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, January 27, 2025

Skidelsky provides a readable book on money and government

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Money and Government: The Past and Futures of Economics by Robert Skidelsky is a very readable review and critique of monetary economics an...

Ages of American Capitalism - A great economic history

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I just finished the long but comprehensive economic history of the United States by Jonathan Levy, Ages of American Capitalism . If you wa...

Thursday, January 23, 2025

Private versus public markets - the new blending

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There has been a flood of funds into private equity markets under the belief that there is some special investment magic with these firms ...

Trend-following and equity markets - control the costs

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There is money to be made trading long-only trends in equities but like all trading it is not easy and driven significantly by cost assump...

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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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