writing and charts at Commodity Context | investing at Price Street | former bank economist | markets, code, barbecue
Rory Johnston @Rory_Johnston
·
Mar 5, 2022
Interesting to read the rationale. Even more interesting that they felt the need to release such a detailed statement. Gonna be even more wary of any subsequent purchases—feels like only remaining *possible* buyers will be state-owned/wouldn’t feel the need to issue a statement
Rory Johnston @Rory_Johnston
·
Mar 4, 2022
Absolutely fantastic Odd Lots episode on Russian sanctions (and sanctions theory more generally) ft the one and only @esaravalle. Lots of really interesting detail overall & so many good tidbits for oil markets impact nuance. @TheStalwart @tracyalloway
Podcast episode
Mar 3, 2022