Dec 3, 2013
Federal Reserve Chairman Ben Bernanke vehemently denies that the Fed "monetizes the debt," but our research shows the Fed may be increasingly doing so. We explain why and what the implications may be for the dollar, gold and currencies.
Nov 12, 2013
In our outlook at the beginning of this year we predicted the euro might become the Rock Star of 2013.
Oct 30, 2013
Fed Chair nominee Janet Yellen will take over where her predecessor Ben Bernanke leaves off. Not just operationally, but also philosophically.
Oct 16, 2013
While Democrats and Republicans fight with water pistols, the president may be readying a bazooka by nominating Janet Yellen to succeed Ben Bernanke as chairman of the Federal Reserve. You may want to hold on to your wallet.
Oct 1, 2013
Forget about a government shutdown. The quibbling over concessions to keep the government funded distracts from what might be the most predictable economic crisis. We have problems that may affect everything from the value of the U.S. dollar to investors' savings, but also to national security.
Sep 18, 2013
Why are the markets so excited that the smartest guy in the room takes his name out of the running for the (second?) most powerful job in the world? With Larry Summers no longer holding back the markets, what's next for the dollar, currencies and gold?
Sep 11, 2013
It's September 2013 and the United States is contemplating military action against Syria. As fear is mounting, investors shrug off the dangers ahead. It's only with the benefit of history that we will know how events unfolded: how stocks, bonds and the U.S. dollar fared.
Aug 27, 2013
Bailouts appear to be the established substitute for sustainable policy. In that spirit, Brazil last week announced a $60 billion program to shore up its currency. India has been introducing capital controls. South Africa is considering currency intervention.