
Gosplan Watch: Plumbing alert as commodity hedging unravels
The next liquidity crisis never comes from the same one the last one did.
Where finance and media intersect with reality.

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

Inquiring minds want to know: what’s up with the collapsing price of Urals crude and can it ever find its way to market? Here’s a

From the daily chats curated by The Blind Spot community (in the last 24 hours-ish). The conduct of the war: Russian Army – underpromising and

Finance, markets etc: Italian energy bills are getting pricey. Google, Meta face penalties in Russia as deadline passes to open local offices. Rana Foroohar warns

Haven’t verified this, but someone told me this is the single biggest down move in the EUA futures market ever: What does it mean? Probably

*YDANGH = Your Dengi Are No Good Here. (In case you were wondering) Hat tip to Blonde Money’s Helen Thomas for flagging the below from