Latest posts

The New Silk Road: the Coming Tectonic Shift

The New Silk Road vision announced by China, even if half successful, would usher in a tectonic shift rocking the economic, geopolitical and monetary status quo, and will be the single most significant geopolitical development since the fall of the Soviet Union.

December 17, 2015
Finance & Economy

Liquidity: Closing the Gate

Faced with mounting losses in their bond portfolios and massive redemption requests, mutual and hedge funds begin suspension of any and all redemption requests. The next phase of the junk bond crisis has begun.

December 13, 2015
In-depth topic: Monetary reset
Finance & Economy

World Oil Supply & Demand from a Different Perspective

The recently released EIA global crude oil data gives a different perspective on the consumption side of the equation and serves as a good proxy for the relative state of the world economic regions.

November 28, 2015
In-depth topic: Peak oil
Energy

Dealing with Auto Traffic Congestion

This Strong Town article draws an identical analogy between a natural watershed and our road system. The same principle of flood control applies to both.

November 18, 2015
In-depth topic: Urban planning
Transportation, Urban development

The Trouble with Big Oil in One Chart

The trouble faced by not only shale oil companies but also Big Oil can be summarized in one chart from a recent BP presentation.

October 20, 2015
In-depth topic: Peak oil
Energy

The Myth of Users Pay Highways and Roads

The first and necessary step towards a rational re-thinking of our transportation priorities involves the dispelling of the long held and common myth that drivers pay for the full cost of the roads they drive on.

September 30, 2015
In-depth topic: Urban planning
Transportation, Urban development

Icelandic Bankers Are Not Too Big To Jail: Face 74 Years In Prison As US Bankers Bask In Bailouts

To date, 26 bankers in Iceland have been sentenced to prison for a combined 74 years among them, for their roles in the 2008 economic collapse.

September 9, 2015
In-depth topic: Monetary reset
Finance & Economy

Liquidity: ETF Flash Crashes

The flash crashes of some of the largest blue chip tracking ETFs on Aug 25 should serve as a warning of what’s to come for their smaller and illiquid high yield brethren.

September 8, 2015
In-depth topic: Monetary reset
Finance & Economy

5 Triggers to Come-To-Jesus Moment for Tight Oil

As much as one thinks times are tough now for the tight oil sector, these 5 triggers arriving within the short term horizon have the ability to upset the entire apple cart and then some.

September 5, 2015
In-depth topic: Tight oil Shale gas
Energy

ISDS: Obscure Free Trade Rules Turn Malignant – Part 3

With the TransPacific Trade Partnership ever closer to getting passed by the US Congress, and with a rare opportunity of access to the political parties thanks to the upcoming federal election, what should Canadians do to ensure their social values and those of the political parties are aligned?