MarthaMandala @manners_cc
Asia Specialist by trade but global by nature. Lover of original ideas and a ‘poised’ chart. Good in a crisis. My thoughts only and NOT investment advice . London, England Joined September 2021-
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1.) Doomy enough for you? @DoombergT @RaoulGMI @LukeGromen @SantiagoAuFund @Halsrethink @DavidSacks Was talking to an older, wiser buddy. I won't name drop but will scatter some seeds which will flavor the conversation in such a way as to lend some heft and credibility to
As everyone obsesses about JPY vs CNH and the race to the bottom in Asian FX, this ultra l/t chart of USDKRW is getting reaaaallly close to telling us something has changed with global trade forever. And this depreciation is happening amidst pretty positive FX inflows to Korea!
The NFT thingy is starting to burst. All you need is higher interest rates for things that make no sense to start making no sense. "Jack Dorsey Tweet NFT Once Sold for $2.9 Mil, Now Might Fetch Under $14K".
The big splash here will be China ..
According to friends in Shanghai: Total lockdown, food shortages developing, and early signs of civil disobedience. Worth keeping an eye on.
The way countries are behaving at the moment reminds me of choosing which netball team you will play on in school sports lesson. Soon the whole class / world will be on one side or the other.
The way countries are behaving at the moment reminds me of choosing which netball team you will play on in school sports lesson. Soon the whole class / world will be on one side or the other.
Primed and ready ?
Primed and ready ?
This is a problem - once storage is full -if no exports then they cap off/ close down the wells… and it will be years before they can be back at current capacity again #oil #EnergyPrices
This is a problem - once storage is full -if no exports then they cap off/ close down the wells… and it will be years before they can be back at current capacity again #oil #EnergyPrices
What happened overnight in 🇯🇵 thread: 1/ 10y JGB yields hit 0.245% 10:10am BOJ announces fixed rate op (offer to buy unlimited qty of JGBs) No bids
What happened overnight in 🇯🇵 thread: 1/ 10y JGB yields hit 0.245% 10:10am BOJ announces fixed rate op (offer to buy unlimited qty of JGBs) No bids
Yes @RaoulGMI - and charts of USDCAD, USDBRL and USDAUD are all poised … looking like they will break out vs USD. It feels like we are about to have Asia crisis style currency moves in many major markets .. if so it will be pandemonium… #gold #crypto #naturalresources
Yes @RaoulGMI - and charts of USDCAD, USDBRL and USDAUD are all poised … looking like they will break out vs USD. It feels like we are about to have Asia crisis style currency moves in many major markets .. if so it will be pandemonium… #gold #crypto #naturalresources
Is it time to sell Tesla shares and buy… a Tesla ?! #oilshortages #rawmaterialshortages #fintwit
Is it time to sell Tesla shares and buy… a Tesla ?! #oilshortages #rawmaterialshortages #fintwit
Liking the new FANG quad: Fuel, Agriculture, Natural Resources and Gold. I might add Silver for the S and the lols..or Uranium ? .. but that leads us towards FUNGUS… altho Psilocybin stocks are performing well… Gosh, I miss when it was all so simple .. #acronym
And also, potential for terrible impact on sterling and currencies of other non gold-owning countries ? @SantiagoAuFund #gold #fiat
And also, potential for terrible impact on sterling and currencies of other non gold-owning countries ? @SantiagoAuFund #gold #fiat
We have known this for years, but now it could be important. China, Russia , India, Pakistan .. all have a lot of gold. Some claim that China has secretly amassed over 40,000 tons - 5X more gold than the US! I have a feeling India and Pakistan are going to play a bigger role too
We have known this for years, but now it could be important. China, Russia , India, Pakistan .. all have a lot of gold. Some claim that China has secretly amassed over 40,000 tons - 5X more gold than the US! I have a feeling India and Pakistan are going to play a bigger role too
Among the many things to be concerned about - will Russia split NATO as parts of Europe ( especially Germany and Turkey who have pipelines to Russia) wont sanction oil ? #oil #nato reuters.com/world/europe/e…
Couldn’t put it better myself. Terrifying. Likely worst case scenario but needs to be understood by as many decision makers as possible. Now.
Couldn’t put it better myself. Terrifying. Likely worst case scenario but needs to be understood by as many decision makers as possible. Now.
Excellent, sobering review from @jacknicas @nytimes of the direct impact the terrible war in Ukraine is having - or about to have - on global food supplies plus other key commodity prices. Inflation ‘transitory’ in this environment ?! #foodshortages nytimes.com/2022/03/20/wor…
Dusted off this c2006 gem from my bookshelf. Oil=food via pesticides, fertiliser, irrigation, machinery, packaging and transport. Fertiliser already a problem. Watch out as Russian oil falls out of the system. The shoe is just dropping. #oil #foodshortages
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