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Macro and Credit – Respite
“I decided that there was only one place to make money in the mutual fund business, as there is only…
“I decided that there was only one place to make…
Macro and Credit – The Clemency of Titus
Another must read article….   “Clemency is the noblest trait which can reveal a true monarch to the world.” –…
Another must read article….   “Clemency is the noblest trait…
Macro and Credit – Fuel Dumping
“One of the tests of leadership is the ability to recognize a problem before it becomes an emergency.” –  Arnold…
“One of the tests of leadership is the ability to…
Macro and Credit – Mithridatism
“Many have said of Alchemy, that it is for the making of gold and silver. For me such is not…
“Many have said of Alchemy, that it is for the…
Macro and Credit – The Sorites paradox
“Even the largest avalanche is triggered by small things.” – Vernor Vinge, American writer   Looking at the pre-revolutionary mindset…
“Even the largest avalanche is triggered by small things.” –…
Macro and Credit – Zollverein
“An empire founded by war has to maintain itself by war.” –  Montesquieu Watching with interest the evolution of the…
“An empire founded by war has to maintain itself by…
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