Welcome to my blog.
I write about investing, monetary economics and global markets, especially fixed income.
I believe strictly economic business cycle measures, like PMI, are overrated, and markets measures, like for instance swap spreads, underrated. That's why I analyze both, but give priority to the latter. The product of such analysis is my monthly Business Cycle Watch that I publish at the beginning of each month. The report covers two or three big themes that have been recently playing out in the markets/econ data. A short analysis backed with relevant statistics.
The mission of this blog is to dissect and understand the global monetary system, and for that reason I also publish articles that describe some pieces of the system, as well as my personal book notes.
I aspire to tie my future with wealth management, long-term. My role model is Felix Somary, who successfully steered assets of his friends and clients (e.g. Austrian Rothschilds) through the storms of two world wars, interwar devaluations and the great depression.
Have a good day,