Follow
____________________________
Monthly Archives: October 2021
China leading commodities and the world lower
The cyclicality of Chinese electricity output is shown below year over year in blue since 2006. Now in a significant cyclical (and secular) decline, China’s economy has major implications for industrial commodities like copper (in red), which spiked from March … Continue reading
Posted in Main Page
Comments Off on China leading commodities and the world lower
Disruption of energy, transportation and food underway, ready or not
“Disruption” is when existing methods are replaced by new, better-performing technology. Research Fellow, Dr. Adam Dorr’s recent TEDx talk called ‘Climate Optimism: Building Our Future With Better Tools’, explains the implications of ReThinx’s recent report How Humanity Can Choose to … Continue reading
Posted in Main Page
Comments Off on Disruption of energy, transportation and food underway, ready or not
Fuses lit for the next financial implosion
Inflation fears and a belief that the U.S. Fed will start tapering its bond purchases in November and hiking policy rates in 2022 have caused bonds to sell-off over the past two months (yields rising). It’s likely to be short-lived … Continue reading
Posted in Main Page
Comments Off on Fuses lit for the next financial implosion
;
