Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Showing posts with label Europe PMI. Show all posts
Showing posts with label Europe PMI. Show all posts
Sunday, 13 January 2019

Macro and Credit - Respite

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"I decided that there was only one place to make money in the mutual fund business, as there is only one place for a temperate man to...
Thursday, 7 August 2014

Chart of the Day - Europe Air Cargo vs PMI pointing to economic slowdown

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"Admire a small ship, but put your freight in a large one; for the larger the load, the greater will be the profit upon profit." ...
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Tuesday, 11 February 2014

Credit - The Magnus Effect

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"As long as the world is turning and spinning, we're gonna be dizzy and we're gonna make mistakes." - Mel Brooks Wh...
Saturday, 2 February 2013

Credit - House of pain and House of cards

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"Criticism may not be agreeable, but it is necessary. It fulfills the same function as pain in the human body. It calls attention to a...
Monday, 3 December 2012

Credit - The Regret Theory

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"In history as in human life, regret does not bring back a lost moment and a thousand years will not recover something lost in a sing...
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