- Macroeconomic trends are extremely important for your investing or trading returns.
- The IMF’s World Economic Outlook is a great starting point for understanding where the risks and opportunities lie.
- Long term trends show emerging markets and commodities are the place to be.
Investing is both difficult and easy. It’s difficult if you try to guess what the market’s sentiment will be next week or next month, while it’s easy if you simply look at slow moving structural macroeconomic trends. These trends are like little forces that shape the market, similar to the gravitational forces among planets in our solar system. More →