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Macro Economic Trends
139 posts
in this category
2022
(1 posts)
2022 Key insights from Singapore Tech EcoSystem
2022-01-20
2021
(4 posts)
Weekend insights with Jerry and Liza
2021-04-25
An evening of insights with the Hutters
2021-04-11
Observations at the heart of Permian basin
2021-02-10
Observed second and third order impact of GameStop frenzy on market stability
2021-02-01
2020
(23 posts)
Observations of a trucker from the trucking community
2020-11-13
Weapons of Math destruction by Cathy O'Neil
2020-10-21
A weird 2020 when 2008 repeated itself metaphorically
2020-09-14
SPY macro signals for market wide sell offs
2020-06-08
Chat with Quynh on trading
2020-05-25
The dichotomy between privacy and health
2020-04-26
The trouble with markets by Roger Bootle
2020-04-14
Liar's poker by Micheal Lewis
2020-04-14
Minsky moment and the three types of borrowers
2020-04-06
Observations on our news reporting system as well as investment bank forecasting.
2020-04-04
The AI economy, Roger Bootle
2020-03-26
Chat with Johnson and Dad on CoronaVirus and crisis investing
2020-03-18
Global warming and the four horsemen of apocalypse
2020-03-18
Federal reserve rate cuts
2020-03-16
Thoughts on Fake News
2020-02-28
Conversations with Garis
2020-02-27
Thoughts on Crude Oil
2020-02-27
Book summary: George Soros the unauthorized biography
2020-02-18
Book summary: What it takes, Stephen Schwarzman
2020-02-18
The alchemy of finance by Georgo Soros
2020-02-16
Corona Virus versus SARS virus
2020-01-27
Chat with Joe and his dad
2020-01-11
Dinner with Mansu
2020-01-03
2019
(91 posts)
Book summary: Buffett the making of an American capitalist by Roger Lowenstein
2019-12-22
Federal reserve maintains interest rates 11th Dec 2019
2019-12-16
Analysis of MeetUp.com’s penetration into Japan and relevant mobile behavior on crowded trains
2019-12-07
Book summary: The dollar crisis
2019-12-06
French youth impression on President Macron
2019-12-04
Experiments with managing our wealth gap
2019-12-01
Eric Li on the new world order proposed by China
2019-11-26
Investment Biker, Jim Rogers
2019-11-14
Lee Kuan Yew, Interviews and selections by Graham Allison and Robert D Black Will with Ali Wyne
2019-11-14
Federal Reserve chairman testifies before Congress 20191113
2019-11-14
On China, Henry Kissinger
2019-11-11
Examples of various networks failing at scale
2019-11-07
Federal Reserve interest rate cut decision 20191030
2019-10-31
Bloomberg is a laggard for trend reporting
2019-10-19
General thoughts on Mark Zuckerberg’s warning of the internet’s role in Authoritarianism displacing Democracy
2019-10-18
Growth Leaders Cocktail Hour & Modern CMO Panel
2019-10-18
Constrains on world GDP levels
2019-10-17
Simultaneous inflation and deflation pressures in China
2019-10-15
An unchanging constant as the source of trust
2019-10-13
Thoughts of various asset class type and their usage
2019-10-11
Observed unwinding of credit in the market
2019-10-11
Oil's relationship with the macro economic environment
2019-10-11
Observations on how public opinion is shaped in the US
2019-10-09
List of companies that have been heavily punished by macro economic trends to consider for purchase
2019-10-08
Thoughts on excessive use of leverage
2019-10-08
Chat with Punit
2019-10-07
Observations of market behavior during the period of September leading up to October
2019-10-04
Fluid dynamics within the markets
2019-09-30
Book summary: Invest with the Feds by Robert R Johnson, Gerald Jensen and Luis Garcia Feijoo
2019-09-28
LA trip to visit Johnson
2019-09-28
Chats with Ilya on hedge funds
2019-09-23
Evening out watching Rambo, last blood
2019-09-22
Key insights from mooncake festival at house of Jerry and Liza
2019-09-08
David Letterman interview with Barack Obama
2019-09-06
The American Factory
2019-09-06
Book summary: Understanding big debt crisis by Ray Dalio
2019-09-05
Key insights from weekend with Jerry, Liza, Ada and Dan
2019-09-01
Escalating tension in Asia Pacific and how history tends to repeat itself
2019-08-28
Book summary: The Asian Financial Crisis by Shalendra Sharma
2019-08-24
Afternoon with Tomasso on the limitations of Artificial intelligence's application
2019-08-21
Book summary: The Savings and Loan Crisis - Lessons from a regulatory failure
2019-08-20
Why banks are trading at or below net book value
2019-08-20
Book summary: Barbarians at the gate by Bryan Burrough and John Helyar
2019-08-15
Key lessons from When Genius Failed by Roger Lowenstein
2019-08-12
Insights from evening with Wine and Jam session with Adriene and Dennis, Birthday party with Konstantine
2019-08-11
Insights from lunch with Andrew and Paul
2019-08-07
Macro economic extension to loss aversion reversion to mean trading methodology - Government versus Government scenario
2019-08-06
Donald Trump's August 1st 2019 tweet on additional tariffs
2019-08-02
Federal Chairman Jerome Powell on 0.25% interest rate cuts
2019-08-01
Manias, Panics and Crashes - balance of trade mechanism
2019-07-30
Book summary - The Bank Credit Analysis Handbook by Jonathan Golin and Philippe Delhaise
2019-07-25
Thoughts on avoiding the greater fool theory
2019-07-24
The case for hastening the replacement of workers with AI
2019-07-24
Summary of readings and conversations for the week
2019-07-15
Key highlights of Fed Chair Jerome Powell's testification before the congress
2019-07-11
Book summary AI super-powers, China, silicon valley and the new world order by Kai Fu Lee
2019-07-10
Thoughts on systemic risk
2019-07-10
ETFs disrupts hedge funds and democratizes playing field for individuals while driving demand for alternate data
2019-07-01
Mark Zuckerberg chats with Yuval Noah Harrai on the Future of AI
2019-07-01
Trends associated with GetData.IO
2019-06-29
Analysis of the Facebook Libra Token
2019-06-27
20190619 - Federal reserve chairman Powell’s speech
2019-06-20
Book summary - the wealth of nations
2019-06-20
Reflections on the subject of economics
2019-06-19
Non-purchase of DOMO despite 10% dip
2019-06-17
Guo Jia’s Ten Advantage Framework
2019-06-17
Loss aversion reversion to mean exit strategy
2019-06-11
Macro-economics negative spiral leading indicator
2019-06-10
June 4th 2019 US/China trade war loss aversion reversion to mean pattern
2019-06-05
Learnings on shorting the market during the May 2019 US/China Trade war
2019-05-30
Key take aways from The Governance of China by Xi JinPing
2019-05-28
Prediction on US/China Trade war to be verified in 2021
2019-05-28
Key takeaway from Great Again by Donald Trump
2019-05-26
The mushroom at the end of the world
2019-05-25
Book summary - The Signal and the noise
2019-05-25
Book summary: Everybody lies by Seth Stephens-Davidowitz
2019-05-25
Post 2019 US/China Trade War companies for consideration
2019-05-23
Insights from dinner with Josh
2019-05-16
Key trading mistakes during execution
2019-05-16
3rd June post effects of 13th May 2019 US/China Trade war on US markets
2019-05-15
Macro economic analysis on US/China 2018/2019 Trade war
2019-05-14
Donald Trump’s 3rd May 2019 trade war tweets on stock market index around the world
2019-05-07
Book summary: The Fate of Rome
2019-05-04
Insights from dinner with Yuan
2019-04-27
Societal comparison between our current day and age versus the era of communism's rise
2019-04-22
Insights from the week
2019-04-13
Insight from dinner with Sujit
2019-03-21
Key take aways from Trust me I am lying
2019-02-20
Key take aways from the Blockchain revolution
2019-02-20
Key take way from the Truth Machine, Michael J.Casey
2019-01-19
Key observations of Chinese One Belt Road Initiative in Africa
2019-01-18
2018
(20 posts)
Symbiotic relationships between man and other species
2018-12-26
Key observations in Ethiopia
2018-12-13
Key learnings: Les Capital, Karl Marx
2018-12-11
Observations in Sudan
2018-12-08
Key aways from Anabasis, Xenophon
2018-12-02
Key take aways from Mien Kampf, Adolf Hitler
2018-12-02
Deep penetration of Chinese in Egypt
2018-11-29
Analysis of Saudi Arabia's revenue model disruption and technology trends within Jordan
2018-11-18
Facebook is now a phase 3 social network
2018-11-17
Observation on Israel and the Palestinian states
2018-11-12
Necessity breeds innovation
2018-11-02
Insights from conversations with Ilya
2018-10-29
Book summary - Fault lines
2018-10-26
Ray Dalio: Beating the stock market by learning history
2018-10-05
Forum - Ten years after Lehman brother’s bankruptcy: where are we now and what lies ahead
2018-10-04
On similarities between organizations and organisms
2018-09-24
Insights from lunch with Jamie
2018-09-19
Insights from drinks with Charles Wu
2018-09-19
Insights from Steven
2018-08-20
Learnings from QiXiang, Vivian and Angelina Wu
2018-08-20