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Colm O’Shea

Founding Partner of COMAC Capital, Global Macro fund, observer of the macroeconomy and participant in financial markets for many years.

The blog reflects my love of macroeconomics and the study of the general global environment, but will include forays into various other interests as topic arise….

Recent Posts

  • Migration to Substack
  • Trussonomics
  • Vaccine Hesitancy
  • Project onto blanks
  • A Black swan
  • Questions I like to ask in meetings
  • Decision Making
  • The path to becoming a Portfolio Manager
  • Games 7 Is trading gambling?
  • Games 6 Why do people gamble?
  • Games 5 What is gambling?
  • Games 4 Fooled by Volatility
  • Games 3 Volatility and Randomness – common confusions
  • Games 2 Why do we play games?
  • Games 1 What is a Game?

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Colm O’Shea

Founding Partner of COMAC Capital, Global Macro fund, observer of the macroeconomy and participant in financial markets for many years.

The blog reflects my love of macroeconomics and the study of the general global environment, but will include forays into various other interests as topic arise….

All POSTS

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Recent Posts

  • Migration to Substack
  • Trussonomics
  • Vaccine Hesitancy
  • Project onto blanks
  • A Black swan

Categories

  • Climate Change
  • Covid-19
  • Equity
  • Fixed Income
  • FX
  • General
  • How we think
  • Investment
  • Market Views
  • Pet Topics
  • Politics
  • Using Statistics
  • Home
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