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currencies
Currencies to own as recession takes hold
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More Color on Japanese Capital Flows and the Euro
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Greenback’s Inability to Rally on Strong Employment Report is Noteworthy
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Calling bullsh$t on the concept that Italy isn’t a victim of the euro
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Geopolitical (and market) risks because of US policy and the Fed
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Why I’m not an emerging markets bull
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China cannot use its Treasury holdings as leverage. Here’s why
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Has the dollar bottomed against the yen?
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The Irish Border and Magical Realism
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Links: De-dollarization, top down US policy and the new Cold War
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