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Strategies for a discontinuous future.












Wednesday, August 11, 2004
 


Macro Picture

The global macro picture ain't what they teach you at school. It's much more plastic and much more hackable. The IMF's report on it's own shortcomings during the Argentina crisis is a long slog - but highly recommended. It reads like a history of the US may read in 2015 given the current state of our finances.

Full disclosure: I have a close family member who works at the IMF.

-- umair // 7:16 PM //


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