• Houses most overvalued in Australia and Hong Kong, most undervalued in Japan 15 Mar 2011
• Chart of the Day: Homes in Australia and Hong Kong overvalued, in Japan and Germany undervalued 22 Oct 2010
• Edward Harrison’s Ten Surprises for 2012 5 Jan 2012

• Deleveraging Will Continue Apace 16 Jul 2010
• Consumer credit down, but does it show deleveraging? 7 Nov 2009
• Data on past consumer deleveraging during recessions 9 Oct 2009

• Canadian and Australian Dollars as Reserve Assets 22 Jun 2010
• Scotia Bank: Canadian dollar strength “driven by U.S. efforts to export its years of profligacy” 14 Oct 2010
• Transferring Swedish bank risk onto Latvian taxpayers 9 Jul 2009

• Edward Harrison’s Ten Surprises for 2012 5 Jan 2012
• Byron Wien’s Ten Surprises for 2012 4 Jan 2012
• Byron Wien’s Ten Surprises for 2011 3 Jan 2011

• Byron Wien’s Ten Surprises for 2012 4 Jan 2012
• Byron Wien’s Ten Surprises for 2011 3 Jan 2011
• Video: Edward Hugh at the LSE on the Internet and Credit Crisis 16 Feb 2011

• ECB’s Long-Term Repo Operation 20 Dec 2011
• The ECB Long-Term Repo Operation is about price not quantity 21 Dec 2011
• IMPORTANT: Long-term interest rates are a series of future short-term rates 26 Sep 2011

• This is why a global slowdown will hit by summer 18 May 2011
• Some Thoughts On The Debt Dynamics In Europe 13 Jan 2011
• Some Thoughts On The IMF And Europe 1 Dec 2010

• Full text: Moody’s downgrades Spanish sub-sovereigns; negative outlook 19 Oct 2011
• Full Text: Moody’s: Outlook for Ireland’s banking system remains negative 21 Nov 2011
• Full text: Moody’s downgrades Italy’s government bond ratings to A2 with a negative outlook 4 Oct 2011

• EU Summit Kicks Off, Euro Up 16 Dec 2010
• After the EU summit what is the likely to be the next focus for markets? 28 Oct 2011
• Underwhelming Policy Response Continues 17 Aug 2011

• Concerns Over Monetary Policy And Other Links 9 Jul 2010
• US monetary policy and the saving glut 23 Mar 2011
• Monetary Policy and the Future of China 17 Sep 2011

• Houses most overvalued in Australia and Hong Kong, most undervalued in Japan 15 Mar 2011
• Chart of the Day: Homes in Australia and Hong Kong overvalued, in Japan and Germany undervalued 22 Oct 2010
• China Approves Hong Kong Monetary Authority to Buy Chinese Securities 2 Nov 2010

• Coal News: Australia’s Carbon Tax Battle and How Natural Disasters Are Pushing Prices Up 26 Apr 2011
• The World’s Supply and Demand for Coal 19 Jun 2011
• China’s coal problem 19 Apr 2011

• Australia is set for a slowdown 9 Jul 2008
• Australia: housing slowdown? 3 Jul 2008
• Houses most overvalued in Australia and Hong Kong, most undervalued in Japan 15 Mar 2011

• Three Political Events that Should be on Your Radar 25 Oct 2011
• The Shape of Bulgarian Things to Come 20 Aug 2010
• Hussman: Four Things To Look For As A Harbinger of Recession 14 Jun 2010

• China’s coal problem 19 Apr 2011
• Coal News: Australia’s Carbon Tax Battle and How Natural Disasters Are Pushing Prices Up 26 Apr 2011
• 3000 billion tons of coal off Norway’s coast 2 Mar 2011

• China’s coal problem 19 Apr 2011
• Gasland and Natural Gas Drilling 26 Feb 2011
• Fracking and China’s quest for natural gas 21 Apr 2011

• Irish property dam about to burst 1 Jun 2008
• Grantham’s comments on the Australian housing time-bomb and other links 16 Jun 2010
• On The West Losing Turkey, An Australian Housing Bubble And Other Links 17 Jun 2010

• Currency crisis is gathering storm 25 Oct 2008
• Rosenberg: Sub-2% long term bond yields 30 Jun 2010
• The Long Run Dollar Outlook 12 Feb 2010

• Latest Pressure in Emerging Markets for Rate Hikes in Indonesia 3 Aug 2010
• Barring Upside Employment Surprise, Dollar May Fall 2 Jul 2010
• Make Markets Be Markets: The Doom Loop 4 Mar 2010

• Chart of the day: bear market history 7 Jul 2008
• Chart of the day: FTSE 1800-2007 16 Jun 2008
• Byron Wien: Ten Surprises for 2007 and 2008 5 Jan 2010

Exit polls show Gillard as the winner. Here is the Taiwanese animated version of recent Australian politics. Enjoy.

• Taiwanese Animation – Google: Just Be Evil 20 Aug 2010
• Taiwanese animation: Microsoft as Obi-Wan to Apple’s Vader. Where’s Skywalker? 23 Jul 2010
• Taiwanese Animation: How JetBlue flight attendant made an emergency getaway 12 Aug 2010

• Taxes, Taxes, Everywhere 11 Jun 2008
• Time to Cut Taxes? 4 Nov 2009
• Are US corporations feeding at the trough of low taxes? 25 Aug 2008

• More thoughts on the switch from dollars as reserve currency 24 Mar 2009
• China to diversify out of U.S. dollars 6 Sep 2009
• Why are the Swiss now issuing debt in U.S. Dollars? 2 Feb 2009

• Links: 2010-03-08 – Decline in income, Australian housing bubble and more 8 Mar 2010
• Grantham’s comments on the Australian housing time-bomb and other links 16 Jun 2010
• Links: 2010-02-19 – Canadian housing bubble, Brazilian bonds and more 19 Feb 2010

• Links: 2010-03-08 – Decline in income, Australian housing bubble and more 8 Mar 2010
• Links: 2010-02-18 – fallacies of composition, housing bubbles, taxes and more 18 Feb 2010
• Night time Links: 2009-08-28 28 Aug 2009

• BBH Special FX: Dollar Lifted by Woes in Rest of the World 22 Apr 2010
• China: reflation play spells trouble for rest of the world 3 Nov 2009

• Eurozone imbalances weaken trust in the euro and undermine euro area cohesion 24 Jan 2010
• The Sarko Euro Rampage Leak and Maxi Euro Devaluations 14 May 2010

• Royal Bank of Canada: time for takeover talks 14 Jun 2008
• Bank of Canada blames Geithner for financial mess 24 Apr 2009
• You Like the Greenback, You Might Like Canada More 11 Mar 2010

• Eurozone imbalances weaken trust in the euro and undermine euro area cohesion 24 Jan 2010
• The Sarko Euro Rampage Leak and Maxi Euro Devaluations 14 May 2010

• Jeremy Grantham: Overheating in China, speculative rallies and fair value 27 Jul 2009
• Popping bubbles 7 Jul 2009
• All bubbles are equal, but some bubbles are more equal than others 10 Nov 2009