Welcome to my blog.
I write about investing, monetary economics and global financial markets.
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.
Professionally, I am a junior-level investment advisor/analyst at a family office. On the side, I write analysis and investment commentaries on this very blog, to which you're very much welcome.
Thanks for stopping by and have a good day,