Trade Wars – When Nash Equilibrium meets Deglobalization

Trade war – noun ­– “a situation in which countries try to damage each other’s trade, typically by the imposition of tariffs or quota restrictions.”. The US-China trade war, despite the looks of being surging now, it has already started by 2016 when Donald Trump was fighting for presidency: “Any country that devalues their currency […]

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The Lithium Revolution – Profiting from Supply Mismatch

Profiting with revolutions In 2017, the financial markets were shadowed by two major highlights: the cryptocurrency revolution and the Trump’s revolution. On one hand, investors were presented with the opportunity to gain quick money due to the media attention that was captivating the public’s optimism among (specially) Bitcoins. On the other hand, the more pragmatic […]

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Repopulating the Repo market

At the end of December 2016 the European Repo market experienced an unprecedented level of volatility and dislocation, raising worries over the stability of the whole European Money market. During the trading day of December 28th the repo-rate for specials of several ‘core’ government bonds (including Germany, France, Belgium, Netherland and Austria) tightened to record-low […]

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