Tuesday, 07 October 2008 21:00

The Great Global Macro Experiment, Revisited

I wrote the following on 9/1/2007, the first day of the blog's existence. As you read it, remember, the dot.com bubble and bust, historically low interest rates, real estate and credit bubble, concerted global interest rate reductions to historically negative real rates, rinse lather repeat... Someone asked me in the comments section, before they subscribed to my paid research, if I was as successful going long as I was going short. Well, my numbers actually looked better long than short - its easier work!

I jump "traditional" asset classes like a floozy jumps bed linen. You see, my asset class of choice is the global economic boom-bust cycle. Guys like Bernanke and Greenspan are the one's who allow me to feed my kids. They pump, dump, inflate to the extreme to bubble and crash, deflate to the extreme to bubble and burst, etc. Let me know if the following 1 year old + article sounds familiar, afterward I will post a graph of what I do for a living (there is a reason why I call this the BoomBustBlog):

Tuesday, 07 October 2008 21:00

The Great Global Macro Experiment, Revisited

I wrote the following on 9/1/2007, the first day of the blog's existence. As you read it, remember, the dot.com bubble and bust, historically low interest rates, real estate and credit bubble, concerted global interest rate reductions to historically negative real rates, rinse lather repeat... Someone asked me in the comments section, before they subscribed to my paid research, if I was as successful going long as I was going short. Well, my numbers actually looked better long than short - its easier work!

I jump "traditional" asset classes like a floozy jumps bed linen. You see, my asset class of choice is the global economic boom-bust cycle. Guys like Bernanke and Greenspan are the one's who allow me to feed my kids. They pump, dump, inflate to the extreme to bubble and crash, deflate to the extreme to bubble and burst, etc. Let me know if the following 1 year old + article sounds familiar, afterward I will post a graph of what I do for a living (there is a reason why I call this the BoomBustBlog):

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