Lessons on inflation from the past
This article examines two inflationary experiences in the past in an attempt to predict the likely outcome of today’s monetary policies. T...
Goldmoney Insights
Inflation — running out of road
If you think that price inflation runs at about 1.6% you have fallen for the BLS’s CPI myth. Two independent analysts using different meth...
An unexpected systemic crisis is for sure
Downturns in bank credit expansion always lead to systemic problems. We are on the edge of such a downturn, which thanks to everyone’s foc...
Gold at $2k+. So why the fuss?
There appears to be no way out for the bullion banks deteriorating $53bn short gold futures positions ($38bn net) on Comex. An earlier attem...
The Eurozone’s financial disintegration
Introduction The Euro Crisis Monitor (above) shows the increasing imbalances in the TARGET2 settlement system between all its members: th...
The pound’s future in a dollar collapse
In recent articles for Goldmoney I have pointed out the dollar’s vulnerability to a final collapse in its purchasing power. This article f...
Prices are going to rise — and fast!
With stockmarkets barely ruffled, few are thinking beyond the very short-term and they are mostly guessing anyway. Other than possibly the v...
A collapsing dollar and China’s monetary strategy
This article describes how China can escape the fate of a dollar collapse by tying the yuan to gold. There is little doubt she has access to...
The crisis goes up a gear
Dollar-denominated financial markets appeared to suffer a dramatic change on or about the 23 March. This article examines the possibility th...
Statistics, lies and the reservoir effect
This article debunks the misconception that GDP represents economic health. It explains how monetary flows have led to markets in financial...