Macro
Inching towards a new (world?) order
Like many based in the Southern Hemisphere, I have spent too many hours since January 21 not sleeping and keeping
9 min read
Listening or reading anything the legendary Dr Lacy Hunt says and writes reminds me of opening an encyclopaedia of economic history, sitting in a comfy chair in a Barnes & Noble, sipping a coffee from their in-store cafe. (RIP Leonard Riggio, builder of the transformed B&N. Died 27-August 2024 at 83yrs of age).
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Macro
Inching towards a new (world?) order
Like many based in the Southern Hemisphere, I have spent too many hours since January 21 not sleeping and keeping
!["Reading [data releases] without reflecting is like eating without digesting"](https://images.unsplash.com/photo-1535401325524-b2a6728f0573?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wxMTc3M3wwfDF8c2VhcmNofDQzfHxjb250ZW1wbGF0ZXxlbnwwfHx8fDE3MjgyNzI0MDN8MA&ixlib=rb-4.0.3&q=80&w=30)
Macro
"Reading [data releases] without reflecting is like eating without digesting"
The market rallied on the latest monthly US job data released on Friday. This note aims to put into context
Macro
Volatility pre-empts risk, risk pre-empts opportunity.
(Northern) summer trading can be volatile with lower volume but when investors saw the ISM numbers last week, the Japanese