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The PolyCapitalist

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  • Upsetting The Apple-Cart: Google Just Torpedoed The iPhone's Profit Margins
    on Nov. 21, 2012 AAPL, GOOG 98 Comments
  • Why Italy Isn't In Such Bad Shape, But The U.S. And U.K. Are
    on Oct. 2, 2012 AGG 2 Comments
  • Book Review: Private Empire - Exxon Mobil And American Power
    on Jul. 7, 2012 XOM 22 Comments
  • U.S. Dollar Bears Will Remain On The Run In 2012
    on Jan. 4, 2012 UUP, UDN, UDNT 5 Comments
  • As The Euro Rolls Over, Why Hasn't Gold Rocketed?
    on Dec. 14, 2011 IAU, EUO, EU 18 Comments
  • World's Most Dangerous Banks And Their Host Countries
    on Nov. 11, 2011 C, BAC, BK 7 Comments
  • Is The Bernanke Put Kaput?
    on Sep. 23, 2011 GLD 12 Comments
  • Lehman Part Deux: The Dexia Domino And Belgium's Caretaker Government
    on Sep. 12, 2011 EUFN, EUO, EU 7 Comments
  • Book Review: 'Sustainable Wealth' By Axel Merk
    on Aug. 30, 2011 EUO, EU, UUP Comment!
  • Book Review: The Bed Of Procrustes By Nassim Nicholas Taleb
    on Aug. 29, 2011 1 Comment
  • Gold: Full Steam Ahead to $2,000/oz.
    on Aug. 8, 2011 GLD, IAU, SGOL 17 Comments
  • How to Fix Our Optimism Deficit: Limited-Purpose Banking
    on Jul. 12, 2011 DIA, SPY, QQQ Comment!
  • European Debt Crisis: Why Greece Holds All the Cards
    on Jun. 21, 2011 ERO, EU, FXE 6 Comments
  • Why Greece Will Default Soon and What Happens Next
    on May. 31, 2011 SCGLF, DB, EUFN 8 Comments
  • How to Play the 'Reprofiling' of Greek Debt via ETFs
    on May. 17, 2011 EUO, EU, FXE 2 Comments
  • Protecting Against 'Financial Repression'
    on May. 10, 2011 TBT, TMV, FXF 5 Comments
  • Identifying Investment Implications of Bin Laden's Death
    on May. 8, 2011 PKTMF, FRN, ETF 3 Comments
  • Which Currencies Benefit on Rumors of Greece Dropping the Euro?
    on May. 6, 2011 UUP, UDN, EUO 9 Comments
  • 4 Points to Consider Before Placing Your Bet on Japan
    on Mar. 18, 2011 YCS, EWJ, EZJ Comment!
  • The Buck Stops Here: Housing Price Trends and the Economic Outlook
    on Jan. 30, 2011 ITB, IYG, SRS 37 Comments
  • U.S. - China Currency War: Should the U.S. Fight Back by Defaulting?
    on Jan. 24, 2011 CYB, CNY, UUP 19 Comments
  • Greenspan Advocates a Gold Standard: For Now, Expect Near-Term Declines
    on Jan. 23, 2011 GLD, SGOL, IAU 16 Comments
  • Are the CBO's U.S. Debt Burden Projections Overly Optimistic?
    on Jan. 16, 2011 TBT, IEF, IEI 7 Comments
  • Timing the Inevitable Decline of the U.S. Dollar
    on Jan. 9, 2011 UDN, UUP, EUO 7 Comments
  • China: Soft Landing or Bubble Bursting in 2011?
    on Dec. 31, 2010 GXC 13 Comments
  • Will 2011 Be the Year of Android?
    on Dec. 30, 2010 GOOG, AAPL, MSFT 25 Comments
  • Maverick Fed Governor Hoenig: Too Big to Fail Is Alive and Growing
    on Dec. 5, 2010 XLF, GS, BAC 9 Comments
  • The Biggest Loser in Ireland's Ongoing Debt Crisis
    on Dec. 2, 2010 FXB, EUO, UUP 8 Comments
  • European Debt Crisis: 'We’re Not Greece!,' 'We’re Not Ireland!,' 'We’re Not Portugal!'
    on Nov. 28, 2010 EUO, EUFN, GLD 13 Comments
  • Auf Wiedersehen iPhone
    on Oct. 24, 2010 AAPL, MSFT, GOOG 112 Comments
  • Why Do Governments Still Own So Much Gold?
    on Oct. 11, 2010 GLD, IAU, SGOL 15 Comments
  • Bank of Japan Intervention: What Happened Last Time? What's Next?
    on Sep. 15, 2010 GLD, SGOL, IAU 1 Comment