Well, been meaning to get this off the ground for a while, but have been too lazy to proceed.
Finally got tired of talking to myself about capital markets and global macro topics, so gonna start writing about that here and see where it goes.
I'm really looking forward to the year for a number of reasons. Unfortunately, I worry that this may be the year that the global strategy of "kick the can down the road" finally runs out of pavement. On a positive note, kick the can has gone on far longer than I ever though it would, so perhaps it may continue for a while longer. Either way, I believe this should be quite the interesting year in worldwide capital markets and I look forward to sharing my thoughts along the way.
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