Broad Oak Magazine

My trader's intuition is flashing warnings that the stock market might drop off a waterfall starting this week. - Charles Hugh Smith Bu...

Thanks to Tyrone for his comment directing us to a YouTube presentation by W E Pollock, someone I've viewed with interest before. The ...

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

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...

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...

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

Jim Willie (a notable gold proponent ) submits an interesting essay on China's influence in the currency and commodity markets. Gold bug...

See here .

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'...

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

Our primary concern at this stage is no longer our readers' portfolios but their ability to weather a US dollar crisis if one erupts. In...

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

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...

Brad Setser returns to a favourite theme, China's investment in the US. If I can summarise: 1. China buys American bonds directly, but ...

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...