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 PMI Services. Show all posts
Showing posts with label PMI Services. 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...
Saturday, 23 November 2013

Credit - In the doldrums

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"There are many countries in the world that when they reached the middle-income stage, they witnessed serious structural problems suc...
Monday, 11 March 2013

Today's French industrial production is indicative of recession looming

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"The only relevant test of the validity of a hypothesis is comparison of prediction with experience." - Milton Friedman  Ba...
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