Thursday, 25 June 2009

Prudent Bear




Quotable

“We’re going to have a currency crisis, probably this fall or the fall of 2010.  It’s been building up for a long time. We’ve had a huge rally in the dollar, an artificial rally in the dollar, so it’s time for a currency crisis.”  Jim Rogers comments to Bloomberg News, May 11, 2009


Commentary

Credit Bubble Bulletin

by Doug Noland | Jun 19

Q1 2009 Flow of Funds

Global risk markets fell under some pressure this week.

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The Bear's Lair

by Martin Hutchinson | Jun 22

The Perils of Multipolarity

One of the things that has protected us from a re-run of the Great Depression – until now – has been the unipolarity of the global economy, its domination by the United States.

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Featured Commentary

by Lila Manassa, CFA | Jun 3

When it Comes to Gold, It’s About Choosing the Right Companies

The precious metals sector is a useful hedge against a weakening U.S. dollar and irresponsible fiscal and monetary policies, but research is crucial to determining how and what to buy.

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Guest Commentary

by Satyajit Das | May 18

Catastrophic to Awful! - The Banking Spin Cycle

The recent rally in equity markets – the largest for decades – was predicated, in part, on the improving fortune of banks.

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