The distribution channels of new US treasury bond issues have changed radically since the GFC and become especially marked since the Fed began tightening in 2022 Conventional asset managers have

I m sorry it s been a while since there have been any posts here 8211 some personal matters demanded attention It s Budget Day in the United Kingdom The

No one is so brave that he is not disturbed by something unexpected Julius Caesar The last two weeks of market activity jolted important markets In earlier posts I

Well copper was telling us something just not exactly what I thought With the benefit of hindsight the last post should have taken the obvious route that the extraordinary cheapness

My last post on copper set me on an enquiry Whether the enquiry turns out to be a gold mine or a rabbit hole remains to be seen If nothing

It is always amusing when two well known figures have a public spat It seems Dr Copper is having a rare contretemps with Mr Inflation Such open disagreement is rare