Triple Digit Oil Defies the White House
The Psychological Floor ShattersBrent crude hit $102.40 this morning. The psychological barrier of $100 is no longer a resistance level.…
Category: Economy
The Liquidity Crisis No One Is Trading
The grid is parchedInvestors are blind. We are trading electrons while forgetting the molecules that move them. The global energy…
The Inflation Illusion and the Shadow of the Iran Shock
The Tape Tells a LieThe numbers hit the terminal at 8:30 a.m. sharp. Headline CPI for February arrived at 2.4…
The Economic Cost of Inaccessible Justice in Latin America
Capital is cowardly. It flees where laws are opaque. In Latin America, the opacity is a gendered crisis. For decades,…
Latin American Growth Depends on the Courtroom
The Rule of Law PremiumCapital is a coward. It avoids the dark. It flees the opaque. In Latin America, the…
Ghanaian Shea Farmers Break the Middleman Monopoly
The Digital Arbitrage of West African Green GoldThe shea nut is a hard currency. In the Savannah regions of northern…
A Supreme Void in the Global Energy Order
The King is DeadThe Supreme Leader is gone. Ayatollah Ali Khamenei has died. The news hit the wires with the…
The Sovereign Ledger Trap
The Six Year ReckoningThe cash is cold. The ledger is hot. The state is ready. In May 2020, ING Economics…
The House of Khamenei Secures the Throne
The Succession is OfficialThe transition is complete. Mojtaba Khamenei has ascended to the role of Supreme Leader. This move ends…
The Supply Shock Killing the Goldilocks Narrative
The Consensus is ShatteredThe era of easy money is dead. For three years, investors bet on a soft landing. That…