Broad Oak Magazine

Reading around in the wisdom of others, I predicted Dow 9,000 here , here and here . Now it's happened. Good for you day-traders, but a...

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

Over at Financial Sense University, Jim Willie paints a frightening picture . He claims that the US Federal Reserve has been secretly giving...

Brad Setser's analysis is that Americans have been repatriating their dollars even faster than foreigners have been getting rid of their...

Karl Denninger argues that the failed stimulus will lead to accelerating deflation in the US. His prediction is that demand for the dollar w...

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'...

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

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...

On The Big Picture , a rude but concise video by Neal Fox about the Federal Reserve. As his catchy song points out, its existence defies the...

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

Mish thinks so, now we've decided to borrow our way out of a recession. Also interesting to hear the discussion on Radio 4's Any ...

Here's some trade stats for UK/USA. Last year, we imported $6.6 billion more from the US than we exported to them. Last night, the excha...

... says Nouriel Roubini, and there's already a fund to speculate on consequential revaluation of developing world currencies, according...

Following reported opinion from Marc Faber and others that we may expect sell-offs in commodities, bonds, equities and real estate, and give...

" James Higham " joins his voice to those who detect a revival of the nationalist spirit. I don't think nationalism will be ...

A paper from the Levy Economics Institute is arguing (at least theoretically) for an extra US fiscal stimulus of 4% of GDP . That's $600...

Krassimir Petrov looks at the Japanese experience of deflation - 17 years and counting. A monetarist view would require the following steps ...

Adrian Ash points out that against gold, the British pound is now less than 1% of its value in 1931.

This blog by Thomas H. Greco looks interesting. The author, an American, has taken the trouble to address a convention in Malaysia on curren...

Stagflation? Who can say? Paul Kasriel says no to seventies-style stagflation, for two reasons: oil supplies aren't being choked off, an...