How do you identify the fundamental variables of a dynamic system with the most impact? Why only these and not adding say interest rate, market sentiment, technological change?
All of these are connected and interrelated. You need to structure these variables as well right ? For example interest rates would fall under the “liquidity”. Tech would fall under growth or the productivity of growth.
Would it be possible to list all the articles that are for teaching only? You got a gazillion good stuff but I think I'm reading them out of order!
Pinned article : https://open.substack.com/pub/capitalflows/p/research-synthesis-direction-of-capital?r=21qfqf&utm_medium=ios&utm_campaign=post
Freaking awesome... Muchhhhh easier! Thank u. So glad to have joined this
How do you identify the fundamental variables of a dynamic system with the most impact? Why only these and not adding say interest rate, market sentiment, technological change?
All of these are connected and interrelated. You need to structure these variables as well right ? For example interest rates would fall under the “liquidity”. Tech would fall under growth or the productivity of growth.