The Global Financial Crisis (2008)
🚦 The Global Financial Crisis (2008) Introduction Dear all, Over the past few days, I’ve found myself digging deeper into a question I often return to when things seem too calm.
Read →Insights
Growth, debt, currencies and the cross asset picture the rest is read against.
Notes, page 5 of 24
🚦 The Global Financial Crisis (2008) Introduction Dear all, Over the past few days, I’ve found myself digging deeper into a question I often return to when things seem too calm.
Read →When five nations rewrote the rules of the global economy. Can governments really manipulate the value of money – and get away with it? It’s a question I used to ask myself with.
Read →What if the real edge in macro wasn’t your idea – but the size of your bet? In this lesson, we step into the mindset of Stanley Druckenmiller – arguably one of the most consistent.
Read →The era of rapid globalization is giving way to a new trend: deglobalization. As nations reconfigure trade relationships and prioritize domestic production, the ripple effects on.
Read →How speculative pressure forced Britain out of the European Exchange Rate Mechanism. Can a single hedge fund take down a major currency – and win? It sounds like the plot of a.
Read →Keep reading
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