We have just returned from our annual GMI Round Table event in sunny Mallorca, Spain. This is our favourite time of year because, together with around thirty GMI members, we all come together and spend a few days just brainstorming about the current global macro environment in a beautiful setting somewhere in the world. We present our core GMI views on the business cycle, and then stress test our hypotheses with some of the best investment minds in the industry. The output of these few days is nothing short of incredible. Great people, great location and great wine – the recipe for all excellent conversations!
Next bull run, first thing i'm doing with profits is buying a membership!
Absolutely love reading these, great content.
I absolutely love these charts and commentary. We didn't have an update last week, and I thought I was going through withdrawals.
fantastic read thanks. Hope you guys had a great time in spain