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.

Wednesday, September 9, 2026

Net interest and entitlement 98.4% of tax receipts

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  This is a crazy number - over 98% of all Federal Government Receipts go to net interest and entitlements. Only 2% of tax receipts cover th...

The shifting Overton window

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  The Overton window is an effective tool for describing changing opinions in politics and science. The window is a simple construct. Joseph...

1873 - the first depression and monetary mistakes

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  1873: The Rothschilds, the First Great Depression, and the Making of the Modern World by Pulitzer Prize-winning historian Liaquat Ahamed ...
Tuesday, September 8, 2026

How bad are the bond market returns?

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  Bonds are a bad bet, or have been a bad bet. In fact, the current period has been the worst in the longest history available. It is worse ...
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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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