May 21, 2013
With the stock market seemingly reaching new highs every day, should we worry about a crash that puts an end to the party? If so, how should investors prepare? Let us explain.
May 8, 2013
Who is winning the "currency wars?" Here is our take on the greenback, yen, sterling, euro and gold.
Apr 30, 2013
Year-to-date, the U.S. dollar is up. Does that mean we are in a rising-dollar environment? Or is it an opportunity to diversify out of the greenback?
Apr 16, 2013
Anyone who’s ever had a brick fall on one’s feet knows how much it can hurt. It’s little consolation if that brick is made of gold. What’s happening to the price of gold? And has our outlook changed, be that for gold, the U.S. dollar or currencies more broadly?
Apr 10, 2013
Is it time for the Federal Reserve to stop printing money? Today, we focus on what might be going through Fed Chairman Ben Bernanke’s mind and the possible implications for the U.S. dollar and investors.
Apr 2, 2013
Unsustainable debt. Depression-era fiscal policy. Monetary madness. Welcome to Japan. You may not live or invest in Japan, but your investments may well be affected by what is unfolding in the Land of the Rising Sun. Be prepared.
Mar 26, 2013
Had those with money tied up in the Cypriot banking system owned gold instead, they might have been able to watch the unfolding crisis relaxing on the beach. So why isn't gold going through the roof? Is Cyprus too small to matter? Can it happen in the U.S.? Should investors hold gold?
Mar 19, 2013
When we called the euro the potential “rock star of 2013,” we knew it might be a rocky ride. Are we underestimating the incompetence of policymakers? The Europe that is shaping up is much like the old Europe, with implications for the dollar, the euro and investors’ portfolios.