Apologies to interested readers for the extended absence. I have been self-indulgently enjoying the longest vacation I have ever dared to take, in my favorite place on the planet earth. And, guess what? It didn’t suck.
I did, however, continue to accumulate things I want to write about, and hopefully I will start to pump them out in the coming days.
I will start today with a piece on why Global Macro hedge funds are struggling. Stay tuned.