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.
- 08/01/08US - a shadow central bank for a shadow financial system
- 10/01/08Asset Allocation - a volatile year
- 14/01/08Fahrenheit 451
- 18/01/08From the financial to the real
- 13/02/08Credit default swaps - time to switch
- 27/02/08Not halfway through!
- 06/03/08From credit crunch to recession
- 07/03/08Have equity markets fallen far enough?
- 10/03/08A very logical progression
- 13/03/08Commodities and the China syndrome
- 20/03/08Food farewell!
- 26/03/08A modest proposal
- 02/04/08Which way for inflation?
- 02/04/08Asset Allocation – a terrible quarter
- 10/04/08Return!
- 15/04/08High frequency liquidity indicators
- 22/04/08History as guide
- 20/05/08A short history of the Sovietisation of the American tractor
- 21/05/08High frequency liquidity indicators
- 23/05/08The global food crisis – another Marie Antoinette?
- 23/05/08Russia – the coming power battle
- 30/05/08Inflation targeting and the targeting of those that do it!
- 17/06/08Parched world
- 10/07/08Asset Allocation: a sucker’s rally
- 17/07/08The coming big’un!
- 23/07/08Japan – so safe haven
- 11/08/08The big’un for the dollar too!
- 02/09/08From credit crunch to recession
- 02/09/08Russia - the wire mesh war
- 10/09/08US - commodities and the US consumer
- 11/09/08Korea - what crisis?
- 12/09/08China real estate
- 16/09/08Black Sunday
- 17/09/08Currencies: one-eyed and one-legged wimmin
- 18/09/08Meltdown!
- 21/09/08US - the Paulson initiative
- 23/09/08US - a question of price
- 26/09/08US: the bailout – will it free up credit markets?
- 09/10/08Asset Allocation – Black September
- 13/10/0875% the real McCoy
- 16/10/08Emerging Markets: the next boot to drop
- 24/10/08Emerging Markets: the perfect storm
- 04/11/08Emerging Market credit crisis: a New Monetarism framework
- 05/11/08Asia - now and then
- 26/11/08The end of the bond bull
- 05/12/08High frequency liquidity indicators
- 05/12/08Myths and realities of luxury living
- 05/12/08Thailand - the caterpillar stumbles
- 08/12/08Currencies - a question of quality
- 23/01/08Update: The Fed - terrible symmetry born
- 04/02/08Update: Super Tuesday!
- 12/02/08Update: Buffett's bid
- 11/03/08Update: The Fed's last fandango
- 20/03/08Update: Russia – a two-headed eagle
- 10/06/08Update: Ireland votes on Europe
- 11/06/08Update: Filth Update
- 23/06/08Update: Credit Crunch Update
- 11/07/08Update: Credit Crunch Update
- 14/07/08Update: Iran: a military strike
- 05/09/08Picture This: Fighting recession - it’s not working
- 07/09/08Update: US - nationalisation of the GSEs
- 08/09/08Update: US treasuries - stay short
- 30/09/08US: rejection!
- 04/10/08Update: not worth hanging on
- 07/10/08Update: with every passing day
- 07/10/08Update: Credit Crunch Update
- 08/10/08Update: UK shows the way
- 21/10/08End of the beginning, not beginning of the end
- 05/11/08To reform or not to reform
- 13/11/08Russia - stay short the rouble
- 20/11/08Credit contraction sums
- 11/12/08Currencies: ending our dollar long