Have not had a lot to say sorry. There are times for fights and time for rest even my "friend" at Fintag, who seems to be one of the few people who is as straight as me on the issues at hand is taking some time off. For us hedge fund managers end of month always waste of time.
The short-timers looking to get edge and market becomes "gamma driven" rather than investing..
Anyway, full update tomorrow - doing big presentation in Copenhagen, Denmark on Wednesday, and working with the data made me realise a few things..
Good night from a dark, wet London.
Run for the hills! Its Record High Household Borrowing (again) - The Imaginary Debt Crisis Is Here to Stay Household borrowing has reached new records. Big deal. Personal income has grown much more. Bloomberg, August 1...
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