Cycles Matter

It has been awhile since I started this blog…actually almost a decade which is hard to believe.

I’m now building Odin River, after being CIO at Artivest and working for John Paulson at Paulson & Co. before that.

Alas, it feels like the Credit Cycle is turning again. It isn’t as clearly contracting as when this blog began, which means perhaps we are in earlier stages than last Cycle. However, there are reasons to be more concerned now. The main one being that the risks are less obvious and yet the asymmetry across the Credit Markets is perhaps more extreme given the state of the Sovereign Credit Markets today.

I’m likely going to continue to primarily blog on Medium and write on Twitter but I’m contemplating resurrecting this blog. We’ll see.

Thanks for visiting and good luck

 

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