We offer the following samples of our work. You can click on the links at right to view samples from a particular category.
Goldman, Greece And Government Audio link to conference call Webcast
A transcript of the April 29, 2010 conference call.
Bond Returns In The Last High-Inflation Era
A look back at history offers a guide for the inevitable outburst of inflation following excessive monetary stimulus.
Are Higher Rates Sending A Signal Audio Link To Conference Call Webcast
A transcript of the January 14, 2010 conference call.
Inflation Prevention Via Dysfunctional Commercial Banks
The battle against future inflation rests with the commercial banking system’s failure to convert excess reserves into credit.
When Will The Banks Start Lending? Audio Link of Conference Call
A transcript of the January 15, 2009 conference call.
The Latest On Credit And Deleveraging Audio Link of Conference Call
A transcript of the November 20, 2008 conference call.
Understanding What Happened Audio Link of Conference Call
A transcript of the September 22, 2008 conference call.
Petroleum And Credit Markets Audio Link of Conference Call
A transcript of the June 12, 2008 conference call.
The Latest On The Credit Crunch And Commodity Speculation Audio Link of Conference Call
A transcript of the May 15, 2008 conference call.
Government and Financial Markets
In this study, we look at how Government affects the financial markets. We find that the movement of the CRB and the number of pages in the Federal Register are closely correlated. Also, the financial markets perform better when the Government is divided among political parties as opposed to being unified under one party. Gridlock is bullish!
The Latest On The Credit Crisis Audio Link of Conference Call
A transcript of the March 20, 2008 conference call.
Update On Canadian Markets
The Canadian dollar is positioned to challenge its November 2007 high barring a reversal of American monetary policy.
Hedge Funds are not the Enemy
The Fed is well-aware that a high concentration of capital available to hedge funds is in the hands of a small group of prime brokers, most of whom have their own products or proprietary trading desks competing directly against their customers, but are they doing anything about it? Perhaps government efforts would be better spent breaking up this oligopoly instead of regulating hedge funds directly.
ABX For Dummies
The ABX indices are among the most-watched and most misunderstood markets today. What follows is “A Dummies’ Guide to the ABX Indices,” intended for non-ABX users. Some concepts have been simplified for the sake of clarity.
TIPS, Treasuries And Insurance
The low TIPS breakeven rate of inflation can be explained by the relative value of financial crisis insurance relative to inflation insurance.
Special Report – The View From Shanghai: China Monitor
This is the fourth in a weekly series of Special Reports about China, its markets and economy by Hugh Peyman, founder of Research-Works, the leading independent research firm in Shanghai. The China Monitor attempts to give readers a clear picture of the Chinese economy in just 20 minutes a month.
The View From Shanghai: Why Being Wrong Will Not Matter
This is the third in a weekly series of Special Reports about China, its markets and economy by Hugh Peyman, founder of Research-Works, the leading independent research firm in Shanghai. In this installment: US and other foreign investors are insulated from any meltdown in Chinese markets. There will be minimal lasting impact on global markets. The economy is what matters and that has so many strong trends that even after a market meltdown we would expect it to remain resilient. This is what matters for foreign investors: whether China can continue to supply growth to world demand. It can.
The View From Shanghai: So Where is the Chinese Market Going?
This is the second in a weekly series of Special Reports about China, its markets and economy by Hugh Peyman, founder of Research-Works, the leading independent research firm in Shanghai. This installment attempts to shed some light on where the Chinese market is heading.
Updating Our Outlook Audio Link of Conference Call
A transcript of the May 17, 2006 conference call.
U.S. Investments Abroad
A series of charts details the net purchases of foreign assets by the U.S. Are these flows dictated to any degree by currency movements or the relative returns between countries?
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