Articles
by Steven Saville
Can The Fed Help the US Economy? - 04 October 2010
How Hyperinflation Really Happens - 28 September 2010
Devaluating The Dollar - 21 September 2010
Gold As Money - 14 September 2010
Gold Stocks – The Long-Term Perspective - 31 August 2010
Approaching The Point Of Recognition? - 24 August 2010
Print, Baby, Print! - 17 August 2010
The Depression Outlook, Revisited - 10 August 2010
What Is Gold Really Worth? - 03 August 2010
The Decade Cycle - 27 July 2010
Economists Don’t Understand Money - 20 July 2010
Re-Visiting The China Story - 14 July 2010
The Bad-Policy Spiral - 29 June 2010
The Post-Bubble Recriminations Ramp Up - 25 May 2010
Gold & Silver Update - 17 May 2010
Beware Of Analysts Bearing Equations - 27 April 2010
Explaining Gold Price Fluctuations - 20 April 2010
Measuring The Money Supply - 23 March 2010
Are Rising Interest Rates Bullish Or Bearish For Gold? - 16 March 2010
Diverting The Blame For Inflation - 08 March 2010
Peak Gold, Central Banker Confusion - 02 March 2010
The Too Big To Fail Lie (As Applied To US Banks) - 23 February 2010
Monetary Inflation And The Fed's Exit Strategy - 15 February 2010
Gold Stocks versus Gold Bullion - 02 February 2010
Interest Rate Manipulation - 19 January 2010
Thoughts On Monetary Inflation - 12 January 2010
Recognition Of The US Inflation Problem - 15 December 2009
Dubai, Inflation And Gold - 08 December 2009
The Stock Market’s Lengthy Topping Process - 24 November 2009
Why Changes In Gold Production Don't Matter - 10 November 2009
Bank Reserves And Inflation - 03 November 2009
The Long Run Is A Sequence Of Short Runs - 27 October 2009
Popular Misconceptions - 20 October 2009
Gold And Saving - 13 October 2009
The Credit-Based Monetary System - 29 September 2009
Mini Inflation Blow-Off - 22 September 2009
Is This The Top For The Gold Sector? - 16 September 2009
Gold Money vs The Monetary Ambitions Of Governments - 08 September 2009
The Inflation Process - 01 September 2009
Bank Reserves And Inflation - 25 August 2009
Withdrawing The Stimulus - 11 August 2009
Getting Some Things Straight Regarding China - 04 August 2009
Gold Stocks: The Big Picture - 28 July 2009
M3's False Signal And The Japan Myth - 21 July 2009
Inflation: Expectations And Effects - 07 July 2009
The Government Bubble - 16 June 2009
Money Confusion & Inflation/Deflation - 02 June 2009
Thoughts On The Gold Standard, Risk & Speculation - 26 May 2009
Why We Are Gold Bulls - 19 May 2009
Everyone Is Wrong, Again (Except The Gold Bulls) - 12 May 2009
Central Planning Is Back In Vogue - 05 May 2009
The Effects of Inflation - 28 April 2009
Greenspan's Mistake - 14 April 2009
What's Happening ON The Inflation Front? - 07 April 2009
Gold: The Big Picture - 24 March 2009
Market Value, Money & Credit - 17 March 2009
Sentiment In The Gold, Stock & Commodity Markets - 10 March 2009
Depression & Inflation - 03 March 2009
Arguments Against The Depression Outlook - 23 February 2009
The End Of An Era - 16 February 2009
The Coming Great Depression - 10 February 2009
The Inflation-Deflation Debate - 02 February 2009
It’s ONLY A Gold Bull Market - 27 January 2009
Loan Defaults, Deflation & Bonds - 20 January 2009
Bear Market Comparison - 13 January 2009
Monetary Delays - 07 January 2009
Gold Stocks During The 1930s - 04 January 2009
The Next Bubble To Burst - 16 December 2008
Deflation & Counterfeiting - 09 December 2008
Increasing Instability - 02 December 2008
Political Pragmatism / Evaporating Wealth - 25 November 2008
Gold: Is there A Valid Bearish Argument? - 18 November 2008
The Paradox of Thrift - 11 November 2008
Long-term Outlook For Commodities - 06 November 2008
Inflation Watch - 30 October 2008
Trying To Get Something For Nothing - 23 October 2008
The Financial Crisis Will Soon Abate, But... - 16 October 2008
Inflation’s New Upward Trend - 09 October 2008
Disastrous Policies - 25 September 2008
The Real Interest Rate - 17 September 2008
Bernanke Has Kept His Helicopters Grounded...So Far - 11 September 2008
Gold Supply And Demand - 04 September 2008
The Coming Deflation Scare - 30 August 2008
Gold And The Money Supply - 21 August 2008
The US$ & The Gold Sector - 14 August 2008
The Difference Between Good Money & Bad Money - 31 July 2008
Money, Credit, Inflation & Deflation - 24 July 2008
Gold Stocks - 17 July 2008
Government Spending & Inflation - 10 July 2008
The 1973 Model - 03 July 2008
Returning To Gold Money - 19 June 2008
TMS or M3? - 10 June 2008
The Stock Market’s Secular Trend - 05 June 2008
Monetary Stuff - 28 May 2008
Bonds And Interest Rates - 20 May 2008
Gold vs Industrial Commodities - 15 May 2008
Credit Contraction, Economic Bust & Deflation - 01 May 2008
The Decade Cycle - 24 April 2008
Commodities: The Topping Process Continues - 17 April 2008
Is The Fed Deflating? Update - 06 April 2008
More On Gold Stocks Versus Gold Bullion - 28 February 2008
Gold Stocks vs. Gold Bullion: The Pressure Builds - 20 February 2008
Quick Updates On Coal & Base Metals - 12 February 2008
The Sub-Par Performance Of Gold Stocks - 05 February 2008
A Stock Market Bottom - 29 January 2008
Bad Economics - 23 January 2008
Gold Sector Update: No Speculative Froth, Yet - 15 January 2008
Elephants And Market Stabilisers - 08 January 2008
Industrial Commodities Update - 03 January 2008
What To Do About Gold Stocks? - 18 December 2007
China’s Currency Problem - 14 December 2007
Exploration-Stage Gold Stocks - 04 December 2007
Industrial Metals In Nominal (Dollar) & Real (Gold) Terms - 26 November 2007
Which Market Is Wrong? - 20 November 2007
Stock Market Notes - 13 November 2007
The Secular Bear Thesis Re-Visited - 23 October 2007
Commodities And The Crack-Up Boom - 16 October 2007
Fed Rate Cuts And The US$ - 09 October 2007
Gold Risks: The COT & The Dollar - 03 October 2007
Not A Good Time To Be A Govt Price Fixer - 25 September 2007
Inflation: Not A Monetary Phenomenon After All? - 18 September 2007
Gold And The Fed - 11 September 2007
Random Thoughts On Stocks, Debt And Gold (September 4, 2007)
Thoughts On Currencies And The Gold/Silver Ratio (August 28, 2007)
Looking Forwards By Looking Backwards (August 21, 2007)
Inflation And The Base Metals (August 14, 2007)
Gold And Gold Stocks (August 9, 2007)
The Long-Term Bond Bear (July 29, 2007)
The Commodity Super Cycle and the Effects of Inflation (July 17, 2007)
The Commodity Super Cycle (July 11, 2007)
Some Stuff About Gold (June 26, 2007)
Cutting Through the Bull (June 20, 2007)
The Bearish Bond Divergence (June 12, 2007)
Equities, Inflation and Gold (May 29, 2007)
Why the US$ will rally (May 22, 2007)
The Yen Carry Trade (May 15, 2007)
Currencies and Equities (May 8, 2007)
Gold Stocks' Leverage (or lack thereof) (May 1, 2007)
The Bond Bear (April 24, 2007)
Focus on the disease, not the symptom (April 16, 2007)
Is the Fed privately owned? Does it matter? (April 10, 2007)
Analysing the gold sector's performance (April 2, 2007)
A sustained or a momentary liquidity contraction? (March 27, 2007)
Stocks, Commodities and Inflation (March 20, 2007)
Silver versus Gold (March 12, 2007)
Sometimes it actually is different (March 3, 2007)
Inflation's non-uniform modus operandi (February 20, 2007)
The Dollar-Gold Relationship (February 13, 2007)
2007 Stock Market Outlook (February 5, 2007)
The Current Account Diversion (January 29, 2007)
Short-term interest rates and the US stock market (January 22, 2007)
Confusing the effects of inflation with real improvement (January 16, 2007)
How fast will S&P500 earnings grow? (January 8, 2007)
The 'Strong' Yuan (December 17, 2006)
The Globalisation of Finance (December 11, 2006)
The Stock Market: warning shots and spin (December 5, 2006)
A reason we prefer gold (November 28, 2007)
Are rising interest rates bullish or bearish for gold? (November 21, 2006)
Debunking the "growth leads to higher prices" argument (November 14, 2006)
Growth Causes Inflation? (November 7, 2006)
Markets about to turn the screws on the Fed? (November 1, 2006)
Inflation, Manipulation, and Long-Term Market Trends (October 24, 2006)
Base Metals and Manipulation Theories (October 9, 2006)
Gold Stock Cycles (September 26, 2006)
The Coming Industrial Metals Downturn (September 19, 2006)
A Strange Inverse Relationship (September 12, 2006)
The Gold-Oil Relationship (September 5, 2006)
Out-of-the-box thoughts on the yield curve (August 29, 2006)
The Main Flaw in the Deflation Case, Part 2 (August 15, 2006)
What is Liquidity? (August 2, 2006)
Oil: An intermediate high in US$ terms and a major high in gold terms (August 1, 2006)
Gold versus Silver and the US$ (July 24, 2006)
The main flaw in the deflation case (July 18, 2006)
US$ Fundamentals (July 12, 2006)
Gold Versus Other Markets (July 4, 2006)
Why do we have taxation? (June 20, 2006)
Gold Sector Review (June 13, 2006)
Stock Market: Valuation, Real Performance, and Warning Shot (May 30, 2006)
Understanding the Gold Bull (May 23, 2006)
Can you profit from a falling US$ by buying resource shares on non-US exchanges? (May 16, 2006)
Gold versus Oil (May 2, 2006)
Gold's Message (April 25, 2006)
Interest Rates (April 18, 2006)
Intermediate-term outlook for the US stock market (April 6, 2006)
Is the US following Japan's path? (April 3, 2006)
Problems With Price Indices (March 28, 2006)
The Non-Stop Inflation (March 21, 2006)
The long-term dollar bear (March 17, 2006)
Iran and Oil (March 7, 2006)
Silver versus Gold Debate (February 22, 2006)
The Most Misleading Words (February 15, 2006)
China and Gold (February 10, 2006)
The End Game (February 5, 2006)
Gold Sentiment (January 18, 2006)
Gold's Missing Monetary Premium (Part 2) (January 7, 2006)
The Fed's Biggest Fear (December 30, 2005)
Boom / Bust Cycles (December 18, 2005)
The most important chart in the financial world (December 9, 2005)
The Dollar and the Current Account (November 30, 2005)
Silver versus Gold (November 20, 2005)
Inflation: What, Why and How (November 15, 2005)
The Bernanke Fed (November 4, 2005)
The Long and the Short of it (October 28, 2005)
Inflation, Inflation Expectations and the Dollar (October 17, 2005)
Gold Stocks versus Oil Stocks (October 3, 2005)
Houses and Commodities (September 23, 2005)
Gold's Missing Monetary Premium (August 25, 2005)
Gold and Terrorism (August 9, 2005)
The Golden Constant (July 26, 2005)
Inflation Expectations (July 19, 2005)
The Bond Story (July 11, 2005)
Gold versus Oil (June 29, 2005)
Pegging to Gold and a 100% Gold Standard (June 23, 2005)
Euro Negativity (June 16, 2005)
The Dollar Rally: Parallels with the 1980s (June 2, 2005)
Inflation and Deflation: Why it's important to get the definitions right (May 27, 2005)
The Counter-Cyclical Nature of Gold Stocks (May 17, 2005)
Secrets of Professional Speculation (May 17, 2005)
Gold and Deflation, Part 2 (May 10, 2005)
Gold versus Commodities (April 27, 2005)
Gold and Deflation (April 19, 2005)
The Coming Deflation Scare (April 11, 2005)
Gold versus Commodities (April 6, 2005)
High-Confidence Views (March 16, 2005)
Commodities and Gold (March 3, 2005)
The Secular Trend (February 21, 2005)
The best money for long-term investors (January 21, 2005)
It's a matter of confidence (January 15, 2005)
The coming deflation scare (January 08, 2005)
Why should the dollar rally? (January 03, 2005)
Thoughts on the US dollar, asset markets and the current account (December 16, 2004)
A positive case for the stock market? (November 30, 2004)
Why the US$ is likely to rise (November 23, 2004)
The Stock Market: Why this year has not been simple (November 19, 2004)
Thoughts on Interest Rates (November 09, 2004)
Big Picture Stuff (October 20, 2004)
Gold Stock Seasonality (October 07, 2004)
Managing Inflation Expectations (October 01, 2004)
Bonds and 'Flation (September 21, 2004)
More thoughts on the synthetic dollar short theory (September 14, 2004)
Gold versus Silver (September 01, 2004)
The Real S&P500 (August 21, 2004)
Gold and the Dollar (July 28, 2004)
Gold and Interest Rates (July 16, 2004)
Investment Success and the Long-Term Gold Bull (June 29, 2004)
Gold Stocks, the Yield Spread, and the 'Hedge Fund Economy' (June 22, 2004)
The Secular Stock Market Trend (June 15, 2004)
The Deflation Threat / More thoughts on gold and interest rates (May 18, 2004)
The US$ Short Position (26 April, 2004)
Relationship between the US$ and Current Account (April 5, 2004)
Bonds and Deflation (March 27, 2004)
Silver, Deflation, Gold and Bonds (March 17, 2004)
Dollar Fundamentals and Non-US$ Commodity Prices (March 1, 2004)
A Brief Look at Cycles (February 21, 2004)
Interest Rates and Oil (December 8, 2003)
The Long-Term Dollar Bear (November 22, 2003)
Gold and the Real Interest Rate (October 25, 2003)
Central Banks, Currencies and Interest Rates (September 26, 2003)
It's all about risk tolerance (September 20, 2003)
The Commitments (September 12, 2003)
The Deficit, the Dollar and the Major Trends (September 2, 2003)
The Fed gives gold investors a green light (August 15, 2003)
Gold Stocks, Interest Rates and the US Stock Market (August 11, 2003)
The Long-Term Gold Bull (August 2, 2003)
Bonds and the Dollar (July 25, 2003)
Popular Delusions of the Monetary Kind (July 18, 2003)
Gold and the Stock Market (July 14, 2003)
The
Trend for Gold (July 1, 2003)
Has
the bear market started? (June 21, 2003)
Will
higher money supply growth help? (June 16, 2003)
Gold
Stocks and the US Stock Market (June 6, 2003)
How
are exchange rates determined? (May 31, 2003)
Currency
Exchange Rates and Gold mining Companies (May 24, 2003)
A Dose
of Reality (May 12, 2003)
War
Cycles and Peace Cycles (May 05, 2003)
The
Dollar bear and the Money Supply (April 21, 2003)
Delving
into the gold-US$ relationship (April 14, 2003)
Back
to the 70s / The Oil-Euro-Dollar Link (April 04, 2003)
Gold,
Inflation and the Dollar (March 11, 2003)
Update
on the long-term Dollar bear (February 14, 2003)
Silver
versus Gold (February 03, 2003)
What's
happening with gold stocks? (December 30, 2002)
The
Long-Term Dollar Bear (December 16, 2002)
Where's
the deflation? (December 06, 2002)
Gold
Stocks, Interest Rates and the US$ (November 14, 2002)
The
significance of the 200-DMA (November 05, 2002)
US$
downtrend to resume shortly (October 30, 2002)
Gold
Stocks and Interest Rates (October 21, 2002)
The
US Dollar / Gold versus Silver (October 07, 2002)
More
on Barrick's Hedges (September 24, 2002)
The
Inflation Problem (September 20, 2002)
Risky
Business (some thoughts on Barrick's hedge programme) (September 13,
2002)
Gold
and Deflation (September 06, 2002)
Stock
Market Sentiment and Gold Market Manipulation (August 23, 2002)
Stocks
and Gold (August 14, 2002)
Back
to the 70s (August 02, 2002)
Learning
From History (July 19, 2002)
Plunge
Protection (July 03, 2002)
The
1970s Road Map (June 15, 2002)
Gold
and Currency Trends / 2 + 2 Still Equals 4 (June 08, 2002)
Gold
and Platinum - A New Era (May 24, 2002)
Gold,
Silver and the Dow (May 14, 2002)
Japan
and Gold (April 29, 2002)
Gold
versus Commodities (April 22, 2002)
Platinum
versus Gold / Considerable Slack (April 15, 2002)
Cash
on the Sidelines (April 05, 2002)
What
drives the prices of gold and gold stocks? (March 25, 2002)
Bond
crash to continue in 2002 (March 11, 2002)
The
Stock Market and the Economy (March 04, 2002)
Stock
Market Themes (February 25, 2002)
Gold,
the COT and Paper Money (February 10, 2002)
The
Euro - a viable alternative? No way! (January 28, 2002)
Gold
Ratios (January 14, 2002)
The
Inflation Mask (January 07, 2002)
What's
happening with the Yen? (December 31, 2001)
Bond
Crash! (December 10, 2001)
Gold
and the Dollar (December 05, 2001)
The
'Real' Real Interest Rate (November 26, 2001)
Stocks,
Bonds and the Marketing of Gold (November 19, 2001)
Full
Steam Ahead for the USS "Inflation" (November 05, 2001)
The
Price We Pay (October 30, 2001)
Stocks,
Bonds and the Dollar (October 22, 2001)
The
Next Great Bull Market (October 16, 2001)
The
Deflation Fighters (October 08, 2001)
Inflation
and the Race to the Bottom (October 01, 2001)
Gold
and the Dollar, Post Disaster (September 16, 2001)
The
Trend Towards Higher Inflation (September 04, 2001)
Bubble
Trouble (August 27, 2001)
Manipulation
Versus Natural Market Forces (August 20, 2001)
Money
Matters (August 07, 2001)
Credit
Bubbles and Peso Problems (July 25, 2001)
Gold
and Interest Rates (July 16, 2001)
Inflation,
Stocks and Gold (June 08, 2001)
The
Inflation Tide (June 01, 2001)
Gold
- A Major Trend Change (May 21, 2001)
Bubble-omics
(May 18, 2001)
Dollar
Dilemma (May 07, 2001)
Inflation
Update (April 30, 2001)
Inflation
- the Cornerstone of our Monetary System (April 18, 2001)
The
Fed and the Dollar (April 11, 2001)
Gold
and the Currencies (March 28, 2001)
The
Liquidity Trend (March 20, 2001)
Currencies
and Sentiment Indicators (March 13, 2001)
Inflation,
Bonds, the Dollar and Gold Stocks (February 21, 2001)
Gold,
Deflation and the Fed (February 17, 2001)
Inflation
- From High to Higher (February 02, 2001)
Year
2001 Forecast (January 30, 2001)
The
Bubble Continues! (January 17, 2001)
Gold
and the Dollar - The Big Picture (January 10, 2001)
The
US Economy - Is It Really That Bad? (January 01, 2001)
The
Gold Money (December 05, 2000)
The
Fall and Fall of the Euro (November 29, 2000)
The
2001-2002 Recession (November 17, 2000)
Fixing
the Price of Money (November 01, 2000)
Gold
- Popular Misconceptions (October 2000)
The
Dollar, the Euro and Gold (September 2000)
In
Real Terms (June 1999)
Gold,
Inflation and the Internet (May 1999)
The
Debt Bubble (March 1999)
A
Monetary System Out of Order (February 1999)
Inflation
- The Choice of Governments Worldwide (January 1999)
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