Many people have asked me about my thoughts on the present situation, from the standpoint of an investor. This is something I have some background in, since I did manage money professionally for over ten years, and had a pretty good track record during that time — much better, over a ten year period, than the average hedge fund. (I still manage a little today, for some friends.) Also, in the past, I did macro investment research for institutions.
With that in mind, I decided to offer an investing newsletter with a macro theme. It is written for individuals, but the pros might find something interesting as well. Soon, I will have a separate website set up at polarisletter.com.
Until then, here is the first issue, which is free. I start with some very big-picture themes, but we will get into details in time. Enjoy.
