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.

Monday, September 3, 2018

Risk-on in US but not for the rest of the world

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Call it the pain of international diversification for 2018. With a significant divergence between US and international equities, the c...

Gold - The asset we often use to project fear and optimism

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Gold is hard to understand as an investment. Sometimes it behaves like an inflation hedge but at other times it does not. Sometimes...

Sunday, September 2, 2018

The Two Disconnects of 2018 - Market Behavior Versus Politics and US Versus International

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What can be called the twin disconnects of 2018 have continued this summer. There is the disconnect between market and political beha...

Friday, August 31, 2018

Judgment And Experience - A Recipe For Success For Any Strategy

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Each situation requires a balancing derived from judgment and arising from experience, skills acquired by learning from the past and tr...

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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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