Randolph Buss

Contributor since: 26 Feb 2010

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Biography

• Black Swans

  Published 21 July 2008 | viewed 4,753 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 4,966 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 4,001 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 7,127 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 4,201 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 5,137 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 5,953 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 4,511 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 6,195 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 6,306 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 3,534 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 4,631 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 4,658 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 3,706 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 4,087 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 7,824 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 6,533 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 7,787 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 4,813 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 4,866 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…