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.
This site is called 99% Derisible because it's not a finished product or something to be taken too seriously. Everything here should be treated as an experiment or work in progress as I keep developing ideas and talking to all you. Simil…