Los Angeles Burning
公開日
It is rare for BCA Research strategists to be at the literal scene of macro calamities. The denizens of our GeoMacro team – including yours truly – live within the mandatory evacuation zones of the now increasingly on fire Los Angeles. Contrary to the conventional view, this does not make for a sober analysis. Those impacted by natural disasters and geopolitical events are often the least likely to be able to provide a neutral analysis.
BCA | GeoMacro
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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