What’s the fuss with macro? I am certainly not an advocate of market timing and I agree with the notion that trying to profit from timing market peaks and bottoms is a fool’s errand. As Buffett says Macro is important but unknowable so focus on the knowable i.e. focus on company fundamentals for the businesses […]
Macro
About Me
Hi. My name is Imran Siddiqui and I am Chief Investment Officer at Mosaic Capital Management. Investing has always been my passion. I bought my first stock as a teenager almost 30 years ago. I manage an investment partnership in which a significant portion of my net worth is invested alongside others. I have been […]
It’s probably nothing
And so our weakening US / Global growth outlook playbook hums along. Another piece of the jigsaw fell into place this morning with the reported plunge in US retail sales in December 2018 vs the prior month the worst in nine years. The headline number declined in almost every category on record. Overall retail sales […]
The current economic landscape – it ain’t pretty
The global economy is slowing markedly and rapidly. Not a day goes by that you see headlines about some major country or continent manifesting more and more indicators of a tired economy. From Japan to China, the UK to the rest of Europe, growth is slowing or already in recession as in the case of […]