Weathering global investments

John Rutledge finds investing akin to… meteorology, and I wholeheartedly agree with him, this excellent analogy allows us to portray a global backdrop of meaningful events and their interactions, which is quite helpful in the discovery process of investment opportunities.

This is the ongoing weathermap of global events as he sees them; any difference in pressure or temperature, or any change in the conditions, may allow us to ride a profitable arbitrage storm:

Weathermap

John Rutledge Investment Weathermap

As I’ve mentioned in previous posts, I feel one should still be long commodities and assets in general… a storm created by the additional injection of liquidity into global markets arising from the unavoidable slowdown of the US economy… too much paper following the same assets.

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