement for a disciplined approach to trading. I used the consistency of a number of autonomies to demonstrate the consistency characteristics upon which our method relies.

The second talk was entitled Fire or Ice: Will inflation or deflation triumph? In this talk I demonstrated where inflation and deflation are evident in different parts of the economy and how the leverage of Autonomies to the global economy helps to explain their outperformance.

The talk I gave to the CFA was entitled “Differing patterns of development: Comparing India and China to the UK and USA” In this talk I argued how it was more appropriate to compare the development of China and India to that of the USA and UK rather than to each other.

I was also interviewed by Jim Puplava for his Financial Sense site while in San Diego. Here is a link to the site.

I will write a piece detailing some of the impressions I had of the USA on Monday.