Broad Oak Magazine

After the stockmarket ructions, pension funds are getting more cagey and thinking about weighting more towards bonds (htp: Pension Pulse). (...

A propos China and monetary inflation, please see two very useful and enlightening articles by The Contrarian Investor - this explaining wh...

The dethroning of the US dollar as the international trading currency is under way. New bonds issued by the International Monetary Fund in t...

Before we start, please read my disclaimer above! How do we protect our little wealth against inflation? The gold bugs still enthuse, and it...

Antal E. Fekete is a professor of money and banking in San Francisco (such a beautiful place, too). He has a pet thesis about the bond marke...

What Mr. Greenspan and Mr. Bernanke have achieved is historically quite unique. They have managed to create a bubble in everything, everywhe...

I read recently that both in the US and the UK, a significant part of the "quantitative easing" is repurchasing sovereign debt fro...

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

The UK Debt Management Office website shows that a UK Treasury bond offering 5% annual interest is, because of its current traded price, act...

You tend to get a clear and concise explanation from somebody, when they either blow their cool or are in a hurry to get somewhere else. Her...

Jesse echoes my hunch: deflation now, inflation soon-ish, with high interest rates for a bit. At that latter point, get your annuity and /or...

Brad Setser notes that far from declining in this recession, China's trade surplus is increasing, because although exporting less, it is...

It's not just the banks that are short of money. Many US States and local authorities are also suffering financial problems, and this is...

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

Denninger's question: With the $7 trillion dollars we have committed we could have literally given every homeowner with a mortgage a fif...

Karl Denninger is predicting a bond and currency crash in the US if banks aren't forced to disclose exactly what they do and don't h...

I noted yesterday that foreigners were rushing to stuff cash into the US Treasury pillow. Brad Setser chimes in, explaining that although ...

Jim in San Marcos envisages eventual interest rate rises worldwide, to 10-15%. Commenting on the preceding post, Nikolay disagrees and James...

The Fed may lower its funds rate in the short term, but Jim in San Marcos is predicting steep rises in worldwide interest rates and (therefo...

Cash, Gold, and Swiss gov't bonds. In 7 years, it could very well be that a Krugerrand buys a decent house! ... says an anonymous co...