The Show Is Over And We Can All Go Home

The bounce in Global GDP growth is over as per Morgan Stanley. This is not a signal of global reflation, or synchronised growth, but the evidence of secular stagnation caused by constant demand-side policies.


Q2 hedge fund letters, conference, scoops etc

We will have to wait for something to break again….so that central bankers, like superheroes can come to our rescue  and restart the cycle of pumping money.

I believe that day is coming ,but this time the bailout will happen by govt fiscal easing not by monetary easing which will lead to SOVEREIGN DEBT CRISIS (rapidly rising bond yields)


Article by Ritesh Jain, World Put Of Whack

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