Betting on the Czech Koruna & the Mundell-Fleming Trilemma

Foreign exchange rates are notoriously difficult to predict over the short term, because there’s a great deal of volume traded across the world by many various players (governments, corporations, individuals, etc) for all sorts of reasons. However, they are easier to see over a longer term period as they are the reflection of the interactions of … More Betting on the Czech Koruna & the Mundell-Fleming Trilemma

Dead Companies Walking – A Review

There aren’t many investment books out there that offer thoughts about shorting stocks, since shorting is generally viewed as taboo (which is a misguided connotation since there’s a great amount of empirical evidence to suggest that enabling short activity allows capital markets to be more efficient). Thus, there is a great deal of value to … More Dead Companies Walking – A Review

Review of “How to Make Money with Global Macro”

After reviewing Greg Gliner’s “Global Macro Trading” earlier, I thought I’ll work my way on another book. There aren’t many books on global macro and macro investing out there, so Javier Gonzalez’s new book – “How to Make Money with Global Macro” naturally piped my interest to work through it. I got it via Fishpond.com, … More Review of “How to Make Money with Global Macro”

My main takeways from market wizard Jamie Mai

Cornwall Capital’s Jamie Mai’s interview in Jack Schwager’s ‘Hedge Fund Market Wizards‘ is probably one of the most insightful that I’ve found in this indispensable book. Mai is documented under the chapter of ‘Multistrategy Players’ among other investors like Edward Thorp and Michael Platt. To provide the context, Mai was one of those who successfully navigated the … More My main takeways from market wizard Jamie Mai