Sunday, October 15, 2017

The Coming Renaissance of Macro Investing

This macro hedge fund manager provides prescient insight on the demise of the petrodollar, but doesn't go far enough in providing financial solutions in a geopolitical environment of reduced US influence in financial markets.  Shorting the USDollar is one investment theme.  Going long precious metals among other commodities are another.

http://www.barrons.com/articles/the-coming-renaissance-of-macro-investing-1507957012

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