Syncretica | Alex Turnbull | Substack

Looks like China Coal imports are falling fast

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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…

Apr 26

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…

Apr 22

Zoltan Pozsar’s latest is great and mostly takes account of logistics challenges in commodities networks. To wit: Which then leads to the very…

Apr 4

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…

Mar 15

Bretton Woods III or just new trade network topology?

Mar 9

Exploring the possible

Mar 7

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…

Mar 4

Syncretica

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