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Hugh Hendry On Why The World Still Can't Get Enough Dollar Assets
For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the en…
4 years, 2 months ago
Viktor Shvets on Why We Might Be Heading for a Deflationary Bust
In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as inflation has continued to climb and commodity p…
4 years, 2 months ago
A Historic Disruption To The World's Wheat Supply
When it comes to commodities, Russia's invasion of Ukraine has had a notable impact on the price of oil and natural gas. It's also a huge deal for wh…
4 years, 2 months ago
Why Tracy's Furniture Is Stuck on a Grounded Ship
It's happened again. Another container ship owned by the Evergreen Maritime Corp. has gotten stuck a year after the Ever Given became lodged in the S…
4 years, 2 months ago
Here’s How Messy a Russian Bond Default Could Be
There’s a big question over whether Russia will be able (or willing) to make payments on billions of dollars it’s borrowed from investors given its c…
4 years, 2 months ago
Pierre Andurand on How We Might Get $200 a Barrel Oil
Russia's invasion of Ukraine has kicked off a giant mess in the world of commodities and sent prices surging. Commodities trader Pierre Andurand has …
4 years, 2 months ago
This Is The Case For Investing In Nuclear Power
The soaring price of electricity, particularly in Europe, is once again causing a search for alternative sources of power. Obviously there's a lot of…
4 years, 2 months ago
Here's What Cyber War With Russia Would Actually Look Like
Russia’s invasion of Ukraine has set off a new wave of concern about cyber attacks. Indeed, there were already reports of some in the run up to the w…
4 years, 2 months ago
Matt Klein on How Germany Wound up So Dependent on Russian Gas
Harsh sanctions have been imposed against Russia over its invasion of Ukraine. However, the country's energy exports have largely been spared. One si…
4 years, 3 months ago
This Is What Sanctions Can Do to the Russian Economy
U.S. and E.U. countries have unveiled extraordinarily tough sanctions against Russia over its invasion of Ukraine. But what effect will they have? Ar…
4 years, 3 months ago