Bienville Macro Review (U.S. Housing Update)

Our Gold Framework (April 2013)

China's Paradox (October 2012)

U.S. Housing

Our Framework

Deflation or Inflation (December 2010)

When Convention Fails - Commentary & Strategy (October 2010)

Bienville Capital Managment - Presentation (December 2010)

The Lost Decade - Commentary & Strategy (October 2009)

Investing in an Unbalanced World - CFA Society of Alabama (May 2011)