Where finance and media intersect with reality.
The PayPal share price just keeps going down: And here’s the stock compared to the performance of the Nasdaq: The usual pundits are at a
The last stand over the steelworks of Mariupol is more significant than most people appreciate. The thing about former Soviet steelworks is that they’re fairly
Editor’s note: Sunday’s newsletter suffered a version control issue so a number of errors were accidentally sent out. A corrected version of the affected story
Editor’s note: There are many astute people in finance who know a lot of stuff. Unfortunately, a lot of the time they can’t express themselves freely
ADM is one of the world’s biggest food processing and commodities trading companies. Weirdly, it tends to receive a lot less attention than some of
An interesting point comes by way of veteran fixed income market watcher, Marc Ostwald, of ADM Investor Services, in his latest quarterly publication “Ghost in
Finance, Markets, economy etc… Vanity Fair deep dives into the Dan Loeb school of activist investing. Serena Williams, Lewis Hamilton join former Liverpool chairman Martin
Just because oil prices are absorbing the prospect of an outright European ban on Russian imports well, doesn’t mean there won’t be a major breakout to $300 per barrel highs if and when such a ban is executed.
Why the current crisis represents the end of the neutral dollar era.
Finance, economics, markets etc… The illustrated Zoltan Pozsar. This week’s Blind Spot spotlight is on what I have termed “the end of dollar neutrality” and
In The Blind Spot’s first post introducing the concept of Anacyclosis, Tim Ferguson, founder of the Anacyclosis Institute, explained how the ancient Greek theory outlines
I’ve been pretty up front about the fact that the precarious energy situation we find ourselves in today is mostly of our own making. Even