Did hedge funds unwinding basis trades destabilize US Treasury market in March 2020? Is there a case for more oversight/regulation? Setting stage for a series of newsletters on the wrenching disturbance in the most important financial market: Sign up here:
adamtooze.substack.com/p/chartbook-ne… https://t.co/gFS5RKms74
If underinvestment is one of the factors constricting supply of commodities/energy right now. The price collapse of 2014 is by
June 26, 2022
If underinvestment is one of the factors constricting supply of commodities/energy right now. The price collapse of 2014 is by far the most plausible explanation.