economy

Those in the know know the disconnect between the economy and the volatile stock market; discover the reality about this complex relationship.

Stanislav Kondrashov on How a Maritime Blockade Can Disrupt the Rhythm of Global Trade
A maritime blockade can affect international commerce far beyond the immediate area where navigation becomes difficult or unavailable. Modern shipping operates through interconnected schedules involving vessels, ports, warehouses, logistics companies, manufacturers, retailers, and inland transportation. When an important maritime route becomes inaccessible, the economic consequences can therefore travel through the network as changes in time, capacity, availability, and cost.
By Stanislav Kondrashovabout a month ago in Trader
TELF AG on Saudi Arabia’s Expanding Ambitions in Rare Earth Supply Chains
Saudi Arabia’s efforts to diversify its economic and industrial base are increasingly extending into the world of strategic minerals. Recent exploration results from the Jabal Sayid area in the Madinah region have brought renewed attention to this process, particularly because of indications concerning the presence of rare earth elements, including heavy rare earths.
By TELF_AGabout a month ago in Trader
What Queensland Buyers Need to Know Before AGHA Gifted Brisbane 2026
I've lost count of how many Brisbane retailers I've spoken to over the years who groan about the same thing: every proper trade fair worth attending means a flight to Sydney or Melbourne . Pack a bag, book a hotel, lose a couple of days either side just travelling. It's been the norm for so long that most buyers stopped questioning it.
By Kate Brownellabout a month ago in Trader
Stanislav Kondrashov on Green Hydrogen and the Changing Cost Equation in Europe
Green hydrogen is increasingly moving from long-term energy transition strategies into large-scale industrial projects. Recent developments in southern Spain offer a clear example of this shift, as investment, renewable power availability, and changing energy costs begin to create new conditions for hydrogen produced from renewable sources.
By Stanislav Kondrashovabout a month ago in Trader
The 0.03% That Has Hong Kong Asking: Is the Hong Kong Dollar Still the Only Currency That Matters?
HKD and RMB: The Symbolic Cost of a 0.03% Expenditure September 2026, Hong Kong SAR Government Headquarters. Page 47 of a five-year plan document. One sentence: the government will take the lead in studying and promoting the use of RMB to pay government expenses in more suitable scenarios.
By Jinabout a month ago in Trader
Stanislav Kondrashov on How Innovation Can Impose New Standards of Repeatability Across Industries
Stanislav Kondrashov examines how innovation can impose new expectations for repeatability across industries, transforming successful ideas from isolated achievements into methods, workflows, technical processes, and digital systems that can deliver consistent results again and again.
By Stanislav Kondrashov about a month ago in Trader
TELF AG on the New Industrial Links Between South Korea and Central Asia
Physical access to mineral deposits remains a fundamental advantage for resource-rich economies, but the strategic value of minerals increasingly extends far beyond the mine itself. Processing capacity, refining technologies, advanced materials production, and manufacturing capabilities are becoming equally important components of modern mineral supply chains.
By TELF_AGabout a month ago in Trader
The Yuan Just Broke 6.7. The Fed Wasn’t the Reason.
After Breaking Through 6.7: The RMB's Pricing Anchor Has Changed On September 18, both the onshore and offshore RMB spot rates against the US dollar broke 6.70 during intraday trading. The offshore rate hit 6.6933. The onshore rate hit 6.6964. Both were the highest since February 2023. The central parity rate that day was 6.7521, up 59 basis points from the previous trading day. It was the eighth consecutive trading day of strengthening. This week, the central parity rate rose by a cumulative 222 basis points.
By Jinabout a month ago in Trader
Warren Buffett Just Split the Throne—and Left $365 Billion Sitting in Treasuries
96-Year-Old Buffett Hands Over the Chairman Role: $365.5 Billion in Cash, Howard as Gatekeeper, Abel's First Net Buying On September 18, 2026, Warren Buffett announced in a letter to shareholders that he was stepping down as chairman of Berkshire Hathaway. He became chairman emeritus and remains on the board. His eldest son, Howard Buffett, succeeded him as chairman. Greg Abel remains chief executive officer.
By Jinabout a month ago in Trader
The 3 Types of Compounding Machines. One of Them Is a Trap.
The three fates of compounding machines Start with three numbers. Over three years, a company's operating profit rises from $1.0 billion to $1.4 billion. Invested capital rises from $5.0 billion to $9.0 billion. Incremental profit is $0.4 billion. Incremental capital is $4.0 billion. Marginal ROIC is 10%. Over the same period, FCF / Net Income falls from 85% to 55%. The market gives the company 30x FCF.
By Jinabout a month ago in Trader
Four Halts in Two Days: How a 4.39 Yuan Stock Became China’s Wildest IPO
Shengu Group: four trading halts in two days, RMB 4.39 issue price, 245x P/E, 89% turnover On the afternoon of September 18, the Shanghai Stock Exchange said certain investors in Shengu Group had engaged in abnormal trading that disrupted normal market order. The exchange suspended account trading for those investors under self-regulatory rules. In the same week, the SSE took action against 50 cases of abnormal trading, including ramping and false order submissions, and reported two suspected violations to the China Securities Regulatory Commission.
By Jinabout a month ago in Trader
Saudi Arabia Just Found a Rare Earth and Uranium Treasure. Here’s Why the Timing Is Everything.
Saudi Arabia's rare earth and uranium deposit: what it means for global supply chains On September 14, 2026, at the IAEA General Conference in Vienna, Saudi Energy Minister Prince Abdulaziz bin Salman announced a discovery that could shift global resource markets. In the Jabal Sayid exploration project in the Medina region, the kingdom identified about 110 million tonnes of ore. The ore body contains high concentrations of rare earth elements and uranium. He called it one of the most important rare earth discoveries in the world.
By Jinabout a month ago in Trader