I want to talk Minsky and the Levy/Kalecki Profit Equation
Q1 hedge fund letters, conference, scoops etc
This may sound a bit heady, but don’t worry. We’re going to break it all down Barney style and then walk you through how you can use the frameworks for understanding the current environment in order to better assess the probabilities of potential outcomes (ie, gauge the general conditions).
I still had much to learn but I knew what to do. No more floundering, no more half-right methods. Tape reading was an important part of the game; so was beginning at the right time;...
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