“One day I’m feeling down on the ground, the next I’m up in the air” Sandie Shaw could have been singing about traders in her 1969 Eurovision Song Contest winner, “Puppet on a String”. The psyche of the trader is binary. They rarely find...
“I am the monarch of all I survey; My right there is none to dispute; From the centre all round to the sea I am the lord of the foul and the brute” (William Cowper: 1731-1800) Writing his “The Solitude of Alexander Selkirk” in the late 18th...
Andrew Balgarnie has over 30 years experience in Corporate Finance and Strategy and has worked in the UK, USA, Europe, Russia, Kazakhstan and India. He shares his views on formulating strategies during times of crisis. The commentariat has already said a lot about the...
The alert trader holds a particular maxim in high regard. It is to never underestimate the influence of one’s present condition in infecting the mind as it looks to the future. It is the thought process of the contrarian. It is striking how many mainstream...
The mire that the Hin Leong organisation have got themselves into has turned the spotlight, yet again, on conduct in the commodity trading business. The world of commodities is no stranger to instances of losses of heroic levels, going all the way back to Kloeckner in...
US LNG Production challenges Despite the low levels of feed gas prices in the US, LNG produced by liquefaction plants is struggling to find end consumers. Given the nature of these facilities (frequently a tolling-style contract), the next logical step will be to...
