Broad Oak Magazine

Last month, Marc Faber used the word "collapse"; now, Max Keiser says the same: the dollar will halve, gold will leap 50 - 100%, i...

Jesse today , maintaining that inflation can indeed happen... Our own view is that a serious stagflation with further devaluation of the US ...

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...

The Contrarian Investor gives a lucid explanation of the potential consequences of deflation. In Australia (as in the UK, as I think I showe...

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

The previous post is a summary of Brad Setser's views on China and the dollar. What with the oil price coming down and the trade deficit...

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...

Jim Rogers says exit the pound and sterling-denominated assets. (htp: Wat Tyler)

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

Thus Denninger: Bernanke clearly thinks ... that he can "restart borrowing." ... This is causing the dollar to get slammed - at le...

I said some time ago that Far Eastern creditors weren't going to let themselves be swindled by currency depreciation; now it is rumoured...

US GDP is estimated at $14.3 trillon, and the Chinese article referenced in my post yesterday calculated total debts to be $68.5 trillion. T...

See the comment in Brad Setser's blog - Brazil and Argentina are already finding other ways to pay each other, Russia may deal in euros....

Jesse reckons there's going to be a massive (30 - 40%) devaluation of the US dollar, in order to swindle foreign creditors. Are there an...

Mish reports a notion that there's heavy foreign buying of US Treasuries supporting the dollar; how much longer can it be kept up?

( picture source ) Frank Barbera points out that Argentina's economy put itself back on track by devaluing the currency. Now, ... the p...

"I warn you, Sir! The discourtesy of this bank is beyond all limits. One word more and I—I withdraw my overdraft." ( Punch, June...

I wondered recently about the growth of the Dow relative to the FTSE since 1987, and speculated that it could fall by anything up to 50%. D...

In unusual circumstances, normal behaviour changes, as Richard Bookstaber recently observed. If the dollar's decline continues, and gold...