Monthly Archives: June 2009

Today the risk trade continues to be under attack with the US dollar strengthening against other more emerging economies. As I have pointed out a few times in the past couple of months, the over-exuberance in emerging markets, commodities and … Continue reading →

It was with much sadness that I heard this weekend of the passing of Peter L. Bernstein at age 90. Peter was a rare voice of wisdom in the often misguided world of finance. His perspective was rare and valuable … Continue reading →

From a low in the $30's just a few months ago, oil has now surged back above $68 a barrel. Most of this double has been in response to the falling US dollar; certainly not a renewed wave of world … Continue reading →