Bank of England’s Inflation Report Provides No Cheer for the British Pound

(This is an excerpt from an article I originally published on Seeking Alpha on June 4, 2012. Click here to read the entire piece.) I have followed the Bank of England’s quarterly Inflation Report since November, 2009 as a way to gain insight into the UK economy and the prospects for the British pound (FXB). … Read more

Austerity Under Fire: One of Several Economic Drags on the U.K. Versus the U.S.

(This is an excerpt from an article I originally published on Seeking Alpha on April 30, 2012. Click here to read the entire piece.) As recession descends across Europe, fiscal policies have received extra scrutiny. Austerity measures have been promoted as keys for long-term economic stability but the necessary short-term pains have been understated. Without … Read more

Bernanke Describes A Critical Juncture Where Economic Prospects Pivot On Long-Term Unemployment

(This is an excerpt from an article I originally published on Seeking Alpha on March 27, 2012. Click here to read the entire piece.) As conditions ripen for a bottom in housing in 2013, I am more frequently reviewing the on-going dynamics of the unfolding recovery in employment. The rates of unemployment and under-employment, and … Read more

From Silicon Valley to Florida – Two Extremes In A Recovering Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on March 19, 2012. Click here to read the entire piece.) I still believe that a bottom is coming for housing in 2013. Some areas of the country, like the Silicon Valley area of Northern California, have already left a bottom far … Read more