Merk Investments - Publications

Chronological selection of our publications -- you will find newer articles by reading the Merk Insights.

The Fed opts for growth, ignoring imbalances and inflation - June 1, 2005 [english]
"The Fed is in its 8th inning."

U.S. Current Account Deficit may hit $900 billion next year - May 26, 2005 [english]
"We are running the risk that an accident will happen."

Merk Investments Launches Merk Hard Currency Fund - May 17, 2005 [english]
Mutual fund seeks to protect against a declining US dollar relative to other currencies.

The Fed Embraces Public Perception in Place of Sound Monetary Judgment to Set Policy - 18 April 2005 [english/german]
The Fed's focus on transparency has unintended consquences.

Greenspan: "We can guarantee cash, but we cannot guarantee purchasing power!" - 16 February 2005 [english]

Gridlock on Social Security reform will contribute to Dollar devaluation

Bush and Greenspan as Catalysts to a Weaker Dollar - 20 January 2005 [english/german]
US policies fostering a weaker Dollar firmly in place.

China meets Europe - 28 November 2004 [english/german]
Motivation and Implications for the World Economy.

The Emperor's New Clothes - 6 October 2004 [english/german]
There are no secrets about the risks faced by the global economy.

New chapter in inflation/deflation battle - US economy setting up for recession - 12 August 2004 [english/german]

The ecnomic stimulus has run out, and the US economy has no traction.

Newsletter Q2 2004 - Who is Rational - Consumers or Businesses? - 1 July 2004 [english/german]

Consumers and the US government are increasing and shortening the duration of their debt, whereas businesses continue to reduce their debt while lengthening duration.

Spaten shareholders approve cooperation with Interbrew by a margin of over 99% - 22 April 2004 [english/german]

One of Germany's largest purchases by Insiders.

Newsletter Q1 2004 - A Storm is brewing: Election Chatter or Real Trouble Ahead? - 1 April 2004 [english/german]
The stock market resembles that of 1930 and 1973.

BMW bets on a stronger dollar - a fatal mistake - 18 March 2004 [english/german]

Spaten's Transformation from a Limited Partnership to a Corporation - 18 March 2004 [english/german]
- The current structure is outmoded.

Merk Investments quoted in the Wall Street Journal - 25 February 2004 [english]

Greenspan: "the traditional fixed-rate mortgage may be an expensive method of financing a home" - 23 February 2004 [english/german]
- Greenspan encourages short-term morgages. We believe this is highly irresponsbile.

Greenspan: "I hope we will restore fiscal sanity" - 12 February 2004 [english/german]
- Greenspan warns about excessive fiscal spending akin to his warning about irrational exuberance in the stock market a vew years ago.

The Price of Loyalty - 2 February 2004 [english]
- Former US Treasury Secretary Paul O'Neill's provides an inside perspective to the current Bush administration. Our analysis and a suggestion on how to achieve sustainable job growth.

Newsletter Q4 2003 - We are responsible for our own future - 14 January 2004 [english/german]
- Greenspan's interests are not aligned with ours.

2004 may also become a "golden" year - 23 December 2003 [english/german]

Bank of England warns it may not be able to fight inflation - 18 November 2003 [english/german]
- High levels of consumer debt limit BoE's flexiblity to contain inflation.

Review of Technology Companies recently visited - 11 November 2003 [english]
- Small high tech firms are attractive again

Greenspan talks while Australia and Europe act - 6 November 2003 [english/german]

Presentation on Inflation and Deflation at the German American Business Association of California - October 7, 2003 [english]

Schwarzenegger wins California Recall - October 7, 2003 [english/german]

Newsletter 3Q 2003 - Global Warming - October 7, 2003 [english/german]
- US consumer and higher interest rates; trade deficit and the dollar with heavy currency intervention; please contact us for reprint requests.

Merk Investments on CNBC - 2 October, 2003 [english/german]

Spaten Analysis covered by Frankfurter Allgemeine Zeitung - 29 September 2003 [english/german]

Spaten Valuation after Cooperation with Interbrew - 19 September 2003 [english/german]
- Interbrew engages in joint venture with beer business of Spaten, Franziskaner, Löwenbräu and Dinkelacker. An insight into Value investing.

Newsletter 2Q 2003 - Deflation or Inflation? July 1, 2003 [english/german]
- Most popular: Read over 3000 times in first 6 weeks after publication; please contact us for reprint requests.
Newsletter 1Q 2003 - April 11, 2003 [english/german]
Merk Investments on CNBC - February 25, 2003 [english/german]
Newsletter 4Q 2002 - January 15, 2003 [english/german]
Double Taxation of Dividends in the US - January 7, 2003 [english/german]
Year End 2002 - December 15, 2002 [english/german]
Newsletter 3Q 2002 - October 10, 2002 [english/german]
Newsletter 2Q 2002 - August 8, 2002 [english/german]
Newsletter 1Q 2002 - April 4, 2002 [english/german]
Notes on Volatility - December 6, 2001 [english/german]
Notes on the September 11, 2001 tragedy [english/german]

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Last modified: Mon, 20 Mar 2006 17:51:56 PST