Not an active weblog yet - just an online repository for thoughts broadly shared. Find me on twitter for now.
Monday, June 29, 2009
Today's Macro Question
The white line is the Journal of Commerce Industrial Commodities Index. The green line is the S&P500. The orange line is the Real-USD cross. The pink line is the Real - Renminbi cross.
http://twitter.com/mojakus
mojakus at yahoo dot com
I manage bond portfolios at an institutional investment management firm. Specialize in credit, short-rates, sub-prime and asset-backed bonds, macro-strat and synthetics.
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