The Unfolding is the April issue of Global Macro Investor (GMI) – my flagship institutional macro research service that advises many of the world’s most famous hedge funds, asset managers, sovereign wealth funds and family offices.
As I feel this is the most important piece I have ever written, given the circumstances, I believe the right thing to do is to make it available to a wider audience in its original form.
The Unfolding is my roadmap for what possibly lies ahead. I personally hope that my deductions do not play out as I suspect, as this path is very ugly. But right now, it’s not about being right or wrong, it’s about understanding the risks.
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