Avoid the noise, invest in the signal. Investing in global macro requires taking the worldly view of the hedgehog, while having the tactical flexibility of the fox to capitalize on the ever-changing investment landscape.
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Back in 2008, I created Woof Report, a daily email newsletter for dogs and their people. Years later, the newsletters came to an end, but I could never leave my beloved ‘pet project’ behind. I knew one da…