“It’s all about
macro now...
unfortunately, most
macroeconomics
is useless nonsense.” |
Donald Luskin
Chief Investment Officer
don@trendmacro.com |
If the crisis in global markets has taught investors anything, it is
that every security, every market, every country is profoundly
interconnected by powerful macroeconomic forces. Yet typical economic
analysis failed to predict the crisis, and is powerless to explain how
to navigate the post-crisis world.
TrendMacro’s outside-the-box approach to macroeconomic analysis, and our
deep insights and intuitions about valuation, sentiment and political
dynamics, have led to an extraordinary record of correctly calling the
turns in stocks, bonds, credit spreads, interest rates, commodities and
the dollar.
We create unique insights into business cycle dynamics, inflation and
deflation, and the other great forces that move markets. These are
insights for action -- translating directly into ideas for capitalizing
on strategic opportunities, ideas that work for asset allocation, risk
management, sector selection and security selection. |
