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Hi Maroon. Brilliant as usual. I am quite interested on studying seriously Liquidity. I am reading books and newsletter like yours but Do you recommend me further knowledge to interpretet deeply the system? And in order to build my own models or stats? University? Any course or something? Any help would it be really apreciatted. Thanks in advance

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I think University is not the best place to start (unless you're looking to learn STEM-oriented skills).

If you really want to get serious, I'd suggest just going straight to the primary source material (annual bank filings, economic datasets, market prices/data, staff papers from IMF/BIS/FED/ECB).

I don't use economic "models" in the usual formal sense. It's just an amalgamation of statistics that I use to try to illustrate an overall thesis or idea that I have. I've found traditional economic models to be overly restrictive and not descriptive enough for how chaotic/complex the real world is.

If you were to formally study one subject, economic history is probably the most useful as it teaches you how to apply economic "intuition" to messy, real world situations.

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Thanks again I will do so. Much appreciated!

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