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Syncretica
Investing, Tech, Dharma and Science
By Alex Turnbull · Launched a year ago
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China is Exporting Deflation (Again)
A little bit of mercantilism in an inflation shock is no bad thing
Alex Turnbull
16
3
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China is Exporting Deflation (Again)
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The Woeful State of US Policy on Inflation Compared to China
If you have had to spend money recently you may notice that stuff costs more. If you haven’t, good for you. But if you have you may wonder what…
Alex Turnbull
Jun 16
11
1
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The Woeful State of US Policy on Inflation Compared to China
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Marking to Market
Looks like China Coal imports are falling fast
Alex Turnbull
May 17
7
3
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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
18
1
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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
8
3
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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
9
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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
10
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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
16
9
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A Reply to Zoltan Pozsar
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