Monthly Archives: September 2014

US Dollar and GB Pound update

First, a recap of what I said a month ago.  Full post here. 4 August 2014: “So, the US $ is to collapse, so say the inflationistas, the gold bugs, the Anderson shelter types etc. Yet the $ index, against … Continue reading

Posted in Asset allocation, Currencies, Investing | Tagged , , , , ,

#TurningJapanese

A theme I have written of many times, during the last few years, is how we, in the West, may be #turningjapanese.  What this refers to is Japan’s lost TWO decades between 1989 and 2012 when Japan had Deflation and … Continue reading

Posted in Asset allocation, Depression, House prices, Investing, Japan, ZIRP | Tagged ,