Category Archives: Commodities

What Next for Venezuela?

What are the possible outcomes of a potential recovery in Venezuela, and what is the timeframe. How does Venezuela’s crisis compare to previous crises of neighboring Latam countries Continue reading →

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Ahhh… Tariffs (sigh)

Tariffs don’t work, they never have, they never will. Why tariffs in the US serve a political rather than an economical purpose Continue reading →

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Brexit, Schmexit! Part 5: The Aftermath

Vote is in, Britain is out! Political and economical chaos, what next? Continue reading →

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Brexit, Schmexit! Part 3: The Economy

Leave is ahead in the polls with little over a week to go. Let’s explore the 350 million pounds and sovereignty issues around the campaign Continue reading →

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Emerging Markets: 30 Years of Crisis. Part 3: The 2000s and beyond

This is the third and final installment of the series. We discuss Ecuador, Argentina and Venezuela in their journey through the 21st century. Continue reading →

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Emerging Markets: 30 Years of Crisis. Part 2: The 1990s

Second installment of my 3-part series on Emerging Markets Continue reading →

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Are Principal Protected Notes a Good Investment?

Let’s take a look at Principal Protected Notes and their suitability in the current interest rate climate Continue reading →

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The Future of Steel in the UK

What options are available for the British steel industry, let’s explore them. Continue reading →

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The Crude Reality. Part 2

Low demand generates lower prices, but this seems not to affect supply. The case where the laws of supply and demand ceased to function Continue reading →

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The Crude Reality. Part 1

Low crude oil prices drive prices of everyday goods lower and put disposable income in the hands of the public. But there is a flip side. Continue reading →

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