-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Friday, December 14, 2007
 


Guys, if you're a decision-maker (investor, exec, whatever, you have skin in the macro game basically), I strongly urge you to go back over the last few days and read my macro posts.

When you put all the tea leaves in the same cup, there is something seriously wrong going on (way beyond what the markets have currently factored in).

I'm hardly one to get at all excited about the macro picture. I generally find it incredibly boring and lame - which is why I rarely write about it.

Today, though, rereading my macro posts, I actually feel a bit sick (seriously).

-- umair // 2:14 PM //


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