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 US consumer confidence. Show all posts
Showing posts with label US consumer confidence. Show all posts
Wednesday, 17 April 2019

Macro and Credit - Showdown

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"In every battle there comes a time when both sides consider themselves beaten, then he who continues the attack wins." -  Ulyss...
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...
Monday, 1 October 2018

Macro and Credit - The Armstrong limit

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"Men go abroad to wonder at the heights of mountains, at the huge waves of the sea, at the long courses of the rivers, at the vast c...
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