Monthly Archives: November 2016

US Sector ETF Performance – Nov 25

Posted on November 28, 2016 by macromon

(click here if charts are not observable)

Posted in Sector ETF Peformance, Uncategorized | Tagged | 1 Comment

Misplaced Policy Thinking – $1 trillion infrastructure build

Posted on November 18, 2016 by macromon

As the stock market celebrates  and is downright giddy over the prospect of a massive fiscal expansion through a one trillion dollar infrastructure build,  we are less sanguine and propose a different and more long term policy track. The U.S. … Continue reading →

Posted in Economics, Fiscal Policy, Uncategorized | Tagged , , | 2 Comments

Trump’s Worst Sin

Posted on November 18, 2016 by macromon

Science Denier. Why?  Because it poses an existential threat to our civilization. Remember,  science, like civil law cases, is based on “preponderance of evidence”,  not “beyond reasonable doubt” as in criminal cases.  Many who argue against science confuse and conflate … Continue reading →

Posted in Climate Change | Tagged , , , , | 2 Comments

Our Quick Analysis of the U.S. Presidential Election

Posted on November 18, 2016 by macromon

Why did everyone miss it? Polls and pundits missed it due to “Bradley Effect” — “The Bradley effect (less commonly known as the Wilder effect) is a theory concerning observed discrepancies between voter opinion polls and election outcomes in some … Continue reading →

Posted in Euro, Politics | Tagged , , , , | Leave a comment

Who said nobody thought Trump would win?

Posted on November 18, 2016 by macromon

Given the political earthquake the U.S. has just experienced and the long-term consequences that are sure to follow, we thought it is time to start writing again.  We (I) have been sick, which has temporarily diminished our capacity to write … Continue reading →

Posted in Politics | Tagged | 2 Comments