Market Thinking

making sense of the narrative

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Tag: Oil Services

Your Currency, Our Problem

It looks like the ‘don’t trust the dollar’ crowd have switched from Crypto to Gold, which is going up as the others go down., but there are other forces at play. Crypto is a challenge to both monetary and fiscal Read more…


Market Thinking May

A Pause that Refreshes… Market movements in April might best be described as an apparent ‘reversal of the reversal’ as many of the winners of the inflation/reflation trade that began in October appeared to sell off while the ‘losers’ rallied. Read more…