Monthly Archives: July 2011

“Do you think Gold is money?” – insert long pause here -

Posted on July 18, 2011 by Donald Stoltz

As Gold continues to go parabolic, we can’t help but keep replaying the following video from the Bernanke’s testimony in front of the House Financial Services committee last week.  http://www.youtube.com/watch?feature=player_embedded&v=2Dj9v9s9buk

Posted in Economic Observations |     Print This Post Print This Post

Current Account Identity – Periphery Europe

Posted on July 12, 2011 by Cullen Thompson

Given the attention to Italy, as well as some of the blowout in core-Europe CDS yesterday, I thought I would send a few comments on a country’s balance of payments.  It describes why we’ve believed the periphery of Europe is … Continue reading →

Posted in Economic Observations |     Print This Post Print This Post

China’s boom is more investment than consumption…

Posted on July 11, 2011 by Donald Stoltz

Cullen was recently asked to write a short column for Absolute Return’s online ”Unhedged Commentary” on China and their domestic disturbance.  Click on the following link to check out the article…please ignore the picture, but not the message… Domestic disturbance: China’s … Continue reading →

Posted in Economic Observations, Guest Research/Comments |     Print This Post Print This Post