Paul Brodsky

Another Perspective

Another Perspective

Why and how the global monetary system is failing, why it is too late to stop, what will come next, and why the crisis is only financial – not commercial.

 Paul Brodsky

The State of Play: Statists at Play

The State of Play: Statists at Play

Kirchner’s declaration that the action is a “recovery of sovereignty and control” should further remind observers and investors that those in power ultimately rely on maintaining and obtaining access to natural resources.

 Paul Brodsky

On shadow banking

On shadow banking

It is important to distinguish between leveraged and unleveraged non-bank lenders, both investors and both implicitly «shadow banks».

 Paul Brodsky

BB Gun: A Critical Analysis of Ben Bernanke’s Lecture Last Week

BB Gun: A Critical Analysis of Ben Bernanke’s Lecture Last Week

A critical response by Chairman Bernanke would be welcomed…

 Paul Brodsky

Golden Boy

Golden Boy

We think it is imprudent to advise legitimate savers to invest in levered financial assets.

 Paul Brodsky

An Adult Approach – II (Defining Relative Real Value)

An Adult Approach – II (Defining Relative Real Value)

In this piece we seek to provide a truer sense of money, inflation and real value today, all of which seem grossly misunderstood in the marketplace.

 Paul Brodsky

An Adult Approach – I (Investing in a Vulgar Age)

An Adult Approach – I (Investing in a Vulgar Age)

We argue that indebted governments have ceded power to banking systems without conscience or public accountability.

 Paul Brodsky

Gold in Perspective

Gold in Perspective

Any sell-off in gold futures or other derivative claims serve the physical gold buyer’s interest and the interest of investors in shares of gold miners looking to accumulate in-ground physical gold.

 Paul Brodsky

Plastics

Plastics

Fundamentals and incentives point the way to an optimistic outcome for the majority.

 Paul Brodsky

[AUDIO] The Seeds of Our Destruction Were – And Still Are – Sown in the Bond Markets

[AUDIO] The Seeds of Our Destruction Were – And Still Are – Sown in the Bond Markets

Paul Brodsky thinks our credit system is so far out of control that it will cause a massive – and largely unavoidable at this point – devaluation of the US dollar (and most other fiat currencies, as well).

 Paul Brodsky

A Fund Manager´s Take On The Protesters on Wall Street

A Fund Manager´s Take On The Protesters on Wall Street

The kids downtown are credible and the “vocal fringe” is actually representing a disenfranchised majority that is quickly growing disenchanted with “reasonable centrism.”

 Paul Brodsky

Thoughts on the Fed’s Twist

Thoughts on the Fed’s Twist

The Twist in essence reduces to a bank subsidy.