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#8: Raoul Pal on Putting Together the Global Macro Puzzle
Superinvestors and the Art of Worldly Wisdom
How to Be a Better Writer
I don't read any research from anybody. I literally read nothing purposely because I want to have a clear head. Yes, occasionally I'll read bits and pieces, but very little. So what I tend to do is charts. I look at my Bloomberg charts. And other times it's just by reading new stories,. Not in financial news because then it's old news. It's joining the dots between something I've read about Indian demonetization and suddenly finding this thing called ADAR (biometric registration system) The economists are actually pretty good for that as they give you an underlying economic story of which you can applywhat you've seen in financial markets. We end up with something like
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