2011
2010
- Fundamental Investors Should Fear Inflation, Not Deflation - 15 Sep 2010
- Inflation Risk and the Mythical Gold Bubble - 02 Mar 2010
- The Recovery(?) and the Outlook for US Stocks - 17 Feb 2010
2009
- US Stocks Overpriced Once Again - 29 Oct 2009
- US Not Going Down Japan's Road - 16 Mar 2009
- The US Government Will Not Choose Deflation - 07 Jan 2009
2008
- US Stock Market Now Priced for Good Returns - 29 Oct 2008
- The Case for Gold and Gold Stocks - 18 Sep 2008
- The Impact of Negative Real Interest Rates - 15 Aug 2008
- Thoughts on the Stock Market, Oil, and the Economy - 14 Jul 2008
- US Stock Market Priced for Poor Returns - 25 Jun 2008
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