The Weekly Lens aims to give you a concise sense of MI2 internal discussion over the past week. It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. The aim is to give you some idea of how our thinking is evolving.
I started my career trading silver in the mid-80s. Therefore, it is hardly surprising that the metal has long been one of MI2’s favourite speculative assets, and as a result, there is no question that we are enjoying the current run.
The Weekly Lens aims to give you a concise sense of MI2 internal discussion over the past week. It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. The aim is to give you some idea of how our thinking is evolving.
In the past, we have referred to J.K. Galbraith’s concept of a Bezzle, a temporary period, between the commission of financial fraud, aka creative accounting, misrepresentation, or outright theft, think Enron, Madoff, FTX, etc., and its ultimate discovery.
The Weekly Lens aims to give you a concise sense of MI2 internal discussion over the past week. It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. The aim is to give you some idea of how our thinking is evolving.
In a world of structurally higher bond yields, we obviously aren’t the only ones who are a little suspicious of private equity firms’ drive to “democratise” employee-sponsored retirement funds or 401K access to their offerings.
The Weekly Lens aims to give you a concise sense of MI2 internal discussion over the past week. It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. The aim is to give you some idea of how our thinking is evolving.
