Global Macro Monitor blog

I stumbled across Global Macro Monitor blog a few days ago … what a find!
Not only good ideas and analysis, but the author writes with flair (and a great sense of humour).

Have a look at this post, and a great piece of advice to bear in mind when reading the prognostications of market ‘gurus’:

unlike traders and money managers, who have skin in the game, those with little or none, such as economists, strategists, and market gurus, can make outlandish “shock jock” market calls with little consequence.

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