"Disciplined Systematic Global Macro Views" focuses on current economic and finance issues, changes in market structure and the hedge fund industry as well as how to be a better decision-maker in the global macro investment space.
Monday, May 27, 2024
Market direction - time series or cross-sectional
Watching the market is usually an up or down visual. Call this watching the systematic risk. Watching side to side is not tennis but focusing on the cross-sectional risk and opportunities. Investors should be doing both.
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