Weekly Selection #2 : Did you miss that ?
Weekly selection of 5 articles, podcasts, books, films, or anything that I found interesting and that I recommend to get a look at !
Hi everyone! let’s go again! If you like this, please take 5 seconds to subscribe to the newsletter, I promise I will keep on sending you only great things ! ;)
1. Rates Spark: Inflation should matter, but…
https://think.ing.com/articles/rates-spark-another-helping-of-inflation
Newsletter from ING on Inflation and rates while Jackson Hole is coming soon.
2. “Advisers should focus on macro, not products”
https://www.ftadviser.com/opinion/2021/08/10/advisers-should-focus-on-macro-not-products/
Nice article from the FT talking about translating the macro environment to clients, not a simple thing to do when you think about it, but essential for the client’s investments and the relationship.
3. Ethereum Is the ‘Greatest Trade,’ says Raoul Pal
https://dailyhodl.com/2021/08/08/ethereum-is-the-greatest-trade-says-macro-analyst-raoul-pal-heres-why/
Bold statement but let’s not forget about Raoul’s tweet in November 2020… just get a BTC chart (spoil: He made ton of money)
4. China Central Bank Is Set to Go It Alone
https://www.bloomberg.com/news/newsletters/2021-08-09/what-s-happening-in-the-world-economy-china-u-s-central-banks-set-to-diverge
Article from Bloomberg talking about the monetary policy of the Central Bank of China comparing other countries policies like Mexico or Brazil.
5. Hedge funds post narrow decline in July
https://www.opalesque.com/industry-updates/6480/hedge-funds-post-narrow-decline-in-july.html
Update on Hedge Fund universe performance, after some hard months (May and June) it seems like it’s coming around for them. As they are still in the top percentile of leverage these days, let’s hope the market doesn’t reserve too much surprise…
“Be who you are and say what you feel, because those who mind don't matter, and those who matter don't mind.”
― Bernard M. Baruch
And this is it! I hope you will find valuable resources in that, don’t hesitate to share what you found on your side this week!
If you liked it, please share it with some of your friends that might be interested in learning too! Hit the button below, its that simple ;)