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Asian Chemical Connections

Chemicals And The Removal Of The Punch Bowl

By John Richardson LUNCH with a chemicals analyst yesterday, during the blog’s latest trip to Singapore, gave an intriguing glimpse into the world of those who invest in the chemicals industry. “The Morgan Stanely “Supercycle” report (which the blog wrote about late last year) seems to be on every fund managers desks,” he said. “These […]

How ridiculous does ridiculous have to get?

“YES, I HEAR YOU – I’M LISTENING….” Source of picture: New York Daily News   How ridiculous does crude-oil pricing have to become before regulatory reforms occur that limit the role of financial speculation in a helpful way? This was the question being asked by a refining industry source today after he had read this […]

Waiting for the cheques to clear….

…..and a January collapse PERHAPS commodity and equity markets will continue to keep denying the weak fundamentals until bonus cheques for fund managers etc have been signed and are in the bank. Fund managers, because of the way they are benchmarked, will be desperate to stick close to the performance of stock market indices, said […]

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