Disciplined Systematic Global Macro Views

"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.

Friday, December 13, 2019

What is going on with equity ARP? Just a poor period or something more

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What has been going on with classic equity alternative risk premia like size, value, and momentum? This has been a key investor quest...

Thursday, December 12, 2019

Lagarde - First lesson of central banking - Do not provide clarity

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Lagarde: We expect ECB interest rates to remain at their present or lower levels until we have seen the inflation out...

Wednesday, December 11, 2019

Inflation is a global issue, but what if globalization reverses?

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The US has a 2% inflation target. Other countries have similar targets. All are frustrated by the their inability to consistently reach ...

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About Me

Mark Rzepczynski: Mark has over 25 years of market experience on both the buy and sell side of the markets. He was formerly a professor of finance with a focus on futures, options, and speculative markets. He is looking to engage in a dialogue on global economic and finance issues to enhance our understanding of markets.

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