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, July 29, 2024

To and From tables of connectedness are useful

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  A very useful way to think about connected has been developed by Diebold and Yilmaz in a set of papers that are connected through their bo...

Two types of forecasters - both are not very good

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  “There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.” ―  John Kenneth Galbraith Accept tha...

Money and intelligence - there may not be a connection

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Galbraith says “the specious association of money and intelligence.” When people get rich, others take that to mean they’re smart. And when ...

Financial memory - memory loss is a problem

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  “For practical purposes, the financial memory should be assumed to last, at a maximum, no more than 20 years. This is normally the time it...
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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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