The past five years have been a healthy, cathartic interchange of investment ideas that emanate from my 37 years of analyzing and trading the international financial flows that form the basis of global macro investment. Many themes of this blog are based on the knowledge I gained from years of university study and also from having great teachers about all things global. The list of teachers is long and includes Jim Sinclair, Paul Kimball, Leo Melamed, Oskie and Rony, and so many others who took the time to educate me and thus be able to pass lessons learned to my readers and students to whom I have enjoyed lecturing.