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Syncretica
Investing, Tech, Dharma and Science
By Alex Turnbull · Launched a year ago
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Marking to Market
Looks like China Coal imports are falling fast
Alex Turnbull
7
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Marking to Market
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A Letter to Jeff Bezos
Dear Mr Bezos, You seem a little unenthusiastic about the proposed buy out of Twitter. Elon Musk is a person I have deeply mixed feelings about: he has…
Alex Turnbull
Apr 26
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A Letter to Jeff Bezos
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Joule Paper is Out
The paper I’ve been working on with Dr Jorrit Gosens and Professor Frank Jotzo is out! The material is familiar territory for subscribers of this…
Alex Turnbull
Apr 22
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Joule Paper is Out
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Who's Gonna Take the Weight?
Zoltan Pozsar’s latest is great and mostly takes account of logistics challenges in commodities networks. To wit: Which then leads to the very…
Alex Turnbull
Apr 4
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Who's Gonna Take the Weight?
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The Sanctions Evasion Begins
A few weeks ago I expressed some skepticism that sanctions would be effective against Russia for anything easy to move - and that skepticism appears to…
Alex Turnbull
Mar 15
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The Sanctions Evasion Begins
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A Reply to Zoltan Pozsar
Bretton Woods III or just new trade network topology?
Alex Turnbull
Mar 9
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A Reply to Zoltan Pozsar
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European Gas Demand Response
Exploring the possible
Alex Turnbull
Mar 7
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European Gas Demand Response
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A Trainspotters Guide to Running Sanctions in Eurasia
Firstly: why write this? I am an investor and care about where the world is and where it is going and how that might impact security prices. We are in…
Alex Turnbull
Mar 4
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A Trainspotters Guide to Running Sanctions in Eurasia
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