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 default risk. Show all posts
Showing posts with label default risk. Show all posts
Saturday, 27 April 2019

Macro and Credit - From Dysphoria to Euphoria and back

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"Fear and euphoria are dominant forces, and fear is many multiples the size of euphoria. Bubbles go up very slowly as euphoria builds...
Thursday, 13 December 2018

Macro and Credit - Mithridatism

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"Many have said of Alchemy, that it is for the making of gold and silver. For me such is not the aim, but to consider only what virtu...
Monday, 24 September 2018

Macro and Credit - White Tiger

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"Earnings don't move the overall market; it's the Federal Reserve Board... focus on the central banks, and focus on the movem...
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