-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,204 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Yearly Archives: 2017
Global Risk Monitor – September 8
Posted in Daily Risk Monitor, Uncategorized
Tagged Commodities, Currencies, Global equity markets, Performance, Stocks, Treasury Bonds
Leave a comment
Asset Markets, The Sports Illustrated Jinx, And The Dodgers
Why do stocks and assets markets crash? Why is there is a Sports Illustrated jinx and magazine cover stories often signal a sign of a top or bottom of the subject being portrayed? Regression to the mean, or, more simply, … Continue reading
Analysis Of Presidential Job Approval Ratings
We’ve analyzed the Presidential Job Approval Ratings from Gallup since Truman to Trump. It compliments our August 27 post, Presidential Job Approval: Truman to Trump. Political Junkies And Financial Types Since the dollar index is highly correlated to President Trump’s … Continue reading
Posted in Politics, President Trump, Uncategorized
Tagged Bush, Carter, Clinton, Eisenhower, Ford, Gallup, Johnson, Kennedy, Nixon, Obama, Presidential Job Approval Analysis, Reagan, Truman, Trump
Leave a comment
QOTD: Can NK be just another country?
…North Korea is not a Marxist-Leninist or a Stalinist state but an ethnonational-socialist country patterned more after Imperial Japan than [the] Soviet Union – The Korea Times, September 1
Posted in Uncategorized
Leave a comment
Deflation Or Change In Relative Prices?
Interesting chart via statista measuring the cost of one hour of light through ages. We find it relevant today as there is much confusion over the concept of deflation and inflation. It appears many can’t distinguish between the difference between … Continue reading
Posted in Crude Oil, Energy, Uncategorized
Tagged Change in Relative Prices, Cost of One Hour of Light, Deflation, Energy Prices, Inflation
7 Comments
The Most Dangerous Of Presidential Tweets
There have been many presidential tweets that have caused us alarm, but this is the one that concers us most. Not going to happen. Is there any faster and clearer path to a Category 5 Global Depression, complete market meltdown, … Continue reading
Posted in President Trump, Uncategorized
Tagged North Korea, President Trump, Presidental Tweets
Leave a comment
August U.S. Sector ETF Performance
Posted in Sector ETF Peformance, Uncategorized
Tagged August Performance, Sector ETF
Leave a comment
Cohn Dropping In Prediction Markets As New Fed Chair
If tax reform looks stalled, and we should find out in the next few weeks, is there any reason for Gary Cohn to stick around if he concludes he won’t be appointed Fed Chair? We wonder. Odds he will replace … Continue reading
General Kelly Is Pissed Off
We cited a Washington Post piece in our post yesterday morning citing the growing friction between the President and his Chief of Staff, General John Kelly, now dubbed the Church Lady by the White House staff. The President was quick … Continue reading
Posted in Politics, President Trump, Uncategorized
Tagged General John Kelly, NY Times, President Trump
2 Comments
Global Macro Monitor 