Economic Analysis
Economic and financial commentary by Truman Factor’s staff and contributing analysts.
The Insider’s Economic Dictionary – Part A
How a society defines economic terms and relationships will determine who controls it…
That Pesky Marketplace – A Political Fable
When the financial markets no longer reflect the human condition, authorities must answer to true power – the marketplace.…
Germany sides with China in solar trade dispute with EU
The anti-dumping case has emerged as a test of whether the EU can maintain a unified trade policy.…
The Biggest Loser Wins
A currency war is different from any other kind of conventional war in that the object is to kill oneself.…
The Dollar is Going Up
Right now, everyone is on the same side of the trade: long equities. This is dangerous...…
Volume Triage
We think Tim Geithner (with Bill Dudley as an alternative) will take over the Fed when Ben Bernanke steps down next January, and it seems by all indications that the table is already being set.…
The Last Contango Basis Report 21 Apr, 2013
Did the price of paper gold (futures) divorce from the price of physical gold?…
Gold in the Crosshairs
When the reign of "king dollar" finally comes to a belated end, let's hope all the gold we allegedly have stored in Fort Knox is actually there.…
