Continuing my never-ending pursuit of global macro education, I picked up an interesting book last year and was hooked to it immediately, reading it through in just one sitting: It’s a fascinating insight into the process and lens of a successful discretionary macro trader, and the book is available on Amazon for purchase. Alex Gurevich was … More ‘The Next Perfect Trade’ – a brilliant book on macro trading!
In the first article of this series, we covered the philosophy and mindset of Soros’ Quantum Fund. We learnt about (i) Soros’ belief of Heisenberg’s Uncertainty Principle, (ii) his attitudes towards risks (that its omnipresent and has to be managed in relative and subjective degrees), and (iii) his ruthless obsession about the bottom line. In this … More Lessons from Soros’ Quantum Fund! Part II
To understand the game of the financial markets, we need to understand the game masters The game masters are the central banks, as they directly influence the costs of credit in the financial and real economy, influencing the business cycles The ECB will gradually move to wind down its stimulus programme, but has to maintain … More Playing the ECB’s potential tapering?
En Garde! French citizens are once again heading to the polls in what is arguably 2017’s most widely and closely-watched high key political event: the French Presidential and Parliamentary Elections! At stake? Possibly the future of the European Union (EU). That’s because one of the potential candidates for the Presidency, Madame Marine Le Pen, is calling … More En Garde! Playing the French Elections & a Frexit?
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”
Colm O’Shea, who is the founder and CIO of London-based COMAC Capital, was once interviewed in Jack Schwager’s “Hedge Fund Market Wizards” – a brilliant and epic book for readers interested in understanding the minds of various types of hedge fund managers and the way they approach the financial markets. Here are some of my main … More Investment Lessons from Investor Colm O’Shea
DISCLAIMER: SPOILER ALERT! Marvel’s latest movie to hit the screens feature a high-flying neurosurgeon who meets a tragic and career-ending accident and stumbled into the world of magic and sorcery while scouring for a recovery to his injuries. Upon discovering this new realm, he joins a clan of mystical warriors and sorcerers who are working … More What Marvel’s Doctor Strange can teach us about investing