Fundamental Macro

Hi all,

Thanks to everyone who supported the blog in 2015 by reading it and sending me comments/questions.

You may (or may not) have wondered why I’ve not posted anything for the past few months. Having returned to gainful employment (at Aviva Investors), I’m not really able to blog on global macro topics. But I will likely start blogging along the same lines under the Aviva banner at some point early in 2016. Hopefully it will be just as interesting, but will of course, not contain any investment advice.

I will keep this blog alive, but will likely only update/post infrequently.

Good luck in 2016.

Here is the summary for 2015:

Here’s an excerpt:

A New York City subway train holds 1,200 people. This blog was viewed about 7,100 times in 2015. If it were a NYC subway train, it would take about 6 trips to carry that many people.

Click here to see the complete report.