May 7

Central Banks Are Demigods

No, not because Warren "I never met a camera or young female reporter I didn't like" Buffet says so. No,…

Add Your Comment

Read Article
Apr 25

Two 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…

3 Comments

Read Article
Apr 15

Gold 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…

Add Your Comment

Read Article
Apr 5

The 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…

Add Your Comment

Read Article
Apr 2

The 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…

Add Your Comment

Read Article
Apr 1

Notes 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…

Add Your Comment

Read Article
Mar 25

From 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,…

Add Your Comment

Read Article
Mar 21

Revisiting: 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…

Add Your Comment

Read Article
Mar 17

Japanese 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…

Add Your Comment

Read Article
Mar 11

The 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…

Add Your Comment

Read Article
Mar 8

Chinese 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…

Add Your Comment

Read Article
Mar 6

The 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…

Add Your Comment

Read Article
Mar 4

Largest 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…

Add Your Comment

Read Article
Mar 1

Do 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…

Add Your Comment

Read Article
Feb 26

Déjà Vu: Is It 1937 All Over Again

We are not sure if we get a replay of 1937-a 50% market decline after a big rally from the…

Add Your Comment

Read Article
Feb 22

Japan: An Ugly Self-Reinforcing Cycle in The Making?

“The casual connections [in the currency market] are reflexive, the participants’ bias may engender, sustain, or destroy a vicious or…

Add Your Comment

Read Article
Feb 21

When everyone is scared, should you be?

Really, when everyone is looking for the chance to sell, or take money off the table, could it really be…

Add Your Comment

Read Article
Feb 19

Are Oil Prices Telling Us Stocks Are Increasingly

There is a growing divergence between the financial side of the ledger measured by stocks and real side of the…

Add Your Comment

Read Article
Feb 15

Canadian dollar outlook: DOWN.

Jack talked about the Canadian dollar back on January 30. He led off with the heavily bullish positioning among small…

Add Your Comment

Read Article