Tag Archives: RCS Investments

RCS Investments Global Macro Fund; Aggressive Allocation — March ’14

When I published my outlook at the end of last year, I began a portfolio embracing the biases of the report. I published my positions on the right hand border of this blog on 12/31/13 and have updated them periodically. … Continue reading

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Executive Summary of RCS Investments 2014 Global Macro Outlook

Hello there, I was told that having an executive summary of my extensive macro outlook, written at the turn of the year (check 2 posts below), would be more effective in communicating my thoughts on what lies ahead in the … Continue reading

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RCS Investments Outlook (Beg. 2011)

Below is my updated thesis as of the beginning of 2011.  The main points are in order of importance (ie the factors that lead the development of my thesis).  For example, I believe that at the present time, the most … Continue reading

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