The Secular Stock Market - 15 June 2004

More Thoughts On Gold & Interest Rates - 18 May 2004

Stock Market, Gold & Interest Rates - 11 May 2004

The US$ Short Position - 26 April 2004

Stock Market On The Edge - Saville - 20 April 2004

Relationship Between the US$ & Current Account - 05 April 2004

Bonds and Deflation - 27 March 2004

Silver, Deflation, Gold & Bonds - 17 March 2004

Dollar Fundamentals & Non-US$ Commodity Prices - 01 March 2004

A Brief Look At Cycles - 21 February 2004

Gold Sector Update - 31 January 2004

The Gold Sector - 30 December 2003

Interest Rates and Oil - 08 December 2003

The Long-Term Dollar Bear - 22 November 2003

Why the Fed will have to hike - 16 November 2003