What Do You mean You Don’t Get It?
"I am not sure I get what the ECB tries to convey with this," said Deutsche Bank senior European economist…
Read ArticleA Treasury Bond Buying Opportunity Triggered By An
One way or the other the world must rebalance, and it will. Major imbalances are unsustainable and always eventually reverse,…
Read ArticleWill BOJ News Force Fresh Draghi Reassurances?
On Friday I discussed the potential European Central Bank President Mario Draghi would open his mouth. Perhaps the odds are increasing…
Read ArticlePatience, Young Grasshopper — Draghi Will “Save The
The driver of the euro has changed a bit in recent months. Certainly expectations have. Traders now expect the European Central…
Read ArticleIf China Real Estate equals Forced Savings. “Danger
In case you weren't aware of it, China's currency, by virtue of its soft "peg" to the US dollar, is…
Read ArticleCentral Banks Are Demigods
No, not because Warren "I never met a camera or young female reporter I didn't like" Buffet says so. No,…
Read ArticleTwo Good Reasons Why Gold is Toast
There are two powerful reasons why the gold bull market may be over...1) A stronger dollar; and 2) Increasing US…
Read ArticleGold Down BIG … As China Is Put
Commentators today are writing about one of two things: gold or China. I figure I’ll write about both. In fact, Jack and…
Read ArticleThe BOJ “Did Something So Dramatic … People
Are we there yet? Are we at the point where people might ignore the central banks? Thankfully, maybe. George Soros made a valid…
Read ArticleThe X-Factor for Market Fallout: Erosion of Confidence
Since 2009 we've watched analysts and commentators seize on crisis talking points. Often times, we were right there ringing the…
Read ArticleNotes On Rebalancing: Chinese Consumer Demand and The
We continue to believe that the world is still in need of major rebalancing. Global policymakers have faced an onslaught of…
Read ArticleFrom Taxation To Confiscation: We Are Still Learning
It got too much play. The proposal to levy an across-the-board tax on deposits in Cypriot banks, for good reason,…
Read ArticleRevisiting: An end to the Commodities Super Cycle
In our Global Investor monthly newsletter, back in November, 2012, we laid out the case for an end in the…
Read ArticleJapanese Yen Correction On Rising Asian Tensions?
North Korea isn't happy. China reinforced its goal to become a military power. Throw in the rising confidence being expressed…
Read ArticleThe Clash of Great Powers – US &
As you know there are many "schools" and theories revolving around international politics. The theory of "offensive realism" as articulated…
Read ArticleChinese Exports – Implications – FX Price Action
Part I: China exports booming; imports not so much! The US dollar likes it. But there are vast strategic implications…
Read ArticleThe Australian Dollar Has Topped
We shared this long-term chart of Australian $-US$ with our clients recently. I find it amazing. It shows a perfectly…
Read ArticleLargest Real Estate Bubble in Human History
"It [China] may have created the largest real estate bubble in human history," was the introduction by Lesley Stahl of…
Read ArticleDo Keynesians read history or just make it
..It seems to me the latter. Let's look at a time in history when there was a clear cut test…
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