Patrick Reid

I just caught #JDI legend and ex JPM PM #JulietteDeclercq do a scorching podcast with a very sharp deck indeed. Check it out on hashtag#macrovoices

As you know we at Adamis Principle have been talking about the USD funding shortage for a while. hashtag#julianBrigden at mi2partners brought it to our attention and it aint going away. Ask how EM countries are feeling about paying their deficits. They might tell you to **** off and I'm not going to say the first word because the language police will put me on the naughty step.


Making Sense of Macro