-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,220 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
Monthly Archives: February 2018
Tweet Of The Day: Turkey Investments
From @nntaleb ‘s Classic: "The Black Swan," a Turkey's life is much like many "safe" investments. (2) pic.twitter.com/5c7r3HXjYg — Lawrence McDonald (@Convertbond) February 7, 2018
Posted in Tweet of the Day, Ugly Chart Contest, Uncategorized
Tagged Turkey Investment, tweet
Leave a comment
Start Of A Mean “Mean Reversion” In Stock Values?
Asset valuations, including stock prices, eventually revert to their long-term mean (average) valuation or at least attempt to if not interrupted by outside intervention, such as central banks. It has been the major factor in the steep sell-off in … Continue reading
Posted in Currency, Equities, Uncategorized
Tagged Equities, Fundamental Valuations, Stock Market Crash
28 Comments
When Stock Prices Become A Social Movement
Stock prices are likely to be among the prices that are relatively vulnerable to purely social movements because there is no accepted theory by which to understand the worth of stocks….investors have no model or at best a very incomplete … Continue reading
Week In Review – February 2
No poetry, no prose in the Week In Review. We gave you plenty to munch on this past week and today is a holy day, Super Bowl Sunday. We posted many warnings about the events of last week and how … Continue reading
BEST SUPER BOWL Commercials Sneak Peek!
Good stuff! Remember the dot.com Super Bowl ads during the 1990’s Nasdaq bubble? Dot.coms with no earnings and big burn rates would spend 70 percent (+/-) of their V.C. funding on Super Bowl ads to generate “eyeballs”? Moreover, their stock … Continue reading
Gundlach Channels Our “Mark Of The Beast” Market
Love Jeffrey Gundlach. As with everyone, not always right as nobody knows the future, but his analytical roadmap to decision making is rigorous, and he has the big ‘nads to pound the contrarian table. That earns him much respect, in … Continue reading
Global Risk Monitor – February 2
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Another Streak Snappled
Whoa! Dow down 666 to close a week in which we saw a rare Super Blue Blood Moon. Sure to bring out the false “profits” [sic], now watching for an earthquake and great fire to turn the sun black. … Continue reading
