03/01/07 - Japanica!
by Dan Denning "Bennifer. Brangelina. TomKat. If the global asset boom were a celebrity marriage, what would we call it? Chimerican? Americhinan? Or how about...Japanica! Dan Denning looks at the events of the past week and aims to answer the question: is the whole current global asset boom model in jeopardy? Read on..."
06/22/06 - Beyond Fear and Greed
by Dan Denning "Economics is not physics. It does not obey the laws of physics. In truth, economics is not even a science - not yet, anyway. This is why Adam Smith was the chair of moral philosophy at Glasgow University and not, say, an actuary."
05/30/06 - Dealing With the Dollar
by Dan Denning "Foreign governments will pay lower rates as the relative risks between their bonds and American bonds narrow. In other words, American bonds will be recognized as risky. The dollar will fall." 04/27/06 - The Losers in a Win-Win World
by Dan Denning "It’s a weird and dangerous situation we’re in. Global interest rates are rising. That means liquidity is tightening. It’s getting more expensive to borrow money all over the globe."
04/20/06 - The Last Great American Energy Booom
by Dan Denning "To see why a modest lump of coal plays such an important role in the future, you need to understand how coal made the modern world."
3/22/06 - Suburbistan: Here Comes the Fiscal Firestorm
by Dan Denning "This year could be the year where we see a silent tipping point in American politics. It will be a point of no return, where interest rates rise as America’s borrowing costs no longer seem so easily manageable."
02/09/06 - Life During Wartime
by Dan Denning "America continues to consume more than it produces. Debt has driven a boom in American consumption right alongside a war that doesn’t seem to interrupt the daily life of many Americans."
01/03/06 - Great Expectations
by Dan Denning “We mentioned in yesterday’s issue that this week is packed with data that could be very telling about the health of the nation’s economy in 2006. Dan Denning explains what we should really be examining.”
10/12/05 - Stinky Water, Sweet Oil...The Final Thought
by Dan Denning "Last week, I paid a visit to Royal Dutch Shell’s oil shale project in Colorado...I came away from the place with the sense that this opportunity is very real."
10/11/05 - Stinky Water, Sweet Oil, Part II
by Dan Denning "Dan returns with his second installment on the oil shale that could put the U.S. back on top of the world" 10/07/05 -Stinky Water, Sweet Oil
by Dan Denning "You'd never guess this particular corner of the Great American Desert may play an integral role in America's strategic future." 10/01/05 - War Games
by Dan Denning "One thing is clear: The production of cheap, high-quality petroleum is declining. This will unleash a series of geopolitical and domestic economic consequences." 09/22/05 - Castles In The Air
by Dan Denning "While China takes the reality of peak oil production seriously, the second important news item from August shows that Americans are still behaving as if it were possible to get rich buying houses from one another." 09/10/05 - A Hedge Against Hard Times
by Dan Denning "One would hardly expect to get a history lesson in Las Vegas. But, of course, little gems and nuggets of wisdom were liberally dispersed here at the gold and precious metals conference that took place at the Mirage this week." 07/26/05 - Decapitation Strategy
by Dan Denning “Two weeks ago, a Chinese general said that if the U.S. intervenes in any conflict with Taiwan, they would be forced to retaliate with nukes. Dan Denning looks at the factors surrounding the situation and wonders if this threat could become a reality...” 07/13/05 - Energy's Liquid Future
by Dan Denning “This is a golden age for oil and energy investments. Either that, or a fiery sunset that ends with oil and resource wars. But, Dan Denning prefers to look on the bright side...” 06/23/05 - The New Serfdom
by Dan Denning “The marriage of subprime borrowers with ARM’s is hardly a match made in heaven...but Dan Denning explores the more pressing topic - what happens when you combine falling home prices with rising monthly payments...” 06/14/05 - More Than A Conundrum
by Dan Denning Signs of inflation mean the Fed will keep on hiking short-term rates through the summer. But what then? Sell stocks? Sell bonds? Dan Denning explores... 05/31/05 - Less To The Dollar Than Meets The Eye
by Dan Denning “China and Japan have stopped buying U.S. bonds...leaving just the hedge funds to support America’s teetering towers of debt. Watch out below!”
05/25/05 - Parched
by Dan Denning "As the summer draws near, we might find ourselves parched for liquidity – not the type that fills a frosty glass with iced tea, but the type that fills a frothy stock market with buy orders." 04/07/05 - The Energy Revolution Intensifies
by Dan Denning “Energy is the dominant story of the month. It's hard to ignore when crude futures are setting new highs daily - and there's more than just rising commodity prices and a falling dollar to explain oil's rise...” 01/25/05 - Economic Dinosaurs
by Dan Denning "If the American fridges are cheaper in Europe, so are the Chinese fridges. No net competitive gain in the fridge market...or perhaps in ANY market for manufactured goods." 11/23/04 - Gold And Gravity
by Dan Denning "I made the enhanced liquidity argument myself - about a year and a half ago, when gold was much less popular. Today is different. Gold is 'hot'." 09/02/04 - Crackup Currency
by Dan Denning "The Bank of England (BOE) was one of the first central banks in the world to begin its tightening cycle and put the brakes on the tide of easy money that drove everything up in price in 2003..." 07/07/04 - Gunships And Opium
by Dan Denning "If anyone steals the election in 2004, it's going to be the Chinese. China may be very close to picking a time to go after Taiwan while the U.S is preoccupied in Iraq. That might seem rash. But think about it in terms..." 05/19/04 - Flash Bubbles
by Dan Denning "Third, however, and greatest of the policy blunders is the assumption that monetary policy can cause wage inflation. Because of this error, the Fed is about to discover that its entire effort to reflate the economy through..." 02/26/04 - Do Deficits Matter?
by Dan Denning "Government deficits divert savings away from productive investment and towards simple wealth redistribution. Over time, capital formation slows down...and so does business investment..." 02/10/04 - Five Signs Of Financial Reckoning Day
by Dan Denning "Right now, the financial economy, or 'fictitious economy,' is most likely running out of steam. The stimuli of low interest rates and tax cuts have almost certainly lost their potency, without leading to major..." 10/23/03 - Convergence Under The Bed Spread
by Dan Denning "To get it, I established a spread between emerging market debt and U.S. government debt. If I'm right about the U.S. bond market losing its gold-standard reputation, the spread should converge over time." 04/22/03 - Pandemic
by Dan Denning "The real killer in Europe between 1914 and 1918 was not four years of war but four months of Spanish flu. Similarly, what's killing investors on Wall Street is not two years of recession or two quarters of disappointing..." 03/10/03 - All-Source Investing
by Dan Denning "Intelligence analysis, like investment analysis, is not a matter of spotting the obvious. If it were that easy, there would be no terrorists, and we’d never buy bad stocks..." 02/27/03 - Hip Dysplasia
by Dan Denning "Pavlovian investors are asking for it. Piling into tech stocks may have been hip at the top of the bubble...but, as history shows, it simply makes no sense to keep investing in the best-performing stocks..." 02/13/03 - Scripophily
by Dan Denning "Finding alternatives to conventional stock market investing is a real problem for investors today. Today, I believe we are on the edge of another seismic shift in the world markets." 01/31/03 - The Stevenson Moment
by Dan Denning "The Bush Administration will produce its “smoking gun” next Wednesday. But why wait? Today, I’ll unveil my own smoking gun. It doesn’t have anything to do with weapons of mass destruction in Iraq." 11/21/02 - The 20-Times Strategy
by Daniel Denning "The United States now spends more on defense than the next 20 nations combined, and the Bush administration has said in print that its aim is total military superiority..." 11/20/02 - Metal V. Flesh
by Daniel Dennning "The year 1846, when America was trying on the clothes of a national power for the first time, and the year 2002 have a lot in common..." 11/07/02 - Political Shakedown, R.I.P.
by Dan Denning "As Europe plays catch-up to the American economy, the US struggles to maintain its top-dog status. How's the contest coming?" 10/24/02 - Imagine Your Daughter As A KE4
by Dan Denning "Within the next 50 years, the Chinese economy will mature. And when it does, a great shift will take place..." 08/08/02 - Welome To The Welfare State
by Dan Denning "No self-respecting lover of liberty could be happy with a scenario where the government gets more powerful, more intrusive, and generally enjoys popular support all the while..." 05/22/02 - Greenspan's Mortal Sin
by Dan Denning "Could it have escaped Greenspan's attention that the increase in productivity was largely a result of: a) lower capital costs because of the Fed's own interest rate policy and b) falling unit labor costs as a result of higher..." 02/20/02 - Humpty Dumpty-San
by Dan Denning "The land of cheap electronics and Godzilla movies is leading the world to the brink of disaster...and the whole gruesome affair may be a chilling preview of what debt and deflation could wreak in the United States..." | 
