2010 |
| |
Are Rising Interest Rates Bullish or Bearish for Gold? PF
Mar-16-2010
|
| |
Diverting the Blame for "Inflation"* PF
Mar-08-2010
|
| |
"Peak Gold", Central Banker Confusion PF
Mar-01-2010
|
| |
The "Too Big to Fail" Lie (as applied to US banks) PF
Feb-22-2010
|
| |
Monetary Inflation and the Fed's Exit Strategy PF
Feb-15-2010
|
| |
Gold Stocks versus Gold Bullion PF
Feb-01-2010
|
| |
Interest Rate Manipulation PF
Jan-19-2010
|
| |
Thoughts on Monetary Inflation PF
Jan-12-2010
|
2009 |
| |
Recognition of the US Inflation Problem PF
Dec-14-2009
|
| |
Dubai, Inflation, and Gold PF
Dec-08-2009
|
| |
Inflating Away the Debt? Not Really PF
Dec-01-2009
|
| |
The Stock Market's Lengthy Topping Process PF
Nov-23-2009
|
| |
Why Changes in Gold Production Don't Matter PF
Nov-09-2009
|
| |
Bank Reserves and Inflation PF
Nov-03-2009
|
| |
The "Long Run" is a Sequence of "Short Runs" PF
Oct-27-2009
|
| |
Popular Misconceptions PF
Oct-20-2009
|
| |
Gold and Saving PF
Oct-13-2009
|
| |
The "Credit-Based" Monetary System PF
Sep-28-2009
|
| |
Mini Inflation Blow-Off PF
Sep-21-2009
|
| |
Is This the Top for the Gold Sector? PF
Sep-15-2009
|
| |
Gold Money versus the Monetary Ambitions of Governments PF
Sep-07-2009
|
| |
The Inflation Process PF
Sep-01-2009
|
| |
Bank Reserves and Inflation PF
Aug-24-2009
|
| |
Withdrawing the Stimulus PF
Aug-11-2009
|
| |
Getting Some Things Straight Regarding China PF
Aug-04-2009
|
| |
Gold Stocks: The Big Picture PF
Jul-28-2009
|
| |
M3's False Signal and the Japan Myth PF
Jul-20-2009
|
| |
Inflation: Expectations and Effects PF
Jul-06-2009
|
| |
The Depression Case Reiterated PF
Jun-23-2009
|
| |
The Government Bubble PF
Jun-15-2009
|
| |
Money Confusion and Inflation/Deflation PF
Jun-02-2009
|
| |
Thoughts on the Gold Standard, Risk and Speculation PF
May-25-2009
|
| |
Why We are Gold Bulls PF
May-18-2009
|
| |
Everyone is Wrong, Again (Except the gold bulls) PF
May-11-2009
|
| |
Central Planning is Back in Vogue PF
May-05-2009
|
| |
The Effects of Inflation PF
Apr-27-2009
|
| |
Greenspan's Mistake PF
Apr-13-2009
|
| |
What's Happening on the Inflation Front? PF
Apr-07-2009
|
| |
Gold: The Big Picture PF
Mar-24-2009
|
| |
Market Value, Money and Credit PF
Mar-17-2009
|
| |
Sentiment in the Gold, Stock and Commodity Markets PF
Mar-10-2009
|
| |
Depression and Inflation PF
Mar-02-2009
|
| |
Arguments Against the Depression Outlook PF
Feb-23-2009
|
| |
The End of an Era PF
Feb-16-2009
|
| |
The Coming Great Depression PF
Feb-10-2009
|
| |
The Inflation-Deflation Debate PF
Feb-02-2009
|
| |
It's ONLY a Gold Bull Market PF
Jan-26-2009
|
| |
Loan Defaults, Deflation and Bonds PF
Jan-20-2009
|
| |
Bear Market Comparison PF
Jan-12-2009
|
| |
Monetary Delays PF
Jan-07-2009
|
| |
Gold Stocks During the 1930s PF
Jan-04-2009
|
2008 |
| |
The Next Bubble to Burst PF
Dec-16-2008
|
| |
Deflation and Counterfeiting PF
Dec-09-2008
|
| |
Increasing Instability PF
Dec-02-2008
|
| |
Political Pragmatism / Evaporating Wealth PF
Nov-24-2008
|
| |
Gold: Is There a Valid Bearish Argument? PF
Nov-18-2008
|
| |
The "Paradox of Thrift" PF
Nov-10-2008
|
| |
Long-term Outlook for Commodities PF
Nov-04-2008
|
| |
Inflation Watch PF
Oct-28-2008
|
| |
Trying to Get Something for Nothing PF
Oct-21-2008
|
| |
The Financial Crisis Will Soon Abate, But The Real Crisis Will Soon Begin PF
Oct-13-2008
|
| |
Inflation's New Upward Trend PF
Oct-07-2008
|
| |
Disastrous Policies PF
Sep-23-2008
|
| |
The Real Interest Rate PF
Sep-16-2008
|
| |
Bernanke Has Kept His Helicopters Grounded...So Far PF
Sep-09-2008
|
| |
Gold Supply and Demand PF
Sep-02-2008
|
| |
The Coming Deflation Scare PF
Aug-28-2008
|
| |
Gold and the Money Supply PF
Aug-19-2008
|
| |
The US$ and the Gold Sector PF
Aug-11-2008
|
| |
The Difference Between Good Money and Bad Money PF
Jul-28-2008
|
| |
Money, Credit, Inflation and Deflation PF
Jul-21-2008
|
| |
Gold Stocks PF
Jul-15-2008
|
| |
Government Spending and Inflation PF
Jul-08-2008
|
| |
The 1973 Model PF
Jul-01-2008
|
| |
Returning to Gold Money PF
Jun-16-2008
|
| |
TMS or M3? A Reply to Paul van Eeden PF
Jun-10-2008
|
| |
The Stock Market's Secular Trend PF
Jun-03-2008
|
| |
Monetary Stuff PF
May-26-2008
|
| |
Bonds and Interest Rates PF
May-19-2008
|
| |
Gold versus Industrial Commodities PF
May-13-2008
|
| |
Credit Contraction, Economic Bust, and Deflation PF
Apr-29-2008
|
| |
The Decade Cycle PF
Apr-22-2008
|
| |
Commodities: The Topping Process Continues PF
Apr-15-2008
|
| |
The Next Word on Gary North's Claim that the Fed is Deflating PF
Apr-04-2008
|
| |
Is the Fed Deflating? PF
Apr-01-2008
|
| |
Stagflation and Other Misconceptions PF
Mar-18-2008
|
| |
Gold Stock Scenarios PF
Mar-10-2008
|
| |
More on Gold Stocks versus Gold Bullion PF
Feb-26-2008
|
| |
Gold Stocks versus Gold Bullion: The Pressure Builds PF
Feb-18-2008
|
| |
Quick Updates on Coal and Base Metals PF
Feb-12-2008
|
| |
The Sub-Par Performance of Gold Stocks PF
Feb-05-2008
|
| |
A Stock Market Bottom PF
Jan-29-2008
|
| |
Bad Economics PF
Jan-23-2008
|
| |
Gold Sector Update: No Speculative Froth, Yet PF
Jan-15-2008
|
| |
Elephants and Market Stabilisers PF
Jan-07-2008
|
| |
Industrial Commodities Update PF
Jan-01-2008
|
2007 |
| |
What to do About Gold Stocks? PF
Dec-18-2007
|
| |
China's Currency Problem PF
Dec-14-2007
|
| |
Exploration-Stage Gold Stocks PF
Dec-03-2007
|
| |
Industrial Metals in Nominal (Dollar) and Real (Gold) Terms PF
Nov-27-2007
|
| |
Which Market is Wrong? PF
Nov-20-2007
|
| |
Stock Market Notes PF
Nov-13-2007
|
| |
Economic Confidence / Uranium Update PF
Nov-06-2007
|
| |
Gold Risks: The COT and the Dollar PF
Oct-03-2007
|
| |
Not a Good Time to Be a Government Price Fixer PF
Sep-25-2007
|
| |
Inflation: Not a Monetary Phenomenon After All? PF
Sep-17-2007
|
| |
Gold and the Fed PF
Sep-10-2007
|
| |
Random Thoughts on Stocks, Debt and Gold PF
Sep-03-2007
|
| |
Thoughts on Currencies and the Gold/Silver Ratio PF
Aug-28-2007
|
| |
Stock Market Outlook: Looking Forwards by looking Backwards PF
Aug-20-2007
|
| |
Inflation and the Base Metals PF
Aug-14-2007
|
| |
Gold and Gold Stocks PF
Aug-07-2007
|
| |
The Long-Term Bond Bear PF
Jul-28-2007
|
| |
More Thoughts on the "Commodity Super Cycle" and the Effects of Inflation PF
Jul-17-2007
|
| |
A Logical Inconsistency of Monumental Proportions PF
Jul-03-2007
|
| |
Some Stuff about Gold... PF
Jun-26-2007
|
| |
Cutting Through the Bull PF
Jun-18-2007
|
| |
The Bearish Bond Divergence PF
Jun-12-2007
|
| |
Equities, Inflation and Gold PF
May-29-2007
|
| |
Why the US$ Will Rally PF
May-21-2007
|
| |
The Yen Carry Trade PF
May-15-2007
|
| |
Currencies and Equities PF
May-07-2007
|
| |
Gold Stocks' Leverage (or lack thereof) PF
May-01-2007
|
| |
The Bond Bear PF
Apr-24-2007
|
| |
Focus on the Disease, Not the Symptom PF
Apr-16-2007
|
| |
Is the Fed Privately Owned? Does it Matter? PF
Apr-10-2007
|
| |
Analysing the Gold Sector's Performance PF
Apr-02-2007
|
| |
A Sustained or a Momentary Liquidity Contraction? PF
Mar-27-2007
|
| |
Stocks, Commodities and Inflation PF
Mar-20-2007
|
| |
Silver versus Gold PF
Mar-13-2007
|
| |
Sometimes it Actually is Different PF
Mar-01-2007
|
| |
Inflation's Non-uniform Modus Operandi PF
Feb-19-2007
|
| |
The Dollar-Gold Relationship PF
Feb-13-2007
|
| |
2007 Stock Market Outlook PF
Feb-06-2007
|
| |
The Current Account Diversion PF
Jan-30-2007
|
| |
Short-term Interest Rates and the US Stock Market PF
Jan-23-2007
|
| |
Confusing the Effects of Inflation with Real Improvement PF
Jan-16-2007
|
| |
How Fast will S&P500 Earnings Grow? PF
Jan-08-2007
|
2006 |
| |
The 'Strong' Yuan PF
Dec-18-2006
|
| |
The Globalisation of Finance PF
Dec-12-2006
|
| |
The Stock Market: Warning Shots and Spin PF
Dec-05-2006
|
| |
A Reason to Like Gold / A Reason to Dislike Bonds PF
Nov-28-2006
|
| |
Are Rising Interest Rates Bullish or Bearish for Gold? PF
Nov-21-2006
|
| |
Debunking the "Growth Leads to Higher Prices" Argument PF
Nov-14-2006
|
| |
Growth Causes Inflation? PF
Nov-07-2006
|
| |
Growth Causes Inflation? PF
Nov-07-2006
|
| |
Markets About to Turn the Screws on the Fed? PF
Nov-01-2006
|
| |
Inflation, Manipulation, and Long-Term Market Trends PF
Oct-24-2006
|
| |
Playing a Rebound in the Oil Sector PF
Oct-17-2006
|
| |
Base Metals and Manipulation Theories PF
Oct-10-2006
|
| |
Gold Stock Cycles PF
Sep-26-2006
|
| |
The Coming Industrial Metals Downturn PF
Sep-19-2006
|
| |
A Strange Inverse Relationship PF
Sep-12-2006
|
| |
The Gold-Oil Relationship PF
Sep-05-2006
|
| |
Out-of-the-box Thoughts on the Yield Curve PF
Aug-29-2006
|
| |
The Main Flaw in the Deflation Case, Part 2 PF
Aug-14-2006
|
| |
Oil: An Intermediate High in US$ Terms and a Major High in Gold Terms PF
Aug-01-2006
|
| |
Gold versus Silver and the US$ PF
Jul-25-2006
|
| |
The Main Flaw in the Deflation Case PF
Jul-18-2006
|
| |
US$ Fundamentals PF
Jul-11-2006
|
| |
Gold versus Other Markets PF
Jul-04-2006
|
| |
Why Do We Have Taxation? PF
Jun-20-2006
|
| |
Gold Sector Review PF
Jun-13-2006
|
| |
The Stock Market: Valuation, Real Performance, and a Warning Shot PF
May-30-2006
|
| |
Understanding the Gold Bull PF
May-23-2006
|
| |
Can You Profit from a Falling US$ by Buying Resource Shares on Non-US Exchanges? PF
May-16-2006
|
| |
Gold versus Oil PF
May-02-2006
|
| |
Gold's Message PF
Apr-25-2006
|
| |
Interest Rates PF
Apr-18-2006
|
| |
Intermediate-term Outlook for the US Stock Market PF
Apr-07-2006
|
| |
Is the US following Japan's Path? PF
Apr-04-2006
|
| |
Problems With Price Indices PF
Mar-28-2006
|
| |
The Non-Stop Inflation PF
Mar-21-2006
|
| |
The Long-term Dollar Bear PF
Mar-17-2006
|
| |
Iran and Oil PF
Mar-08-2006
|
| |
The Silver Versus Gold Debate PF
Feb-22-2006
|
| |
The Most Misleading Words PF
Feb-14-2006
|
| |
China and Gold PF
Feb-10-2006
|
| |
The End Game PF
Feb-06-2006
|
| |
Gold Sentiment PF
Jan-18-2006
|
| |
Gold's Missing Monetary Premium (part 2) PF
Jan-07-2006
|
2005 |
| |
The Fed's Biggest Fear PF
Dec-30-2005
|
| |
Boom / Bust Cycles PF
Dec-19-2005
|
| |
The Most Important Chart in the Financial World PF
Dec-10-2005
|
| |
The Dollar and the Current Account PF
Nov-30-2005
|
| |
Silver versus Gold PF
Nov-22-2005
|
| |
Inflation: What, Why and How PF
Nov-15-2005
|
| |
The Bernanke Fed PF
Nov-04-2005
|
| |
The Long and the Short of It PF
Oct-28-2005
|
| |
Inflation, Inflation Expectations and the Dollar PF
Oct-18-2005
|
| |
Gold Stocks versus Oil Stocks PF
Oct-04-2005
|
| |
Houses and Commodities PF
Sep-23-2005
|
| |
Gold's Missing Monetary Premium PF
Aug-25-2005
|
| |
Gold and Terrorism PF
Aug-09-2005
|
| |
The Golden Constant PF
Jul-26-2005
|
| |
Inflation Expectations PF
Jul-19-2005
|
| |
The Bond Story PF
Jul-12-2005
|
| |
Gold versus Oil PF
Jun-29-2005
|
| |
Pegging to Gold and a 100% Gold Standard PF
Jun-24-2005
|
| |
Euro Negativity PF
Jun-17-2005
|
| |
The Dollar Rally: Parallels with the late-1980s PF
Jun-03-2005
|
| |
Inflation and Deflation: Why it's important to get the definitions right PF
May-27-2005
|
| |
The Counter-Cyclical Nature of Gold Stocks PF
May-18-2005
|
| |
Gold and Deflation, Part 2 PF
May-10-2005
|
| |
Gold versus Commodities PF
Apr-27-2005
|
| |
Gold and Deflation PF
Apr-19-2005
|
| |
The Coming Deflation Scare PF
Apr-12-2005
|
| |
Gold versus Commodities PF
Apr-06-2005
|
| |
High-Confidence Views PF
Mar-16-2005
|
| |
Commodities and Gold PF
Mar-04-2005
|
| |
The Secular Trend PF
Feb-22-2005
|
| |
The Best Money for Long-term Investors PF
Feb-01-2005
|
| |
It's a Matter of Confidence PF
Jan-17-2005
|
| |
The Coming Deflation Scare PF
Jan-08-2005
|
| |
Why Should the Dollar Rally? PF
Jan-04-2005
|
2004 |
| |
Thoughts on the US dollar, Asset Markets and Current Account PF
Dec-16-2004
|
| |
A Positive Case for the Stock Market? PF
Nov-30-2004
|
| |
Why the US$ is Likely to Rise PF
Nov-24-2004
|
| |
The Stock Market: Why this year has not been simple PF
Nov-19-2004
|
| |
Thoughts on Interest Rates PF
Nov-09-2004
|
| |
Big Picture Stuff PF
Oct-21-2004
|
| |
Gold Stock Seasonality PF
Oct-08-2004
|
| |
Managing Inflation Expectations PF
Oct-01-2004
|
| |
Bonds and 'Flation PF
Sep-21-2004
|
| |
More Thoughts on the "Synthetic Dollar Short" Theory PF
Sep-14-2004
|
| |
Gold versus Silver PF
Sep-01-2004
|
| |
The Real S&P 500 PF
Aug-21-2004
|
| |
Why Hold Gold Stocks At All? PF
Aug-11-2004
|
| |
Gold and the Dollar PF
Jul-28-2004
|
| |
Gold and Interest Rates PF
Jul-16-2004
|
| |
Investment Success and the Long-Term Gold Bull PF
Jul-01-2004
|
| |
Gold Stocks, the Yield-spread, and the 'Hedge Fund Economy' PF
Jun-22-2004
|
| |
The Secular Stock Market Trend PF
Jun-15-2004
|
| |
The Deflation Threat / More Thoughts on Gold and Interest Rates PF
May-18-2004
|
| |
The Stock Market, Gold and Interest Rates PF
May-11-2004
|
| |
The US$ Short Position PF
Apr-26-2004
|
| |
Stock Market 'On the Edge' PF
Apr-20-2004
|
| |
The Relationship Between the Dollar and the Current Account PF
Apr-05-2004
|
| |
Bonds and Deflation PF
Mar-25-2004
|
| |
Silver, Deflation, Gold and Bonds PF
Mar-15-2004
|
| |
Dollar Fundamentals and Non-US$ Commodity Prices PF
Mar-01-2004
|
| |
A Brief Look at Cycles PF
Feb-20-2004
|
| |
Gold Sector Update PF
Jan-30-2004
|
2003 |
| |
The Gold Sector PF
Dec-29-2003
|
| |
Interest Rates and Oil PF
Dec-05-2003
|
| |
The Long-Term Dollar Bear PF
Nov-21-2003
|
| |
Why the Fed Will Have to Hike PF
Nov-14-2003
|
| |
Interest Rates, Gold, the Fed and the Markets PF
Oct-24-2003
|
| |
Gold and the Dollar - Current Market Situation PF
Oct-06-2003
|
| |
Central Banks, Currencies and Interest Rates PF
Sep-26-2003
|
| |
It's All About Risk Tolerance PF
Sep-19-2003
|
| |
The Commitments PF
Sep-12-2003
|
| |
The Deficit, the Dollar and the Major Trends PF
Sep-02-2003
|
| |
The Fed Gives Gold Investors a Green Light PF
Aug-15-2003
|
| |
Gold Stocks, Interest Rates and the US Stock Market PF
Aug-11-2003
|
| |
The Long-Term Gold Bull PF
Aug-01-2003
|
| |
Bonds and the Dollar PF
Jul-25-2003
|
| |
Popular Delusions of the Monetary Kind PF
Jul-18-2003
|
| |
Gold and the Stock Market PF
Jul-14-2003
|
| |
The Trend for Gold PF
Jun-30-2003
|
| |
Has The Bear Market Started? PF
Jun-21-2003
|
| |
Will Higher Money Supply Growth Help? PF
Jun-16-2003
|
| |
Gold Stocks and the US Stock Market PF
Jun-08-2003
|
| |
How Are Currency Exchange Rates Determined? PF
May-30-2003
|
| |
Currency Exchange Rates And Gold Mining Companies PF
May-23-2003
|
| |
A Dose Of Reality PF
May-12-2003
|
| |
War Cycles And Peace Cycles PF
May-05-2003
|
| |
A Bearish Message From The Gold Sector? PF
May-02-2003
|
| |
The Dollar Bear and the Money Supply PF
Apr-20-2003
|
| |
Delving Into The Gold-US$ Relationship PF
Apr-14-2003
|
| |
Is The Gold Bull Market Over? PF
Mar-24-2003
|
| |
Gold, Inflation And The Dollar PF
Mar-11-2003
|
| |
Inflation Surprises And The Major Trend PF
Mar-05-2003
|