Thursday, April 7, 2011

A new blackboard...

So I will start using this space to organize my thoughts on global macro investing.
We're living through schizophrenic times.

Investors are changing their minds intra-minute.
Sell-side analysts and economists have missed massive turn arounds.
Governments and Central Banks have done the impossible.
Capitalism's face has changed.
And the future of the current monetary regime is in danger.

So writing things out might prove my own thoughts wrong and make me review my investment ideas.

Welcome to my mess.

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