The Secular Trend - 21 February 2005

The best money for long-term investors - 31 January 2005

It’s A Matter Of Confidence - 17 January 2005

The Coming Deflation Scare - 08 January 2005

Why should the dollar rally? - 03 January 2005

Thoughts on the US dollar, asset markets & current account - 16 December 2004

A Positive Case For the Stock Market? - 30 November 2004

Why The US$ Is Likely To Rise - 23 November 2004

The Stock Market: Why This Year Has Not Been Simple - 19 November 2004

Thoughts On Interest Rates - 09 November 2004

Big Picture Stuff - 20 October 2004

Gold Stock Seasonality - 07 October 2004

Managing Inflation Expectations - 01 October 2004

Bonds And 'Flation - 21 September 2004

More thoughts on the synthetic dollar short theory - 14 September 2004