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. Show all posts
Showing posts with label Europe. Show all posts
Wednesday, 30 January 2019

Macro and Credit - The Zeigarnik effect

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"Both poker and investing are games of incomplete information. You have a certain set of facts and you are looking for situations whe...
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...
Friday, 10 August 2018

Macro and Credit - Maneuver warfare

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"War is not an independent phenomenon, but the continuation of politics by different means." - Carl von Clausewitz Looking w...
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