Market Thinking

making sense of the narrative

Browsing:

Category: Geo-Politics

Slowly, then all at once

The Hemmingway quote about the two ways to go bankrupt; “first slowly, then all at once” springs to mind when looking at the situation in Ukraine. The country has been falling apart slowly over the last seven years in the Read more…


Don’t throw me in the briar patch Brer Putin!

We try and avoid talking too much about politics and Geo-politics and only do so insofar as we feel it is affecting markets and where we believe that application of Market-Thinking might provide some insight. Right now, with Western Media Read more…


The lamps are going out..

Two of the main drivers to low inflation over the last decade – cheap exports from China and low energy prices from Russia – are both disappearing, meaning at the very least a reset higher in the overall price level. Read more…


Avoiding Confirmation Bias

The widespread consensus in the Western Media is that EverGrande is going to crash the Chinese Economy and that the Australia/US/UK defense pact is ‘good news’. Short term traders are backing this, but we would suggest that neither of these Read more…