The “Gos market” blind spot in the inventory story
The local pub owner was telling my husband the other that he felt secure in the face of the inflation because he had pre-bought three months worth of beer supply. He could now relax for a bit because he knew what his costs would be for at least a quarter. After that, he was hoping […]
What’s up with Fed daylight overdrafts data?
I’m working on a bigger story to do with US dollar intraday liquidity, but until that’s done I wanted to quickly flag something specific to paid subscribers as a small preview. It’s the Daylight Overdrafts and Fees page of the Federal Reserve website: And specifically this bit: What’s important about that? Well, as the Wayback […]
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 […]