Is the West Quietly Initiating Russian Sanctions Theatre?
Well looky here. The United Kingdom imported around £200mn worth of Russian oil since March, according to the Sunday Times. Much of that sanctions-circumventing oil was transferred into British ports as a result of Russian ships carrying out ship-to-ship transfers at sea to conceal their port of origin. The cargoes were then declared as originating […]
Leaked ‘Zoom Call’ Show Notes: Erik Townsend
In this one-off special edition, the Leaked Lunch podcast becomes the Leaked Zoom call podcast to overcome the geographic challenges of interviewing Erik Townsend of Macro Voices. We discuss everything from selective bias in the media and market structure issues to resource challenges and how media corruption really works. The conversation was recorded on November 22. Brought to you […]
How Does Ripple Mark XRP? Brad Garlinghouse Counts the Ways
Brad Garlinghouse, chief XRP promo-man and CEO of “technology company” Ripple Labs, made an unexpected appearance on a Twitter Spaces hosted by Mario Nawfal on Sunday, November 13 – just as the full extent of Sam Bankman Fried’s empire of lies was becoming understood. It was supposed to be a constructive discussion about what the […]
Why Tech Armageddon Leads to Expanding Profit Margins
In case you didn’t know (and I didn’t) – US profit margins have been expanding sharply ever since Covid. Some central bankers, like Fed vice chair Brainard, have suggested this could be having a meaningful impact on inflation, meaning a narrowing in margins should do the opposite. The widening has cooled off a bit recently, […]
How ASX Became the Biggest “Disproof of Concept” in the History of Fintech
I Dreamed a Dream of Instant Settlement We’d all agree that if I bought a pen from you for £10 in a verbal or electronic agreement and an hour later insisted on only paying you £9 because the market had moved lower – this would make me an incredible douchebag. The problem from the seller’s […]
Spotlight on the Mother of all Structural Short-Covering Rallies
What do ETFs, create-to-lend, dark shorts and fails-to-deliver have to do with this week’s mega short covering rally? Potentially everything, or nothing.
The Israel-Lebanon Gas Deal Isn’t Over – But It’s In Danger
Another year, another Israeli election. This time, everyone’s favourite Israeli hard-right security freak Benjamin Netanyahu, a.k.a Bibi, is back. His Likud party and allied coalition members gained a solid majority of 64 in the most recent elections. Understandably, with Bibi’s election, much is at stake. But some say it’s the survival of the Israel-Lebanon gas […]
Leaked Lunch Show Notes: James Aitken
In this Leaked Lunch episode Izabella Kaminska meets with James Aitken, of Aitken Advisors, at French restaurant La Vacherin in Chiswick. James is one of the UK’s top financial liquidity and plumbing experts, advising up to one hundred of the most influential capital pools in the world. James gained his experience working for UBS and […]
Rise of the Military Industrial Complex Influencers
It’s becoming clear that the influencer economy is not just transforming the art of marketing – it is transforming everything. Latest estimates from social media analytics firm Social Shepherd project that the influencer sector will grow to around $15bn by the end of 2022, versus a mere $1.7bn in 2016. This growth applies to far […]
UFOs as a Counterintelligence or Information Theory Problem
A note from the editor: UFOs might not seem an obvious area of interest for a finance-focused outlet. But the potential economic and societal implications of the phenomenon have never been more relevant. Since last year, government bodies across the world have chosen to treat the phenomenon increasingly seriously, dedicating ever greater budgetary resources to […]