PROFILE
SHAREHOLDER LETTERS
Has US Trend Growth Fallen Below 2% P.A.? (February 2009)
The UK Economy Stands on Shaky Foundations (April 2007)
Standing on the Brink of Deflation (September 2002)
A History Lesson for the UK MPC (May 2002)
Understanding the European Interest Rate Cycle (December 2001)
US Savings Remains Surprisingly Low (September 2001)
Understanding and Monitoring the Liquidity Crisis Cycle (September / October 2000)
Has the Bank of England Spotted the UK Productivity Miracle? (September 2000)
Japan’s Long Stagnation (August 15, 2000)
A Framework For Understanding Market Crisis (June 1999)
Is U.S. Labor Market Tightness Overstated? (May 13, 1999)
Risk Management in Complex Organizations (March/April 1999)
Nicotine Madness (February 18, 1999)
Low U.S. Savings Rate? (January 21, 1999)
Investors Overweigh U.S. and the Dollar? Think About Japan (October 21, 1998)
Message to Japan: Do what the U.S. does, not what the U.S. says (July 17, 1998)
Market Mantra vs. Reality (June 4, 1998)
The Global Financial Markets Bubble – Who’s at the pump? (April 22, 1998)
Profits, Debt and Deflation in Japan (February 1998)
Japan’s Opposite Law of Consequences (February 9, 1998)
MEDIA
Macro Moneymaker – Forbes, December 2004
