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Posts by: Dan Denning

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Dan Denning

Dan Denning is the author of 2005's best-selling The Bull Hunter. A specialist in small-cap stocks, Dan draws on his network of global contacts from his base in Melbourne, Australia, and is a frequent contributor to The Daily Reckoning Australia.

  1. Whiskey and Gunpowder

    Why Greece Can’t Afford to Stay in the Euro • May 16, 2012

    Sometime in the next few weeks we’re going to find out if Greece can afford to stay in the euro. We’re also going to find out if Spain and Italy can afford to leave the euro. Access to credit markets is the key issue. The stigma of default will lock a country out of capital …Read more…

  2. Daily Reckoning

    A Shout-Out to Myanmar! • April 12, 2012

    Congratulations to Myanmar (or Burma, as many of us still call it)! The country held elections last week for 45 of the 664 seats in its Parliament. Aung San Suu Kyi’s National League for Democracy won 43 of the 45 contested seats. The decision to gradually democratize Burma’s political process was made by Burma’s ruling …Read more…

  3. Daily Reckoning

    Hitler’s Blackberry • March 27, 2012

    Poor old Ben Bernanke has a deflation phobia. He sees it everywhere the way the kid in The Sixth Sense saw dead people. And Bernanke is equally terrified of falling stock prices (and their effect on consumer confidence). Falling stock prices are what some people call deflation, or asset price deflation. Bernanke, the governor of …Read more…

  4. Daily Reckoning

    What the Greek Rescue is Really About • March 5, 2012

    In today’s Daily Reckoning, we’ll do something we can barely stand to do: we’re going to write one more time about Greece. If you can stand to read it, you may come to the same conclusion we reached. That conclusion is simple: what’s going on Europe has nothing to do with solving a debt crisis …Read more…

  5. Whiskey and Gunpowder

    You Can’t Eat Asset Allocation Either • August 19, 2011

    The idea that you can build wealth in a balanced way through a uniform asset allocation strategy is crazy. A sound portfolio would rebalance assets annually. That’s a nod to the fact that none of us can predict the future and you don’t want to have all of your wealth concentrated in one asset class, or in one risk. But what assets should you really have in your portfolio if we’re entering a credit depression? Will stocks generate the same returns over the next 20 years as they have for the last 20 years? You’d think not, given that global credit is due to contract in the years ahead.…Read more…

  6. Whiskey and Gunpowder

    The American Housing Market Is Headed for Total Destruction • October 13, 2010

    The issue with the recent robo-signing scandal is that clear title could disappear in the American mortgage market. Part of the outrage is that U.S. banks have been foreclosing on mortgages which they don’t even own. Part of the reality is that the convoluted process of securitisation means banks may not be able to prove …Read more…

  7. Whiskey and Gunpowder

    Why You Should Be Thrilled About Australia Right Now • August 23, 2010

    If Henry David Thoreau was right when he wrote, “That government is best which governs least,” then Australia got itself the best government in the world on Saturday. Of course technically speaking, Australia didn’t elect a government. And that government which is not a government cannot govern at all. Thus, “not at all” being less …Read more…