Dan on July 23rd, 2016

Anybody who has invested in emerging markets over the last few years will tell you they have been killed.    Investing in emerging markets has been a small part of my diversification strategy, so while it has not been a winner I see it as a cost of diversification. So I was interested to see […]

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Dan on July 7th, 2016

This interview with Mohamed El-Erien has a great quote in it which got me to realize why I find economics so interesting: In the mid-’80s the IMF made an attempt to understand financial markets. And I was sent to talk to asset managers in New York. The question was asked to them: “What was the […]

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