Tag Archives | fund managers

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 …

Continue Reading

How ridiculous does ridiculous have to get?


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 …

Continue Reading

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 …

Continue Reading