Where finance and media intersect with reality.
Finance, markets, business etc: Jeff Snider debates Joseph Wang regarding whether the Fed really controls the dollar. The Canadian dollar is decoupling from oil. Getting
Rome’s capitatio-iugatio was one of the world’s first gosplan systems and a precursor to the feudal serf structures that came to dominate in the medieval ages. Today both the Russian and Chinese technocratic system are channelling similar structures in their rollout of retail-linked CBDCs.
EXCERPT: Commodity markets are being strained by unprecedented daily price moves on the back of the Russia/Ukraine crisis.
Commodity carnage: Listen to my Twitter Spaces with Frances Coppola and Chris Cook here. (We’ll be back tomor as well). China is buying up all
IK – I’ve received a guest submission from an informed source that I can vouch for (to some degree). The author wishes to remain anonymous
The next liquidity crisis never comes from the same one the last one did.
I’m afraid the Blind Spot Telegram OSINT chat has descended into anarchy. We will be migrating to a better organised alternative very shortly. In the
This is an update of a section from Sunday’s Blind Spot Newsletter.
This is a repost of Sunday’s Blind Spot Newsletter.
Finance, markets, business etc: Zoltan Pozsar worries Russian sanctions might spell the end of dollar hegemony. Sanctions have shown that currency reserves accumulated by central
Covid gave us the Stay at Home stonk trade. This peaked at the height of the Omicron panic in November (when yours truly was making
From the daily chats curated by The Blind Spot community (in the last 24 hours-ish). The conduct of the war: Apparently a Russian OSINT map