Other articles


  1. What are the markets smoking? - 2021 February 24

    A conversation between some smokers I overheard at a cafe the other day got me thinking about some things. The trade in cigarettes is actually a very interesting window into a number of international trade concepts.


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  2. The calm before the commodities end of month rollover storm - 2021 February 24

    A rather big event is brewing in commodities prices now that we are getting close to the end of the month. Due to recent events this will have a rather large impact on a few things, especially silver prices.


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  3. A quick introduction to the mechanism of stock short selling - 2021 January 30

    The last few days have seen another historic short selling squeeze in the markets, this time with the GameStop (NYSE:GME) stock. If you are interested in knowing why the price has moved the way it has it's important to understand how short selling works.


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  4. Why price impacts from Quantitative Easing can be delayed - 2020 December 02

    Quantitative Easing is not necessarily inflationary in the way that people think it is. A lot of misconceptions exist about this, I probably have some myself, so I'm hoping to break it down a bit. I think inflation will eventually impact prices in a manner not seen in a long time but people will be caught off guard because some long standing deflationary trends will be more obvious first before the inflation really kicks into full affect.


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  5. Solar panels and car sales, a financialization story - 2020 November 12

    Solar panels and car sales increasingly have something in common beyond Elon Musk being good at selling both of them. Increasingly I see a situation whereby people don't want you to pay cash for them.


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  6. Impacts of a dependence on backpackers and other foreigners on farm labour during a crisis - 2020 October 01

    The other day I was watching a news report where some farmers were claiming they might not be able to get enough workers to pick their crops. At the same time Australia has the highest unemployment in a LONG time with many people desperate to work, so something doesn't add up here. Food security is important, surely we can figure this out.


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  7. Demand shocks and toilet paper - 2020 May 05

    Maybe of the most iconic moments of the COVID19 situation was the run on toilet paper. This was an interesting moment in terms of the supply and demand.


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