By John Richardson LAST WEEK’S steep fall in global stock markets was of course the result of rising US-North Korea geopolitical tensions. Some $1 trillion was wiped off equity values. We obviously all hope that the geopolitical tensions will ease. But that would still leave behind a bull-run in global equities that has mainly been […]
Asian Chemical Connections
China Commodity SpeculationThreatens Price Correction
By John Richardson A SMOKING gun that points to more market-distorting high levels of speculation in China’s commodity markets? Have “circular trades” have made a comeback, where one commodity is bought merely to speculate in another commodity or even in real estate? Please consider the following evidence: China’s coastal iron ore inventories in early March […]
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