Author Archives: Nigel Trimmer

When Markets Forget To Price Disaster Risk

Fragile Truce, Rising Entropy in Energy and Trade

Rerouting Hormuz Risk Creates New Fragilities

No Backstop This Time: Markets Misread the Oil Shock

Hedge fund swaps shift dollar risk into the shadows

Energy Rationing Is Back. Markets Still Don’t Price It

Euphoria in Global Stocks Masks Angst Over Oil Price Impact

Oil war math and the Middle East’s hidden fragility

Bonds Are Pricing Peace In A War Economy

What 200 Dollar Oil Would Actually Break

Stagflation is back

Plastics Pain Exposes a Hidden Energy Derivative

When Cash Becomes a Strategy, Fragility Is Exposed

Iran War Stagflation Fear Turns Bonds Into a Hazard Again

Markets Are Underpricing This Commodity Shock