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Behavioral Macro

Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings

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Behavioral Macro | markdow.tumblr.com Reviews

https://markdow.tumblr.com

Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings

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Behavioral Macro | CNBC interview on Gold and Silver from Dec 12th

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Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings. CNBC interview on Gold and Silver from Dec 12th. Here’s the vid:. Http:/ video.cnbc.com/gallery/? Blog comments powered by Disqus. The Minimalist Theme designed by Pixel Union.

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Behavioral Macro

http://markdow.tumblr.com/page/4

Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings. Greece: Policy Overhang, Debt Overhang and Growth–A Quick Reaction. Of the Peterson Institute recently wrote a piece entitled “ A Political and Intellectual Proxy War over Greece. Rdquo;. Angel has been an insightful, clear and constructive voice throughout the European crisis. This piece is no different. I urge you to read it. Ndash;The policy overhang (slippage risk, serial neg...

3

Behavioral Macro

http://markdow.tumblr.com/page/5

Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings. The Federal Reserve, on Avalanche Patrol. In September of last year the Fed laid out. In rough terms which tools it intends to use in the normalization process and the order in which it plans to use them. Of course, as has been its hallmark post-crisis and as evidenced in its most recent Minutes. The Fed has indicated it’s ready to adjust its plans as and if needed. Here’s ...

4

Behavioral Macro | Emerging Markets in a New York Minute

http://markdow.tumblr.com/post/74722949865/emerging-markets-in-a-new-york-minute

Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings. Emerging Markets in a New York Minute. For me the EM switch flipped in 2012. We’d had inflows and bull markets for 12 years–well before QE. Now, the outflows come. Doesn’t matter what the trigger was. It’s on. It was just a matter of time. Reblogged this from yahoofinance. Reblogged this from yahoofinance. Reblogged this from markdow. Reblogged this from markdow.

5

Behavioral Macro

http://markdow.tumblr.com/page/2

Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings. Today, it begins. Around the same time every winter I have the great fortune of getting together with a small group of ex-colleagues/friends from Hedgistan in an undisclosed mountain location for skiing and the best hot chocolate on the planet. And market talk. Lots of market talk. As you’d also expect, we talked a bit about oil as well. What would end the bear market? This debt ...

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Behavioral Macro

Mark Dow's microblog, analyzing global macroeconomic and market issues, often through the prism of our cognitive shortcomings. Emerging Market Currencies: Size it Right, Sit Tight. Pro memoria: the dominant error in professional investing is over-forecasting corrections and then chasing bull markets from a position of weakness.). I’ve given the reasoning for this view here. And my broader views on central banks and currency markets are laid out here. Basically, it all boils down to:. Technically, the pic...

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