My blogs

Blogs I follow

Gender	Male
Introduction	My strategy is big picture. I am fascinated by credit flows and how central bank and government policy interacts with global trends. I try to time bubbles, predict trend changes and invest accordingly. An inquisitive, contrarian, and skeptical attitude come to me naturally. I believe two things about investing. First, there are plenty of analysts who can pick out which snail (or tech company) will beat the other snails (or tech companies). What I want to know is, "Which asset class is the cheetah standing still?" This is what I have invested years of my time, energy, and thought process to do: understand the confluence of finance and economics and how to speculate on that knowledge.
Interests	Bubbles, crashes, economics, emerging markets, China, gold, bonds, stocks, ETFs commodities, forex, emerging markets
Favorite books	The Alchemy of Finance by Soros, Traders, Guns, and Money by Das, The Black Swan by Taleb, The Volatility Machine by Pettis, The General Theory of Employment, Interest, and Money by Keynes, various articles by Hayek, The Causes of the Economic Crisis by Von Mises, Blink by Gladwell, and more.