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demand and supply
Tong's Portfolio
Are stocks cheap enough yet?
Regardless, the huge swing seems to be a portent of even greater volatility to come.
October 20, 2022
Tong's Portfolio
Central banks cannot address supply disruptions, the cause of global inflation
A global recession — or worse, stagflation — is now inevitable.
September 23, 2022
Tong's Portfolio
US consumers will drive demand with low household debts
Fact: Globally, economic growth is already slowing under the various strains.
May 05, 2022
Tong's Portfolio
Making profits from sales is about costs and price elasticity of demand
Clearly, the price elasticity of demand depends on the availability of substitutes and alternative suppliers.
March 17, 2022
Tong's Portfolio
Reopening also means a rise in supply… and lower prices ahead for commodities
We suspect the inflation rate in May could be even higher than in April.
May 21, 2021
Oil & Gas
The global oil market is broken, drowning in crude nobody needs
ut the issue is even more pressing because global tank capacity, mostly concentrated in a few hubs like Rotterdam, the Caribbean and Singapore, isn’t available to every producer.
March 29, 2020
Oil & Gas
Demand collapse pins oil below US$30 amid deepening global rout
With airlines cutting the number of flights daily and a growing number of European countries in lock-down, oil markets are heading for an unprecedented glut.
March 17, 2020