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15 Things Global Macro Investors Should Have Learned from The Great Financial Crisis and Aftermath

The Great Financial Crisis shook a lot of trees and made many economists/investors/traders go back and question first principles— at least it should have . https://behavioralmacro.com/15-things-global-macro-investors-should-have-learned-from-the-great-financial-crisis-and-aftermath/ Here’s a quick list of Things We Should Have Learned by Now: Potential growth in developed economies is lower than it was… Continue Reading

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Know your Frenemies

By Apra Sharma Can we bank upon the banking sector and other financial institutions today? The U.S. Chamber released a Financing Main Street report in which they surveyed more than 300 corporate finance professionals to understand the ongoing impact that… Continue Reading

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The wave of unicorn IPOs reveals Silicon Valley’s groupthink

The wave of unicorn IPOs reveals Silicon Valley’s dangerous groupthink: Dozen unicorns that have listed, or are likely to, posted combined cumulative losses of $47bn. Justification is doctrine of “blitzscaling” in order to conquer “winner-Takes-all” markets https://www.economist.com/briefing/2019/04/17/the-wave-of-unicorn-ipos-reveals-silicon-valleys-groupthink … Is it different this… Continue Reading