I undertake money supply analysis through examination of total commercial bank liabilities in domestic currency. The rate of commercial bank lending explains the business cycle better than traditional measures of the money supply. Further analysis, conducted into the composition of bank liabilities, reveals the predominance of business lending over other types of lending up to [...]
Macro Investing Strategy
Investing strategy is a VITAL part of any investing program. Academic studies reveal that investing strategy is a major component of investment returns. In recent years, the markets have become more volatile and macro investing has become even MORE IMPORTANT than ever. Big swings in equity and commodity markets are now swamping the impact of more minor investing decisions. So given that so much is at stake, how can you ensure that your investing strategy is correct?
Many will tell you flat-out that market timing is impossible. They’ve learnt the hard way through previous mistakes when it comes to applying macroeconomic insights. We also have a plethora of investing blogs on the Internet. The quality of these blogs can be very hit and miss. I’m afraid that when it comes to investing strategy, poor information is often WORSE than no information.
I aim to cut through the noise of the investing blogosphere by providing original and thought-provoking investing strategy that is VALUE ADDITIVE. Yes, macro investing is difficult; but it is not impossible with the right information and analysis. My latest investing articles are below: