David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Friday Links – more dismal economics, murder rates and BLM, Spotify vs Netflix, overpaying under-performers

Friday Links – more dismal economics, murder rates and BLM, Spotify vs Netflix, overpaying under-performers

Why declining trade union power makes a difference, pay vs prestige for under performing employees, and long life batteries from...you guessed it, China !

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David Stevenson
Jul 08, 2022
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Friday Links – more dismal economics, murder rates and BLM, Spotify vs Netflix, overpaying under-performers
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grayscale photo of road between grass field
Road to Nowhere! Photo by Mark König on Unsplash

Macro-economics is not up to the job of forecasting

Liberum’s excellent strategist Joachim Klement yesterday put out an excellent blog which I think nails a key fact of modern macroeconomics - that forecasting and thus monetary policy is a deeply flawed exercise based on poorly understood factors, which are…

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