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.

Sunday, August 31, 2014

Is NYSE investor credit a signal?

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There is always a point when too much credit leads to a market correction. There is a tipping point and we may be at another one when y...

Jackson Hole fall-out

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Walked through all of the Jackson Hole papers and came to the conclusion is that theme of labor markets was very appropriate at this time a...

Yield gap models and equity allocations

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The yield gap model is an important tool for determining valuation in  equities. You just have to look at the yield on a long-term Treasury...
Friday, August 29, 2014

Yellen at Jackson Hole and transparecy

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The buzzword from central banks for years has been transparency, yet here we are post-Jackson Hole waiting for Chairman Yellen to again say...
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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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