Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
Joined February 2011
1.6K Following 15.1K Followers
Kudos for the honesty ๐๐๐
JPMorganโs commodities team:
โFor the first time since the start of the Iran conflict, we donโt have a baseline view. We simply donโt know how to model the endgame.โ
