When I was a teenager my parents taught me, repeatedly I might add, that if I intended on changing the results of my actions, I should consider changing my actions. Invariably, only through the experience of occasional failure would I learn this important lesson. In...
As the first half of this rather forgettable year is now done many of my clients are yearning to know when this volatile period is expected to end. If I was a lawyer, I would answer it in a simple way: it depends. But I’m not a lawyer (much to my parents’...
Perspective Most of what I do is review and analyze global macroeconomic conditions. I fancy myself as a “big thinker” probably due to my upbringing in the proprietary side of the institutional investment game. I tirelessly pontificate upon long-term themes and find...