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Random Shots – Return of the Deflation Trade?
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Euro and Yen – Surprising Developments
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Another conversation with Bridgewater Associates’ Ray Dalio
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Rosenberg bullish on energy stocks, cautious on growth due to oil shock
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Why The Mid-East Turmoil Is A Big Drag On Economic Growth
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Tensions in Libya Batter Risk Appetite
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Some Thoughts About EM FX and Equity Performance In 2011
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Chinese stock markets and European politics
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A Sideways View of the World
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A more malign interpretation of increased consumer spending
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