Tag: economics

Embracing the opportunities of a multipolar world

The Battle of Red Cliffs (赤壁之戰) at the end of the Han Dynasty, ca. AD 208 "The world under heaven, after a long period of division, tends to unite; after a long period of union, tends to divide. This has been so since antiquity" Ancient Chinese proverb The Chinese believe that the above saying accurately … Continue reading Embracing the opportunities of a multipolar world →

If there’s one thing to know soon, it’s MMT

MMT stands for 'Modern Monetary Theory', and it may be the next must-know term to know and understand before it becomes mainstream. OK, but what exactly is Modern Monetary Theory? The Roosevelt Institute published an article about it eight years ago, and it simply describes a school of thought in macro-economic thinking that revolves around … Continue reading If there’s one thing to know soon, it’s MMT →

Weekly Observations: Central Bankers as Gamemasters

An excerpt from a week's journal: 20 August 2018: Observations & Thoughts Today was generally a risk-on environment, with Chinese equity indexes leading the way in Asia Pacific (Japan and South Korea lagged). Indian equities continued to climb higher. The Yuan has also somewhat stabilised and has strengthened against the USD since last week. Chinese … Continue reading Weekly Observations: Central Bankers as Gamemasters →

Lessons from Soros’ Quantum Fund – Part III

In the first and second articles of this 3-part series, we covered the philosophy and the investment principles and strategies of the famous Quantum Fund ran by billionaire investor George Soros. In this third episode, we will cover the management principles of this legendary firm. (I) Be part of a global 'intelligence network' One advantage … Continue reading Lessons from Soros’ Quantum Fund – Part III →

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, … Continue reading Review of “How to Make Money with Global Macro” →

Review of ‘Global Macro Trading’ from Greg Gliner

With praises from market commentator Marc Faber, Byron Wien and Anthony Scaramucci, I had to snap up a copy for my own study and reference given the lack of books on global macro investing. I have to say that this particular one from money manager Greg Gliner is a neat, prescient and useful guide on the art of … Continue reading Review of ‘Global Macro Trading’ from Greg Gliner →