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Analysis & Opinion

Analysis & Opinion

The Next Subprime Crisis Has Already Started

The subprime mortgage market that crashed the global economy in 2008 was worth about $1.3 trillion. Today, a new subprime crisis is now upon us and has largely gone unnoticed. Paul and Ken assess what this means today and why the problems in the mortgage sector have not gone away even though conventional wisdom suggests that is indeed the case. [read more]

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There are claims that Iran is exporting diesel to Russia for onward sales. This is not the case and there is one very obvious reason why.

Iran produces around 70 million litres of diesel per day whilst its domestic demand is currently around 85 million litres per day.

You do

Once again this is now very clear and why we recorded this YT clip when we did.

We will be putting out a Ukraine clip today in the same vein.

As ever be informed.

I suspect that the outcome of the Man City affair isn't going to be what just about anyone who is interested imagines.

We shall see.

A real pleasure as always to do another recording with @Paul_AQRM

NEW: Global Bond Markets At Crossroads As Gold Takes Centre Stage

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