Left wing, right wing, and free markets
One of the saddest things about Britain’s recent general election was the level of ignorance displayed by all parties on the broad subject...
Goldmoney Insights
Brexit, Germany and Asia
Britain’s general election went horribly wrong, with the Conservatives forced into a putative coalition with the Democratic Ulster Party....
OPEC at the Crossroads
OPEC is currently in a difficult situation. How should it react to the oil glut that followed the emergence of shale oil technology? In our...
The Golden Revolution, Revisited: Chapter I
Chapter I This Insight is the third in the serial publication of the new, Revisited edition of my book, The Golden Revolution (John Wiley a...
Safety in banking
There was a time when banks acted as custodians of their customers’ money. Indeed, keeping a person’s money and using it as if it belong...
The Golden Revolution, Revisited
John Wiley and Sons published my first book, “The Golden Revolution”, in 2012; its core thesis was that a longer-term consequence of the...
Update on Brexit
This article looks at the background to Brexit negotiations and concludes that Britain is negotiating from a position of strength, while the...
Canadian Dollar to USD: Oil, Stock and Flow
In this report, we look at Canadian dollar movements through the lenses of our real-interest rate, long-dated energy price framework for cur...
Business cycles are credit cycles
This article gets to the heart of why central banks’ monetary policy will never succeed. The fundamental error is to regard economic cycle...
America’s financial war strategy
Abstract America’s renewed desire to escalate military tensions is a front for America’s continual financial war, this time directed at...