Where finance and media intersect with reality.
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
Freedom’s just another word for nothing left to lose.
Nothin’, don’t mean nothin’, honey, if it ain’t free, no no*
Housekeeping note: Still running a reduced service because of the Easter hols. But will be back with gusto soon. Finance, markets, etc.. The ECB did
Some housekeeping: It’s the Easter holidays so posting will be intermittent and light for the next two weeks. But not totally absent! Finance, markets etc…
As an addendum to my original note about Zoltan Pozsar’s Friday note, here are my extended thoughts on his Bretton Woods III magnum opus. On
There’s a very reasonable counter narrative going around to the whole Russia is demanding roubles thing. It argues this is more a reserve management story
There’s a new Zoltan Pozsar of Credit Suisse report out… and he starts off by saying: …you can print money, but not oil to heat
Finance, markets etc.. Germany takes a step towards rationing over payment stand-off with Russia. Why is nobody talking about the fact that Russia is demanding