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Latest Analysis
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US Housing: A False Dawn Recovery in 2009?
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Equities: S&P 600 via 1100?
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When Will China Stop Subsidizing US Consumers?
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Freefall In Global Trade Accelerates....
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What's the Real Oil Price?
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US Consumer: From Spendthrift to just Thrift...
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Resurgent Dollar Leaves Gold in the Dust...
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Japan: Will the Yen follow the Economy Down?
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US Q4 GDP Confirms Consumption Collapse...
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Emerging Market Debt Crunch Looms...
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Credit Markets: Off the Critical List?
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Platinum: The Poor Man's Gold?
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Debt Reckoning Looms in Eastern Europe...
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Equities: Taming the Bear...
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Stocks for the Long Term? Not for the Last 20 Years...
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Submarine Investing: Beware that Noise to Signal Ratio...
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Commodities Soar versus Equities...
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Banking Crisis: Take a Sword to that Gordian Knot...
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The China Syndrome...
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Oil: Defying the Consensus Yet Again...
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Fed goes Nuclear as Foreigners Shun Treasuries...
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Geithner Bank Plan: Too Clever by Half?
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US Debt Burden: Negotiate, Inflate or Repudiate?
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Bonds Crush Cult of the Equity...
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Is a Declining Labor Force Inflationary?
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Copper Shines Bright, but for How Much Longer?
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It's a Recovery, Jim, but Not as we Know It...
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Can the US Shake off its Banking Oligarchy?
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Netbooks: The Next Big Tech Product Cycle?
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Will China Save the World?
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Natural Gas: The Cheapest US Recovery Play?
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US Government Spending Will Crowd Out Private Investment...
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Bear Rally: Too much, Too Soon?
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Bond Markets Rediscover Inflation....
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Oil Price Surge: A Case of Deja Vu?
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US Unemployment Hits 9.4%...that's Bullish, Right?
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Geithner Toxic Asset Plan Collapses; Will US Banks Follow?
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Who Was Smuggling $134bn in US Bonds to Switzerland?
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Emerging Markets: Decoupled or Deluded?
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Will Healthcare Reform Burst the US Debt Bubble?
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Agriculture in Secular Uptrend...
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US Savings Rate Surges Higher....
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Banks: Out of Credit and Credibility...
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Diversification is Dead, Long Live Market Timing...
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Bank Lending Stays Constrained...But so will Demand
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Mortgage Meltdown: Forget Residential, Think Commercial...
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Fed 'Exit Strategy' May Be Imposed by Markets...
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Global Auto Production Bottoms...
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US Recovery On Track...
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Dude, Where's My Depression?
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China: Monetary Policy Spirals Out of Control...
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China Hedges Against US Inflation...
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The Problem with Leveraged ETFs...
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Will the US Fiscal Deficit Undershoot?
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Europe Leads the Recovery...
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As Good as it Gets?
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Is China Poised for a Global Buying Spree?
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US Investment Slump Endangers a Recovery...
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Inflation or Deflation?
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Deleveraging the Fed's Balance Sheet....
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America as Argentina?
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Australia Hikes Rates: Who's Next?
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Japan: Who Will Switch the Lights Off?
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Dollar Bear Trade is Dangerously Crowded...
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GDP: Government Domestic Product?
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Healthcare Costs Devouring US Growth Prospects...
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AAA Spread Tightening a Sure 2009 Bet...
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US Shale Gas challenges Oil...
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Dubai: Dust, Dunes and Debt...
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Beware Chasing the Corporate Bond Rally...
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Gold Rising on Insolvency Risk, not Inflation...
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Profit from Probability...
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Agriculture: Sowing the Seeds...
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Oil Price Ignoring Global Supply Glut...
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China: What's 'V' in Mandarin?
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Japan: Will Value Find Momentum?
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US Economy Roars into 2010...
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Euro Flaws Exposed by Rising Default Risks...
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The Fed follows China to the Monetary Exit...
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The Double Dip Delusion...
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The Demographic Timebomb...
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