Author Archives: Nigel Trimmer

Tianjin And The Hidden Fragility Of Dollar Primacy

Collateral Chains: China Rewrites Sovereign Risk

Tariffs threaten Canadian oil exports – build Pacific routes

Gold is replacing Treasuries. Your 401k missed the memo.

Margin Bets Now Top $1 Trillion. Watch Out Below.

BOE Repo Reforms: Strengthen One Beam, Stress Another

Dudley warns on fragile Fed independence complacency

Bonds Are Breaking The Social Contract, Not Just Portfolios

Tariffs Tax Consumers, Narratives Set the Bill

Five percent tests the myth of safe government debt

5% Long Bonds, Data Commons, and the Next Fragility

Wall Street Is Underpricing Regime Risk Again

AI stock tools lag S&P 500, revealing a fragile consensus

Big Tech Concentration Is a Single Point of Failure

From Stabilizer to Stress Point: The Perils of Taxing Remittances