Separating Signal From Noise In Markets
There’s not much information to get. The most important variables in global macro are the economic conditions and how central banks respond to those conditions. To get that information, I read the paper, look at the data, watch what the officials say, and try to read between the lines. From an actual trade point of […]
The Curve of Destiny
In this month’s MIR we discuss the “Curve of Destiny” and what it means for commodity markets going forward. We also take a look at ag stocks and cheap bond volatility.
