Charlie Ormond explains how the physical economy took the reins after the “Great Financialisation” period ended during the GFC.
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China Capitulation Part 8 – The new ‘Great Leap Forward’
China may be leading the league tables on the AI and robotics race. Moreover, China faces a deeper threat in trying to win this race…
The Age of Hard Assets is Upon Us
Brent, WTI, doesn’t matter. The US is focussed on one thing after Iran. Commodities. Russia and China are likely well aware.
Why Commodities Move in Packs — And What History Says Happens Next
Commodities are surging across the board, and the real reason has nothing to do with the headlines you’re reading.
China’s playbook narrows, and it likely means more commodities
China is in a tricky spot with Venezuela and Iran off the board. It will likely have to double down on metals, as it has done previously.
Trump is targeting China, Cuba and Russia via the shadow oil market
Iran and Venezuela have a lot of oil. But who they sell it to at a discount is what got the US President’s attention. His real target is Russia, Cuba and China.
