The Great Global Macro Experiment, Revisited

I wrote the following on 9/1/2007, the first day of the blog's existence. As you read it, remember, the dot.com bubble and bust, historically low interest rates, real estate and credit bubble, concerted global interest rate reductions to historically negative real rates, rinse lather repeat... Someone asked me in the comments section, before they subscribed to my paid research, if I was as successful going long as I was going short. Well, my numbers actually looked better long than short - its easier work! I jump "traditional" asset classes like a floozy jumps bed linen. You see, my asset class of choice is the global economic boom-bust cycle. Guys like Bernanke and Greenspan are the one's who allow me to feed my kids. They pump, dump, inflate to the extreme to bubble and crash, deflate to the extreme to bubble and burst,... [read full story]                    

Add Comment
There are also 1 related articles
View all news articles about*:
*Newstin tag cloud displays all featured persons, associated organizations, related topics, regions and companies