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.

Tuesday, June 30, 2026

Did we grow our way out of WWII debt?

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We are facing a major debt crisis in the US, yet the alarm bells don’t seem to matter. The argument is that we run the economy hot, and st...

Thursday, June 18, 2026

From theory to reality - the ineffectiveness of socialism

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Chantrill's four laws on the ineffectiveness of socialism. Socialism cannot work because of prices for multiple goods (Mises) Adminis...

Earnings sustainability and equity returns

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Nothing lasts forever. Many believe that trends are sustainable over the long term, but that is not the case, so today’s trend or growth rat...

Sunday, June 7, 2026

Kahneman's solution to system1 thinking

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Daniel Kahnemena came up with the idea that people either use system 1 or system 2 decision-making. In system 1, the brain makes impulsive...

Saturday, June 6, 2026

Follow those small cap stocks; not the overvalued mega-caps

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With all of the talk about the AI revolution and the Mag 7 over the last year, many investors have missed a really strong investment story...

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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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