IS STAGFLATION COMING? / PROJECT SYNDICATE

Is Stagflation Coming? Lost in the debate over whether today's ultra-loose fiscal and monetary policies will trigger painful inflation i...

ON THE NILE DAM, EGYPT PLAYS A WEAK HAND / GEOPOLITICAL FUTURES

On the Nile Dam, Egypt Plays a Weak Hand The country has few options to end the stalemate over the Grand Ethiopian Renaissance Dam. By: Hila...

GOLD IS GOING HIGHER / DOLLAR COLLAPSE

Gold Is Going Higher BY JOHN RUBINO  Excerpt from Lawrence Lepard’s Equity Management Associates Q1 Report:  We believe we are in the early ...

DOLLAR THREATENS THE EMERGING MARKETS PARTY / THE FINACIAL TIMES OP EDITORIAL

Dollar threatens the emerging markets party Hopes for a strong recovery in EM currencies persist — just about Eva Szalay in London Nearly al...

THE GOLD INVESTMENT THESIS REVISITED / SPROTT ASSET MANAGEMENT

The Gold Investment Thesis Revisited BY JOHN HATHAWAY   Recent Corrective Action Ignores the Fundamentals Since gold’s intraday August 7, 20...

THE UNLIKELIHOOD OF A WAR WITH CHINA AND RUSSIA / GEOPOLITICAL FUTURES

The Unlikelihood of a War With China and Russia By: George Friedman Much has been made of China’s seemingly unending potential to invade Tai...

LARRY SUMMERS: I´M CONCERNED THAT WHAT IS BEING DONE IS SUBSTANTIALLY EXCESSIVE / THE FINANCIAL TIMES OP EDITORIAL

Larry Summers: ‘I’m concerned that what is being done is substantially excessive’ Former treasury secretary criticises the scale of Biden’s ...