Polemic's Pains

For the next couple of weeks I’ll be away trying to spend a relaxing time with my family sailing in Croatia. I’ll be acting the part of...

Well, someone has to counter the sea of doom. - Oil is up over 4%   6%  wow, now 8% as I write. As stated at the beginning of the week, en...

The China meme has sucked in macro tourists and armchair generals and we know we have peak armchair generalness when Field Marshall Robert P...

With apologies to John Lennon's  'Yesterday' ---- Yesterday all my troubles seemed so far away. Stocks looked as though they...

Price is news. And with it is the retrofitting of all news to the price. Has anyone found any news that doesn't base itself on price? W...

Yesterday was a towel chucking day in commodity land.  Oil did it again and I hold up my hand with regards to getti...

There is something odd about Augusts. A holiday season for Europeans that sees EU policy directed to making sure that the Eurocrat beaches...

China Apocalypse Now quotes from the infamous character, Lieutenant Colonel Kilgore of the PBOC played by Robert 'Deval'. With t...

I don’t think I’ve ever seen a 1.8% FX move cause such global consternation. But of course it isn’t the move itself that is causing the ...

These days I am spending more of my time in the world of design and a fascinating world it is. The folks I work with are exceedingly talent...

When I wrote two day ago that I was concerned that credit and leveraged tech could be on for a walloping I really didn't expect you al...

Yesterday we saw Fonterra announce another 10% drop in milk prices. So you can slice another 10% off this chart updated last month from th...

I have just returned from a delightful few days on the sunny Mediterranean island of Ibiza. At this point, if you have heard of Ibiza, you w...

Back in 2006-7 commodities were on a tear and oil was following not far behind. Speculators were hoovering them up as part of a the next g...

Amy Winehouse, Back to Black. Or rather going back to oil, as the Black is in the Red. The first dump in oil prices was always going to se...

I asked the simple question this evening "Has Pluto been reclassified as a planet again yet", having witnessed the meteoric, or pe...

I am somewhat stunned at the resolution of the bijou Greek debt problemette. The idea that resolution, after extreme dissent and acrimony,...