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Randolph Buss

Randolph Buss

Contributor since: 26 Feb 2010

Biography

Randolph Buss, currently works in portfolio & asset management | commodity fund advisory & management | macro investment research as editor and publisher of his newsletter read in over 45 countries.

  • Black Swans

    Published 21 July 2008 | viewed 4,042 times

    <the following is an excerpt from our GMR Blog> Reminder: this little blog is simply my tool to remind myself and any readers of my…

  • Deflating...

    Published 03 June 2008 | viewed 4,124 times

    Global Macro Roundtable <the following is an excerpt from our Blog > Reminder: this little blog is simply my tool to remind myself and any…

  • Golden Retreat?

    Published 30 April 2008 | viewed 3,090 times

    Global Macro Roundtable <the following is an excerpt from our Blog > My Mental Market-Box: Target Price (TP) : Short Term (ST) : Mid Term…

  • Year of the Pig - 2007 Outlook

    Published 07 January 2007 | viewed 6,554 times

    The following is an excerpt from our Letter of 31 December. Everybody wants to know what the coming year will bring in terms of the…

  • Sustainability and Landings

    Published 09 October 2006 | viewed 3,402 times

    The following is an excerpt from our Letter of 30 September. We've been reading some of Stephen Roach's recent material. It reminds us of the…

  • A Trick Question

    Published 14 September 2006 | viewed 4,380 times

    Dog Days of Autumn The dog days of Summer are over ! Long live the dog days of Autumn. These last few weeks we've been…

  • The Trend is Your Friend? Hardly

    Published 08 August 2006 | viewed 5,276 times

    The following is an excerpt from our 07 August Weekly Outlook #32 We show these housing trend statistics on the US as they are more…

  • What, Me Worry?

    Published 20 July 2006 | viewed 3,706 times

    The following is an excerpt from our 19 July Weekly Outlook #28/29 The overwhelming feeling right now, it seems, is one of complacency - everywhere.…

  • Gold / Oil - Where to?

    Published 28 June 2006 | viewed 5,462 times

    The following is an excerpt from our 27 June Weekly Outlook #26 Before we worry about what the Fed will do with interest rates this…

  • World Glut 2006*

    Published 15 June 2006 | viewed 5,553 times

    The following is an excerpt from our 12 June Latest Letter. ...meanwhile the brazilian girls are dancing in the Berlin streets - Brazil plays Croatia…

  • ECBs "Ongoing Vigilance"

    Published 11 February 2006 | viewed 2,776 times

    These days a lot of hee-ing and haw-ing is coming out of the Central Bank's everywhere. To raise or not to raise especially as economies…

  • Year of the (licentious Market) Dog

    Published 30 January 2006 | viewed 3,928 times

    The following is an excerpt from the 28 January Latest Letter at www.dinl.net. Year of the Dog Our global gaze today is on the US…

  • Home Stretch - Dollar Strength

    Published 09 December 2005 | viewed 4,071 times

    The following is an excerpt from our 26 Nov Latest Letter. USD & Rates Outlook In a recent piece entitled "Deteriorating Global Liquidity" by ARP…

  • Fed Poker II - Inflation Revisited

    Published 24 October 2005 | viewed 3,128 times

    More Evidential Considerations In recently having perused a book on Kondratieff cycles, I was reminded that nearly all the K-cycles were accompanied by parallel technological…

  • Oktoberfest & Rohrkrepierer

    Published 21 September 2005 | viewed 3,499 times

    In the 22 August (just one month ago) Letter I wrote: Another reason, although having long been bearish on the German economy, I believe we…

  • My Aftermath Outlook

    Published 09 September 2005 | viewed 6,961 times

    If I had a gold coin for every remark or opinion I have thus far read about what hurricane Katrina will do or won't do…

  • Looking Around

    Published 24 August 2005 | viewed 5,720 times

    I've been in macro-economic thinking mode these last days just as I have also been thinking about considerations to my portfolio. When I say portfolio…

  • Forbidden Fruit

    Published 15 July 2005 | viewed 6,893 times

    In today's Letter I look at the USA deficits. I come to my own conclusions here as to how this will play out based on…

  • "Big Picture" Dashboards

    Published 23 June 2005 | viewed 4,100 times

    Ok, in keeping with my "big picture" outlook, I got up quite early this morning and was feeling rather creative. After reading so much these…

  • The Limits of Growth

    Published 08 June 2005 | viewed 4,146 times

    Ok, I am going to be a bit provocative here: does it matter that you (a worker from the West) are willing to work longer…