Cocos: return of toxic bubble-era stuff

Extreme fear is overcoming bond buyers’ extreme greed, but John Dizard doubts this will last

More stable banks, less stable markets

John Dizard prepares for the beach by contemplating where a future financial crisis will hit

BJMJTF Capitol Building, San Juan, Puerto Rico. Image shot 1111. Exact date unknown.

Puerto Rico has pressing choices to make

New debt law backfired on government and means restructuring is coming sooner rather than later

Set of gold bars isolated on white background

US rules make gold the new green

The world is finding ways to get along without the currency after punitive actions by the US

College graduation commencement ceremony.

It is not a good idea to participate in a bad business

It is not a good idea to participate in a bad business, writes John Dizard

‘Hot’ Kurdish oil, cold legal comfort

John Dizard says it takes more than a wink from the CIA to ship Iraqi oil with disputed ownership

High-frequency trading’s US level of evil

John Dizard considers whether there is enough liquidity in equity markets

Left-for-dead gold market ready to rally

John Dizard says recent scandals support the case for the London metal fixes, not their abolition

Big money in obscure US energy events

John Dizard looks beyond recent EPA rulings for truly significant battles in electricity markets

Title: AIRPORT 1975 ¥ Pers: BLACK, KAREN ¥ Year: 1974 ¥ Dir: SMIGHT, JACK ¥ Ref: AIR005AB ¥ Credit: [ THE KOBAL COLLECTION / UNIVERSAL ]
©Universal/Kobal Collection

Central banks fly blind in bond data gap

A lack of information on the state of fixed income markets will lead to disaster, says John Dizard

High noon for Dodd-Frank re-reform

Washington’s legislative scene resembles Main Street just before the gunfight, says John Dizard

Too many reinsurers, not enough premiums

A lack of disasters makes the industry look over-capitalised, writes John Dizard

No silver lining for gold-fix regulation

The field may be more level, but there are not enough players left for a game, says John Dizard

Spanish property advice from the plague

Consider long-term demographic data before investing in real estate, cautions John Dizard

A nice investor-friendly pipeline crisis

Keystone XL may be the walking dead, but the energy industry depends on gas, says John Dizard

Trade credit insurance to the rescue

Humdrum mechanism could mitigate risk of securitising EU banks’ SME lending, says John Dizard

The planets are aligning against the Fed

John Dizard witnesses an unusual conjunction of opinion on an object of loathing

Bondholders don’t get mad, they get even

Ukraine shows how easy it is to find premium returns right in front of you, writes John Dizard

Build a career on expectation of disaster

John Dizard reviews tried and tested survival strategies for when markets melt down

Checkmate for cheap unconventional gas

Shale reserves are not a miracle; they are a high-cost source of fuel, writes John Dizard