That time I met Klaus Schwab in my gym kit
A moderate defence of Davos and a title that is clearly designed to shamelessly generate clicks.
Putting the Terra stablecoin debacle into “tradfi” context
This is an excerpt from The Blind Spot’s deep dive into the Terra stablecoin debacle, currently available in full to premium subscribers.
Start-up diary: 9½ weeks later
This is the first installment of my start-up diary. It’s not actually been 9½ weeks, as per the title. More like 3½ months. But if I count it from the time I started selling subscriptions, that’s roughly right. So I will stick to the title for “da saucy clicks” anyway. So here goes… And apologies if […]
ALTIF Transcripts: Cryptocalypse Now!
The “A Long Time In Finance” Transcripts Cryptocaplyse Now! Cryptocurrencies are collapsing across the etherspace. Neil and Jonathan talk to Izabella Kaminska, founder of the Blind Spot and keen cryptowatcher, about Terra, Luna and Tether, the death spiral of the stablecoins, and whether anyone in the real world should care. Presented by Jonathan Ford and […]
Blind Spot collaborates with A Long Time In Finance
Back in the early days of the financial blogosphere, people liked to collaborate, hat tip and share quality content across their platforms. Then the mainstream media discovered Twitter (c. 2010) and, well, who knows what happened. It all went a bit pear-shaped. The collegiate atmosphere got a little less collegiate. And a lot of bloggers […]
In the Blind Spot (UAPs, BIS Charts, McLuhan)
Finance, Economics, Markets etc.. I wrote about the noble gas markets and how they need to become more transparent. The UN is brokering a deal to ensure safe passage for grains and fertiliser to external markets. Has inflation been globalised? Sri Lanka declares it is bankrupt. Don’t you just love it when the BIS does […]
Leaning into a Western integrity deficit
First there were the abysmal comms from Andrew Bailey. Now I stumble across this: (Two weeks late mind you. But I’m still going to write about it because it has rendered me a bit speechless.) Allegedly the video is from the US 4th Psyop airborne division. What I want to know is at what point […]
The BoE’s great commodity curve forecast fiasco
Hot off the presses from the UK’s ONS on Wednesday: The Consumer Prices Index (CPI) rose by 9.0% in the 12 months to April 2022, up from 7.0% in March. I hope team transitory is taking note. So what does this sorry state of affairs tell us about the Bank of England’s ability to forecast […]
In the Blind Spot (Diesel, Tractors, Inflation)
It’s good to be back! Finance, economics, markets etc: The second part of “A Long Time in Finance’s” interview with Paul Tucker. Worth listening to just to hear Tucker admit that he was not onboard with continuous QE policy. Tyler Cowen on the infant formula shortage. Andrew Bailey’s report for the Treasury Select Committee […]
Valuing Twitter as a giant zero-day exploit harvesting machine
Elon Musk wants to use a fairly crude sampling methodology (which draws on the wisdom of crowds) to reveal the true scale of bot penetration on Twitter. He seems to think that if he discovers that the rate is higher than Twitter has admitted to in public filings it could have a material adverse effect […]