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 inflows. Show all posts
Showing posts with label inflows. Show all posts
Sunday, 21 January 2018

Macro and Credit - The Lindemann criterion

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"We're just a bubble in a boiling pot." - Jack Johnson Looking at the acceleration of inflows, with record flows piling ...
Monday, 17 April 2017

Macro and Credit - Narrative paradigm

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"The first step towards philosophy is incredulity." - Denis Diderot, French philosopher Watching with interest hard data beco...
Monday, 3 April 2017

Macro and Credit - Mexican divorce

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"Friendship is the marriage of the soul, and this marriage is liable to divorce." - Voltaire Watching with interest Theresa M...
Sunday, 5 March 2017

Macro and Credit - Just Like Heaven

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"The latest trade of a security creates a dangerous illusion that its market price approximates its true value. This mirage is especi...
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