WW3 Watch: The fertiliser angle
A lot of people are asking, if Russia doesn’t have hostile intentions against Ukraine, why the troop build up? This is an absolutely fair question. Not least because the troop build-up has been happening for many months. One under-appreciated factor in the whole story, however, is the role being played by natgas and fertiliser markets. […]
WW3 Watch: The Kobayashi Maru tell
We continue to live in an utterly polarised media landscape. The West, according to Russia, has become obsessed with hyping up war… (exhibit A) While the Western media has become obsessed with building the narrative that Russia will use a false flag (yes, that favourite of the Alex Jones universe) to justify war (Exhibit B): […]
Samizdata: Thoughts about vaccine mandate protests
First a quick note to apologise for lack of content the last couple of days. I’ve been struck by a bad case of sinusitis (but not the dreaded C disease). I’ve not really been following the news too closely the last 24 hours as a result, but I did want to share a few observations […]
Stuff I read so you don’t have to
(I think I will be adding occassional commentary notes to this aggregation. Also, just to clarify, the idea behind the title is that it’s a daily list of references that are informing my thinking on any given day. Just sharing the rough work. But I agree with feedback that the title is confusing, so I’m […]
Solar storm hits 49 of Musk’s Starlink satellites
A few days ago, I was speaking to someone with links to Washington, who noted that if and when tensions between the West and Russia/China really escalate, the first proper flash point could be in space and not on the ground. They then went on to speculate that any fallout from something like an electromagnetic […]
Stuff I read so you don’t have to
I’m going to aim to publish this aggregation post relatively regularly, probably in the mornings from now on. For now I’m just getting into the flow so the timing of the post might be a little haphazard. Finance and markets: The Bitfinex hack launderers have an interesting side hustle. Meeting of the BoE’s CBDC technology […]
Why Rogan is the media’s “inverted yield curve”
The TLDR: Rogan’s mass appeal — much larger than that of the legacy media — feels like a market breakdown. It simply shouldn’t be happening. It’s the inverted yield curve of the media industry. Or the snubbing of structured data in favour of the unstructured sort. Neither should make sense, so when they manifest it […]
Stuff I read so you don’t have to
This will eventually become a regular aggregation post. But for now it wll be a little sporadic. In any case here’s the stuff that has recently caught my eye. Finance and markets: Does the Fed have an insider trading problem? *That* Steve Hanke study that showed lockdowns weren’t worth it. Rumble offers Joe Rogan $100m […]
Pancake swaps
Yes really. In the brave bold world of crypto, pancake swaps are now a thing. A close collaborator drew my attention to them having recently worked on an associated project. I still don’t really understand them. They’re part of the Defi phenomenon, which I’ve tried to ignore as much as possible because the whole thing […]
WW3 Watch: Actual Skynet edition
TLDR; I just discovered Skynet is actually a thing. But it turns out it’s been a thing since 1969. Those who have subscribed to my newsletter will know I have an inkling about a major new blind spot developing in markets. It’s one I do hope I’m wrong about though. I’m going to loosely refer […]