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 bear markets. Show all posts
Showing posts with label bear markets. Show all posts
Monday, 21 May 2018

Macro and Credit - The recurrence theorem

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"Some things never change - there will be another crisis, and its impact will be felt by the financial markets." - Jamie Dimon ...
Tuesday, 28 November 2017

Macro and Credit - The Roots of Coincidence

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"Coincidence is God's way of remaining anonymous." -  Albert Einstein Watching the unabated inflows into Investment Grade ...
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Monday, 23 October 2017

Macro and Credit - Who's Afraid of the Big Bad Wolf?

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"If you live among wolves you have to act like a wolf." - Nikita Khrushchev While still being mesmerized by the "goldil...
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