Macroeconomic Intelligence and Strategy
Macroeconomic clarity is essential for investment and business strategy
Clarity comes from good explanations, not fortune-telling
The era of black-box econometric forecasts is thankfully over. Strategically relevant analysis gives capital allocators systematic, logical explanations about their world, orientates them in the present, and arms them with the appropriate lessons from the past to guide them into the future.
Studying economic and financial history thoroughly through the lens of Austrian economic theory;
Uncompromising causal realism (explanations), not mere correlations or extrapolations (fortune-telling);
Forming expectations from good explanations, not justifications from extrapolations;
Examine past insights through repeat client servicing (subscription) and interrogation (face-to-face sessions).
ETM Macro Advisors (Pty) Ltd© | 3rd Floor, Letterstedt House, Main Rd, Newlands, Cape Town, South Africa