Reality Bites
Investors have retreated from European stocks after seeing political upheaval in Italy. The euro is once again facing an existential threat. What does this mean for world markets?
Japanese Yen
The Shanghai Accord Returns With Weak Dollar Ahead
The weak US economy and the weak US dollar policy resulting from the Shanghai Accord meant that the Fed was unable to raise interest rates.
Is Japan About to do Something Stupid?
Check out the recent fruits of Japan’s monetary insanity. If their aim was to weaken the yen, it’s been a dismal failure…
Prepare for the Coming Financial Earthquake
Financial earthquakes are just as dangerous to your wealth as physical earthquakes are to your well-being.
Technology Crash 2.0
Selling fewer phones, making lower profits…none of that is good. Not for Apple. Not for technology stocks. Not for growth stocks.
Japan and the Secret Shanghai Accord
Based on the Shanghai Accord and the dynamics of currency cross-rates, we expect the strong yen trend to continue for several years. That’s bad news for major Japanese corporations.
Emerging Markets Should Beware Japan
A few weeks ago, Russell Napier of CLSA suggested that the weak yen might trigger an emerging markets currency crisis.
Investors: Ignore Japan’s Yen Devaluation Game at Your Peril
My view is that the Japanese Yen will come under far more pressure than most people expect...
Why the Market is Watching Japan
All eyes will be on Japan today because there is now a huge amount of pressure on Bank of Japan governor Kuroda to come through with the goods.
Seven Situations to Watch in the Pacific Currency War
I’ll review the significant changes investors must reckon with as they’re caught in the cross-fire of a Pacific currency war.