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Essentially, I would hazzard a guess that he sits in front of his computer and tries to put his thoughts into perspective. Writing in the third person probably allows him to bounce his thoughts off of himself.
Jan 13 11:16 am
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All Comments by Conan the Barbarian »The Baltic Dry Index Collapse: A Tradeable Theme [View article]
I talk aloud sometimes when something previously in the background suddenly makes sense and I scramble online to verify.
Macro, probably has various screens available one with charts, the other with musings and occasionally, he melds the two and puts out an Article.
Because he has been at it for many years and is at ease doing it this way, The Articles come out more coherently than anything I would be able to do.
Being good at what you do has a drawback, there is no one else to call on for inspiration. So one goes for introspection and third party writing.
IMHO