Gain Portfolio
Q
What is the "Gain Portfolio"?
A
A system of allocating money to front-run the oscillation of credit expansion: determining which goods are most likely to absorb new money and to what extent, and what industries will likely be most favorable and what industries are hypercompetitive.
Q
What other parts are there?
A
Finding highly motivated, sustained demand for goods with few or no substitutes that cannot be produced in greater supply very quickly or at all. That combination leads to large price gains.