You may be familiar with Mark Dow from his media appearances, he is one of the sharpest minds on the circuit with loads of real-world experience in the markets and in DC.
And he’s just launched a Tumblr called Behavioral Macro that I think is going to kick ass (hoping he keeps it updated).
Here’s his intro post:
I’m a money manager with roots in policy economics. I worked at the US Treasury under both a Republican and a Democratic administration. I did a tour of duty at the International Monetary Fund as well. For most of the 90s, I was a sovereign debt specialist/negotiator—when emerging market debt crises were the center of the financial universe. Since then, I’ve managed real money and fast money, mostly focusing on global macro. As a result I come at markets from both the perspective of a policy guy and a market guy, which all too often is like oil and water. My initial grounding was in sovereign credit risk and global fixed income. I am very active in currencies.
When I first came to the markets, I was taken aback by how superficial the market’s understanding of economics was. Not stupid, but superficial in the most neutral sense of the word.