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.
- 05/01/09Depressing optimism
- 08/01/09The ghosts of Christmas past
- 14/01/09Europe: premature death of the euro
- 16/01/09Russia: imminent crisis
- 20/01/09Good Bad Bank and Bad Bad Bank
- 29/01/09Oh dear oh dear - come-uppances in the credit crisis. Part One: capital protectionism
- 11/02/09Fatal Nexus - the credit crisis and government finance
- 16/02/09Europe: two crises for the price of one
- 02/03/09Eastern Europe: currency pegs - the next leg down
- 12/03/09Some somewhat good news
- 13/03/09QE'd
- 20/03/09China - can its middle-class save the day?
- 24/03/09New Zealand - on the turn
- 27/03/09US housing market - when will it bottom?
- 02/04/09Wave of corporate failures to come
- 07/04/09Unsustainable
- 14/04/09Thailand's volcano - more eruptions to come
- 24/04/09Thoughts on recovery
- 11/05/09Logical flaws in the Panglossian state of things
- 13/05/09High frequency liquidity indicators
- 18/05/09The issue of solvency
- 27/05/09Doomsday for the US dollar?
- 27/05/09Doomsday for the US dollar?
- 27/05/09North Korea: it's Iran that matters
- 11/06/09Japan - oh so long ago
- 11/06/09Japan - oh so long ago
- 23/06/09US - the price of denial
- 24/06/09A climate change for investors
- 08/07/09Hurdles ahead
- 05/08/09De-lipsticking the pig
- 05/08/09De-lipsticking the pig
- 11/08/09US employment: signs of recovery?
- 12/08/09Wonton China
- 13/08/09Czech Republic - better than most
- 17/08/09Israel - an early riser?
- 18/08/09Mexico - downgrading Mexico
- 19/08/09UK - Cameron's Conservatives: grounds for optimism?
- 29/09/09Bubble, bubble, toil and trouble
- 01/10/09US - dollar dilemma
- 05/10/09Funding the banks
- 07/10/09Europe - water melons don't bounce
- 07/10/09Central banks - the pitfalls of exit strategies
- 13/10/09Latvia - a loose peg
- 14/10/09US - the conundrum of the wall of money
- 20/10/09Gray anatomy of bubbles
- 23/10/09Insatiable desires for unrepeatable histories
- 28/10/09High frequency liquidity indicators
- 05/11/09The alphabet of a bubble
- 16/11/09South Africa - fiscal failure
- 17/11/09China - bubble, bubble, toilet trouble
- 17/11/09UK gilts and the liquidity buffer
- 20/11/09Europe - the coming fiscal war for the euro
- 26/11/09Creditless bubbles and logical fallacies
- 03/12/09Copenhagen - dumb frogs in hot water
- 04/12/09Brazil - the hidden fiscal flaws
- 04/12/09Japan - to QE or not to QE? - that is the question
- 07/12/09Unstable thoughts
- 17/12/09US - deleveraging still to come
- 18/12/092010 - a nastygram
- 11/02/09Update: US bailout plan - yet another
- 13/02/09Update: ZIRP, QE and government bonds
- 20/02/09Update: Currencies - beyond the yen
- 19/03/09Update: The Fed and QE
- 19/03/09Update: European sovereign debt calls
- 26/03/09Update: IMF funding folly
- 02/04/09Update: Food commodities
- 03/04/09Update: The IMF exclusion zone
- 24/04/09Update: UK public finances - what a shocker!
- 29/04/09Update: Flexible credit for all?
- 08/05/09Update: US - not so stressful
- 18/05/09Update: India - the positives and negatives
- 22/09/09Update: Food commodities
- 28/09/09Update: Germany - victory for centre-right
- 30/10/09Update: Dubai's debt debacle
- 09/12/09Update: Greek debt crisis
- 15/12/09Update: Inflating rice