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Alternative Market Briefing

The Big Picture: John Brynjolfsson: we are operating on borrowed time

Tuesday, May 14, 2013

John Brynjolfsson
An Opalesque column for global macro investors.

Benedicte Gravrand, Opalesque Geneva:

Pre-2008 economic inadequacies have not been addressed effectively and we could depend on government stimulus for a long while, until we "reach a point where an endgame will be forced upon us," according to John Brynjolfsson, a global macro fund manager and well-known commentator.

Armored Wolf is an Irvine, CA-based investment management firm pursuing a global macro strategy emphasizing real assets. Founded in 2008, it currently manages more than $1bn in client assets across multiple strategies, both traditional and alternative. Armored Wolf’s team of 20 is lead by CIO John Brynjolfsson, who previously spent two decades at PIMCO where he launched and ran their $80bn Real Return Platform. According to Futures Magazine, the unusual firm name is the translation of Brynjolfsson from the Icelandic Brynjólfur.

When asked to state his macro views, John Brynjolfsson recently told Opalesque that he thinks we are operating on borrowed time globally.

"What I mean by that is that the structural problems and inadequacies of the economy that ultimately led to a crisis in 2008, we don’t feel that they have been aggr......................

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