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Olduvai III: Catacylsm
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USD ready for a second leg higher – then what?

USD ready for a second leg higher – then what? One year ago we showed the following chart to explain the relative strong dollar that was on everyone’s mind at the time. With a second leg higher in the US dollar imminent, this particular chart will be more important than ever. Claims to dollars, such as demand […]

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You are currently living through the dumbest monetary experimental end game in history (including Havenstein and Gono’s)

You are currently living through the dumbest monetary experimental end game in history (including Havenstein and Gono’s) We have seen several explanations for the financial crisis and its lingering effects depressing our global economy in its aftermath. Some are plain stupid, such as greed for some reason suddenly overwhelmed people working within finance, as if […]

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How Italy will fail and drag down the European Project

How Italy will fail and drag down the European Project Italy is big enough to matter (it is the eight largest economy on the planet), but so uneventful that most does not pay any attention to what is going on there. We contend that Italy will, during the next year or two, be on everyone’s […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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