Broad Oak Magazine

As concern grows for the future of the dollar, we should reinterpret stock movements to take account of currency exchange fluctuations. The...

Justice Litle thinks so. Beg to differ on one point: If the Brown government fails, Britain will be left rudderless in the midst of the wors...

I've just been asked by a client whether he should switch from cash to equities. Here's my view, and it may explain why I haven'...

Jim Mellon and Al Chalabi, authors of "Wake up!" , have emailed their latest interesting and useful newsletter . It concludes: Our...

"China’s January surplus ( $39.1b ) is roughly the same size as the United States’ December deficit ( $39.9b ). It is reasonable to thi...

Belatedly, I refer you to Karl Denninger's end-year review and forecast . He sees continuing deflation, and makes a number of other plau...

Last week , I suggested that we could be entering an era of competitive currency devaluation. Now, Mish sees it happening in Russia, Mexico...

Lord Myners has been criticised for telling the truth too early, i.e. 3 months after the general public could have done anything to save the...

VoxEU describes the international economic strains in the Euro area and the need to patch up the collective fuselage so it can continue fly...

Jonathan Russell writes in the Telegraph: Spain's finances are in the dock thanks to Standard & Poor's, the spreads on Greek bon...

People are starting to run around looking for a haven for wealth. German bond issues partially unsold; US bonds yielding virtually nothing y...

It's hard to measure what's going on, because currencies have turned out to be rulers made out of very stretchy elastic - especially...

A very interesting piece by Brad Setser , where he shows that the EU's currency strength and growing imports from China have offset the ...

Jesse argues that we're not yet in a deflation, technically speaking; it's "the transfer of wealth from one asset class to anot...

Here.

I said earlier this week that rich and powerful foreign investors will call the tune now, and London Banker relays a threat from the Chinese...

Doctor Strange and the all-seeing Eye of Agamotto Mish relays an interview with Marc Faber, who is a bull on the US dollar (not US stocks) ...

Rob Kirby quotes the Privateer newsletter's report that the European Central Bank is furious with Britain, for borrowing vast sums of ...

(Daily Mail story ) "Business was off the agenda" said the Telegraph yesterday , about the Saudis' visit to Britain. I'm n...

A couple of useful items from Financial Sense : Gary Dorsch (October 18) explains that a falling dollar helps the S&P 500, "which e...