Russia’s Share of Metals Production
Too bad you cannot build a mine in the US…
Mark Mobius: Expect Long Drawn out War. Not Necessarily Bearish for Emerging Markets
Still bullish on emerging markets
Russia’s Largest Imports and Their Sources
An awful lot comes from Germany
Chart: Investor Risk Appetite Tanks
Contrarian indicator
China Junk Yields Surge as Stock Market Implodes
Perhaps it bounces, but then what?
David Roche: Beginning of the End for Putin
“Incompetent”
Despite Everything, 10-Year Yields Still Locked in Down-Channel
Lower and lower
Ominous Sign as Corporate Bond Spreads and Stocks Correlate
Broad risk-off sentiment in both markets
Who Holds Russia’s Central Bank Reserves?
Where Russia’s FX reserves are, and in most cases, are going to stay…
Commodity Index on Pace for Biggest Year-over-Year Gain Ever
All bets are off