Whenever there’s an economic ideology that is gaining traction, I try to keep an open mind about it and stay abreast. I’ve noticed throughout history that when the dominant economic ideology of the day changes, their effects are typically felt over years and decades. After all it was Lord Keynes who wrote that: ‘The ideas … More Modern Monetary Theory – entering adoption phase
Some of my best trades and investments since I started dabbling in financial markets came from investing in entire single countries that have fallen out of favour and holding them for a period of time until they become popular among investors again. What were some of them? My investments in Argentinian equities back in late-2015 … More Greece – turning the corner?
Investor Lawrence Creatura recently published a book where he shared his insights from more than 2-decades worth of valuable experience. The author titled his book: ‘Long & Short: Confessions of a Portfolio Manager‘. Reading such books allows one to shorten the learning curve by learning from the experience of others, so I decided to give the book … More Review of ‘Long & Short: Confessions of a Portfolio Manager’
New Media Investment Group (NEWM) is an American company that invests in media services and digital marketing. The company emerged out of bankruptcy in 2014 (formerly GateHouse Media), and is managed by private equity titan Fortress Group. I came across this company while reading one of Macro Ops‘ letters; a savvy community of global macro investors which I … More New Media Investment Group – a potential turnaround story?
The famous investor George Soros is well-known for a theory of his known as ‘Reflexivity’. He has used this theory of his as a framework to manage his investment firm and to build a fortune over the years from the financial markets. So what exactly is Reflexivity? Here’s the man himself explaining it in his … More Reflexivity detected in Financial Markets – look out!