Indendent Strategy

Tuesday 7th September 2010

The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy research is available by annual subscription. For details of subscription rates and soft-dollar payments please contact Independent Strategy using the contact form.

  • 08/01/07
    The pig in schism
  • 11/01/07
    Asset Allocation
    - time to take out insurance
  • 11/01/07
    Hermando de Soto
    - discrete bubbles and submerged reefs
  • 18/01/07
    South Africa - meeting the challenges
  • 24/01/07
    It ain't over 'till it's over
  • 25/01/07
    New Monetarism still rules!
  • 26/01/07
    The 'real' economy
  • 06/02/07
    Oiling the liquidity machine
  • 16/02/07
    Korean limboo
  • 20/02/07
    Japan - the end of the carry trade and the little green men in the night
  • 01/03/07
    Japan - the long unwinding yen
  • 02/03/07
    US corporate profits - no longer seeing double
  • 07/03/07
    Risk appetite and markets - the missing chapter
  • 16/03/07
    A funny thing happened on the way to market
  • 03/04/07
    The Bernanke put and the hawk point in the sky
  • 10/04/07
    Asset Allocation - volatility returns!
  • 17/04/07
    All our yesterdays
  • 30/04/07
    Filth! - executive summary
  • 30/04/07
    Filth! Beyond climate change: risk and investment
  • 02/05/07
    US - an inflationary surprise?
  • 17/05/07
    US - the incredibly shrinking equity market
  • 21/05/07
    Gold - the IMF and the gold market
  • 25/05/07
    Cracks in the concrete?
  • 30/05/07
    Steaming!
  • 12/06/07
    Food price explosion
  • 12/06/07
    The message from bond markets
  • 12/06/07
    High frequency liquidity indicators
  • 14/06/07
    Biofuels: the big macro hit
  • 28/06/07
    Asia - Happy Birthday '97
  • 29/06/07
    High frequency liquidity indicators
  • 09/07/07
    Asset Allocation - flashing amber
  • 13/07/07
    Taiwan - turning positive
  • 13/07/07
    High frequency liquidity indicators
  • 06/08/07
    High frequency liquidity indicators
  • 07/08/07
    Will a robust world economy save the financial one?
  • 22/08/07
    Liquidity crunch!
  • 04/09/07
    High frequency liquidity indicators
  • 11/09/07
    Food, water and filth
  • 18/09/07
    New Monetarism - the multipliers in reverse gear
  • 25/09/07
    The cost of credit
  • 04/10/07
    Excess reserves - the liquidity indicator
  • 12/10/07
    Asset Allocation - credit crunch
  • 15/10/07
    Villains to the rescue
  • 20/10/07
    New Monetarism and the Credit Crunch
  • 23/10/07
    High frequency liquidity indicators
  • 02/11/07
    Machine broke - can't fix it!
  • 08/11/07
    New Monetarism and the credit crunch - sime simple banking arithmetic
  • 15/11/07
    Credit crunch - the hit to the liquidity pyramid
  • 28/11/07
    Rallies in the credit crunch
  • 28/11/07
    Liquidity contraction
  • 28/11/07
    Currency trades
  • 07/12/07
    Emerging Europe - the next shoe to fall
  • 14/12/07
    The sorrow of Belgium (apologies to Hugo Claus and Louis Seynaeve)
  • 20/12/07
    High frequency liquidity indicators
  • 21/12/07
    Korean banks
  • 05/01/07
    Data Digest: US non-farm payrolls, Dec'06
  • 12/01/07
    Data Digest: US retail sales, Dec'06
  • 23/01/07
    Data Digest: France - consumer spending, Dec'06
  • 31/01/07
    Data Digest: US real GDP, Q4'06
  • 02/02/07
    Update: Japan - slipping back?
  • 15/02/07
    Data Digest: Japan real GDP - Q4'06
  • 19/02/07
    Update: Japan: yen on the up
  • 27/02/07
    Update: China: the party's over
  • 28/02/07
    Update: The 'daughter of Pakistan' disappears and so do the country's prospects
  • 28/02/07
    Update: This time it's different
  • 01/03/07
    Update: Germany: plenty of wind in its sails
  • 06/03/07
    Data Digest: US revised non-farm productivity - Q4'06
  • 07/03/07
    Update: OECD inventory drag
  • 08/03/07
    Update: French Presidential elections - baying for Bayrou
  • 13/03/07
    Update: US sub-prime mortgage spillover
  • 22/03/07
    Update: The Fed - keeping the party going
  • 23/03/07
    Data Digest: US existing home sales, Feb'07
  • 26/03/07
    Data Digest: US home sales, Feb'07
  • 27/03/07
    Data Digest: German IFO business climate index, Mar'07
  • 29/03/07
    Data Digest: US corporate profits, Q4'06
  • 23/04/07
    Update: France - plus ca change, plus c'est la meme chose
  • 24/04/07
    Data Digest: US existing home sales, Mar'07
  • 25/04/07
    Data Digest: German ifo, Apr'07
  • 27/04/07
    Data Digest: US real GDP, Q1'07
  • 02/05/07
    Data Digest: German unemployment rate, Apr'07
  • 11/05/07
    Data Digest: US retail sales, Apr'07
  • 15/05/07
    Data Digest: Eurozone real GDP, Q1'07
  • 17/05/07
    Data Digest: Japan real GDP, Q1'07
  • 25/05/07
    Data Digest: US home sales, Apr'07
  • 30/05/07
    Update: US - doubting Bernanke's put
  • 31/05/07
    Data Digest: US real GDP, Q1'07
  • 08/06/07
    Filth Update
  • 13/06/07
    Data Digest: US retail sales and import price inflation, May'07
  • 26/06/07
    Data Digest: Japan corporate service prices - May '07
  • 28/06/07
    Data Digest: German unemployment and Eurozone M3 money supply
  • 09/07/07
    Filth Update
  • 12/07/07
    Picture This! US margin accounts
  • 13/07/07
    Data Digest: US import prices, Jun'07
  • 24/07/07
    Update: Turkey - victory and vulnerability
  • 26/07/07
    Data Digest: US home sales, Jun'07
  • 27/07/07
    Update: New Monetarism - the music stops
  • 31/07/07
    Data Digest: German & Japanese employment, Jun/Jul'07
  • 07/08/07
    Data Digest: US non-farm productivity, Q2'07
  • 08/08/07
    Filth Update
  • 14/08/07
    Data Digest: Eurozone real GDP, Q2'07
  • 15/08/07
    Data Digest: US CPI, Jul'07
  • 16/08/07
    Update: Global slowdown
  • 17/08/07
    Update: The Bernanke put
  • 04/09/07
    Update: What if?
  • 12/09/07
    Filth Update
  • 22/10/07
    Filth Update
  • 30/11/07
    Filth Update
  • 10/12/07
    Update: US housing initiative
  • 14/12/07
    Update: No cred for the Fed