Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
参加 February 2011
1.6K フォロー中 15.1K ファン
Kudos for the honesty 👏👏👏
JPMorgan’s commodities team:
“For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”
