"It's simple supply and demand" Except supply and demand isn't always as simple as we'd like it to be...

Tim Vollans

Too Much Stuff | China's Bad Bank | The One Month Fertilizer Shortage | Not Enough Energy

Tim Vollans

Thursday's ECB meeting will set the stage for hikes in July & September. Fragmentation risks will need to be addressed if they want to go faster...

Tim Vollans

The energy picture is looking seriously messy. (Even more) difficult and unpopular decisions lie ahead...

Tim Vollans

Day 1: "QT starts, stocks go down LOL" Day 2: "OK genius. Why was Nasdaq up 2.7% today? Did QT end after one day?" "Dunno, got rekt, LOL"

Tim Vollans

We all love a good story. And markets are FULL of storytellers. How well do you understand stories and the rules of the game?

Tim Vollans

Production targets aren't being hit. IEA's Birol says it'll be worse than the '70s. Oil to $300 if history rhymes...?

Tim Vollans

If easy money leads to bull markets... And economic fears and social unrest lead to easy money... Are you thinking what we're thinking?

Tim Vollans