What 1979 can teach us about gold, inflation and the Fed.
Gold's Most Immemorial Year
Thursday, November 19, 2009
Monday, November 9, 2009
The economy can't grow without the small business sector -- and it's hardly recovering.
Whose Dollar Is It, Anyway?
Friday, October 23, 2009
The world fumes while Geithner says it's Bernanke's problem and Bernanke says its Congress's problem
Friday, October 16, 2009
With VC funding and IPOs still depressed, the growth engine is likely to sputter.
Can the Emerging Markets Keep It Up?
Wednesday, September 30, 2009
To control inflation, they may have to choose between high rates and rising currencies.
Wednesday, September 23, 2009
It's ironic -- the carry trade that makes Treasuries look great now is what will make them big losers.
The Maestro's Golden Years
Friday, September 11, 2009
Greenspan belatedly returns to the gold standard, but the Bernanke Fed isn't following.
Thursday, September 3, 2009
The data is already showing a sub-par recovery from recession.
Bernanke's Second Act
Wednesday, August 26, 2009
For good or for ill, the Fed's ultra-easy policy stance has a new lease on life.
Signs of Life in the CMBS Rubble
Thursday, August 20, 2009
TALF arbitrage should end a vicious cycle of frozen markets and falling property values.