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.

Friday, December 30, 2022

The abnormalities in labor markets are not changing with rising rates

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The current labor markets are not easily understood. The economy has been slowing down, yet unemployment is low, job growth is good, partici...

Thursday, December 29, 2022

Moving beyond a binary world - a slow speed of adjustment year in 2023

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In the summer, we discussed the world being binary - inflation / no inflation; recession / no recession; geopolitical crisis / no crisis. Th...

Wednesday, December 28, 2022

VUCA and VUCA prime - more on Volatility Uncertainty, Complexity and Ambiguity

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Coach Lasso’s paradigm appears to be the personification of “VUCA Prime,” a countermeasure created by Bob Johansen. In his version, VUCA sta...

Friday, December 23, 2022

There is more than one way to measure inflation

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Inflation is starting to come down, but there is a lot in the inflation numbers that we just take for granted or that we do not think abou...

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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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