Special Reports
Please follow the links below to pdf files containing reports we have issued on the topics shown.
30 March 2005
Valuation of the US Dollar
[171 KB]
3 June 2004 Slides for
BSAS presentation
[421 KB]
High Resolution (for printing) Version of 3 June 2004 Slides
[1.7 MB]
Report discussed at
BSAS presentation
[126 KB]
High Resolution (for printing) Version of report
[809 KB]
3 March 2004
Overvaluation of US Equities
[168 KB]
High Resolution (for printing) Version of 3 March 2004 Report
[1.43 MB]
15 December 2003
PE Ratios
[171 KB]
High Resolution (for printing) Version of 15
December 2003 PE ratios
[1.40 MB]
15 October 2003
Dividends
[221 KB]
11 November 2003
Global Inflation
[801 KB]
23 January 2002
Deflation Watch
[326 KB]
14 October 2001
US Equity Valuations
[488 KB]
12 October 2001
Inflation and Real Rates
[499 KB]
2 May 2000
Spot Rates
[307 KB]