gsignoret.bsky.social
Asset manager, wealth manager, entrepreneur, international macroeconomist, writer. Based in Querétaro, Mexico. President and Head of Asset Allocation at TransEconomics.
👤 Joined on 07 October 2023
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@gsignoret.bsky.socialTables work well when they surface regime differences. The same calendar item can flip from noise to signal once you layer in session volatility profiles.
Show Postyes, continuous commentary. he's desperate for Ukraine's defeat to validate his worldview
Show PostIn the 50s, the average CEO compensation to average worker compensations was around 25:1 today it is more like a 1000:1. That is the impact of the tax brackets. Yes they can be worked around, but it becomes harder to do so. Loans taken using stocks as collateral as income should be taxable incomme.
Show Post30 or so years ago Grant came out with a book entitled "The Trouble with Prosperity." My father commented, "the trouble with prosperity, from Grant's point of view, is it falsifies all of his bearish predictions"
Show PostUgh, a math error! Apologies. Over the past three months, we've had jobs growth of +29k, +133k, and -10k, which averages to +51k jobs per month.
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