051110 Gardiner to Gang and Michael Moore The new version of Towards True Monetarism, now given the more academic title of The Evolution of Creditary...
Dirk, I agree. Definitions are like generalisations (i.e. the level of generalisation): They are situation-dependent, meaning that they depend on the issue at...
Here is another teaser. (It would have been interesting to see how they arrived at this, especially concerning risk ahead. But the actual report is for...
A Nation in Silent Anger ... Reverberations Can you hear that deep, silent anger inside you, pounding like a heavy iron fist on a wooden door, banging...
Dear Friends of the American Monetary Institute, Incredible as it may seem, there is a strong effort by the Federal Reserve System to eliminate the publication...
Raising interest rates delivers a triple whammy By James Cumes - posted Wednesday, 9 May 2007 Sign Up for free e-mail updates! Over the last few weeks, I have...
May 10, 2007 May 10th - Credit Collapse by Paul Lamont On May 10th 1837, the banks of New York suspended gold and silver payments for their notes. Fear ignited...
The Fourth Turning, Part II - Rise of the Anti-Boomers: Millennial Generation 1, Imus 0 See Part I Here America's recovery from its Fourth Turning crisis,...
070510 Gardiner to Creditarists 'The Origins of Value', edited by Goetzman and Rouwenhorst. Chapter Two of this work concerns the Roman finance system and in...
No need to worry -- the US isn't going to run out of assets to sell to foreign investors any time soon ... Brad Setser | May 01, 2007 In a comment in the...
In recent quarters, a new trend has emerged: rising food prices. As we highlighted in "Part 1: Why We Remain Bullish," we are not worried about valuations. And...
The reality of Friday's Jobs Jamboree must be finally entering into their trading equations! Did you see that awful showing of jobs created in April? Only...
Only a moron could invest in China's go-go market today. Only a dumbbell would put money in most of today's hedge funds. Only a mental defective would lend to...
Fed Warning: 1998 All Over Again? Liz Moyer As hedge funds go, it's 1998 all over again--but with a key difference. Markets are significantly less volatile now...
The Bush-Dollar Curve Obscure economic indicator: Does the dollar fall when the president is unpopular? By Daniel Gross Posted Friday, May 4, 2007, at 5:12 PM...
About seven years ago I made allegations in relation to the manipulation of IPE's Brent Contract by investment banks and opil traders. I had chapter and verse...
FT reports considerable mess, fraud and incompetence in this new business. Arno http://www.ft.com/cms/s/48e334ce-f355-11db-9845-000b5df10621.html Industry...
Michael, Some time ago we talked about the option of €uro becoming a new international currency. If I remember right you sensibly dismissed this as long as...
Why does everyone think the Dow is going up, when it is actually going down in value? According to the Minneapolis Federal Reserve, total inflation from 2000...
Marc Faber's analysis below is more realistic than most. His comparison with the Zimbabwe situation is fascinating and not entirely beyond credibility. As we...
Dear Dirk, Was it you who sent Paul C. Martin's paper? I finally got around to reading it, and it has only one good section -- on medieval payments to ...
UPDATE 1-Hedge fund risks worst since '98 crisis, Fed says By Pedro Nicolaci da Costa NEW YORK, May 2 (Reuters) - Hedge funds may now pose the biggest risk of...
070430 Gardiner to Gang. The Origins of Value I returned from my latest "study tour" in the Highlands of Scotland to find a parcel from th OUP was awaiting me....
. From Chris Meakin It's a funny thing. Geoff Gardiner and I (former bankers both, he with Barclays which is about to tumble into bed with ABN-Amro) approach...
. Posting from Chris Meakin on 23 April On 19 April, Chris Cook wrote: "The Creditary approach to Money is based upon defining Credit (a Claim on Value) AS...
Over the last few weeks, I have been engaged in a world tour, especially taking in the two countries - the United States and Britain - which are most ...
Dear Geoffrey et al. This is the kind of theorizing that's getting onto left-wing lists in the US. I suppose it would help if we could draft a standard...
The Great Unwind is coming, warn Dresdner pair It's the sort of analysis that, as an investment banking analyst focusing on the investment banking sector,...
