Posts tagged 'Inventory'

The role of dark inventory in the commodities bull run of 2008

We’ve argued before that the 2005-2007 commodity bull-run could have been the product of an unwitting self-manufactured squeeze, as the industry rushed to monetise as much inventory as possible to benefit from higher than usual interest rates and as inventory levels dropped. (All pretty much unwittingly, of course.)

As prices increased, the economy choked. Read more

Stock-taking the economy

In the summer, FT Alphaville attended a retreat organised by fin-tech investor Sean Park, who heads up the venture firm Anthemis. The event introduced us to a number of Anthemis’ portfolio and partner companies, all of whom were somehow connected to disruptive trends in finance.

Among them was a company called TrōvRead more