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What’s Wrong With Gold? Some Speculations…
Gold has been the poorest performing industry group for the past two quarters, down approximately 20%. It is possible this... | 12 April 2013
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The Perverse Lesson of Bitcoin for Other Currencies
A reminder that currency is the value of promises carried by the paper on which it is printed, in the form of Bitcoin, whic... | 30 March 2013
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Jeremy Grantham Meets Charlie Rose
A virtuoso conversation by Jeremy on market bubbles, central bank debasing currencies, food and water shortages, attractive... | 17 March 2013
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Ode to Jim
My long time friend, James Fraser, leader of the Contrary Opinion Forum and many other things connected with independent th... | 11 February 2013