How to navigate a turbulent business environment affected by political upheaval in the Middle East and North Africa and the twin disasters in Japan.
How to protect your investments against the decreasing value of the U.S dollar.
Tunisia. Now Egypt. The cabinet fired in Jordan. Who is next and where? Nobody…
Over the last several years, we have pointed out in our commentaries many times that the U.S. dollar is due for long-term decline in price
The coming European bailout of Ireland and Portugal will have to include some method of quantitative easing (QE), or the printing of new money.
Last week, the Merrill Lynch economics team wrote a good paper about liquidity flowing into Asia
In the world of stock, commodities, and real estate investing, it is common knowledge that capital flows to where inflation exceeds the cost of borrowing.
Please notice the chart reflecting the trends in the holdings of U.S. treasury debt by Japan, China, and the U.S.
In our opinion, the U.S. intends to devalue the dollar by at least another 10% in the coming months.
Privately we have been increasingly bearish on the prospects for long-term bonds for many months.
