"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.
Thursday, August 18, 2011
This is all about return of capital and not the return on capital
From RBS -
We have to treat ourselves as credit investors and not value investors.
The market perception is moving more into protection mode and this is not good for stock appreciation.
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