This is a blog about interacting systems and how they behave: systems thinking construed broadly. Financial markets and economics; politics; and occasionally physical systems are discussed, with an attempt at focusing on how the rules of the game determine the strategies of participants and the possible outcomes.
Please accept my apologies for the scarcity of postings - I have been in Berlin. There will be more soon but meanwhile, here's a tip from the locals. Short Porsche. Porsche's short options position on VW expired on Friday, and it is thought that they escaped by the skin of their teeth, but the firm's debt burden is a serious problem.Labels: Markets
posted by David Murphy at 18:55
I'm a consultant working mostly with investment banks, hedge funds and insurance companies. My academic background is physics and theoretical computer science.
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