Or more precisely, one of this year’s Nobel Prize winners in Economics seems to disagree with parts of the analysis Nouriel and I have been putting forward. It seems like Nouriel and I don’t underst…

Listen to one Chinese fund manager in this morning's Wall Street Journal:  "Mr. Zhu (who helps manage US dollar investments for the Bank of China) expresses confidence in the US dollar and the health…

Fitzgerald now has an office above the TREASURY Starbucks?!? UPDATE: Guess not.  Fitzgerald is still across the street from the Treasury Starbucks.And Bill Gross is hip.  He is a BLOGGER. He does not…

One of the things that has fascinated me is that US-Latin America relations have soured so much under Bush's watch.  I think I am fascinated in part because I don't really buy the standard explanatio…

Tyler Cowen has argued that big shocks come when markets are surprised, and, right now, no one would be surprised by a dollar decline.  People like me (and others with a wee bit higher profile) have …