Monthly Archives: March 2018

In Theory: The Rise and Fall of GDP – Project Syndicate

We fully expect a “revolution” in the measurement of economic data as “big data” takes an increasing role in society and dominates metrics and measurements. It won’t be long before we have precision real-time measurements from everything to real economic … Continue reading

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Q1 in Review

Q1: Lake Placid To The Mavericks The markets closed out the quarter trying to recover from one of the biggest volatility shocks in history, which began in early February.   The question for Q2 is:  Was the v-shock a one-off or a … Continue reading

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Sector ETF Performance – March 30

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Global Risk Monitor – March 30

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Inflation Indicators: Measures & Composition

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What Keeps Us Up At Night…

This could end America’s free-ride:  no more QE;  no more balance of payments deficits without tears;  and no more foreign financing of the U.S. budget deficit. We hope the Administration at least is concerned and has it on their radar. … Continue reading

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Opening Day…

Seals Stadium, San Francisco 4/15/58 – First Major League pitch in California is delivered by Giants opening day pitcher Ruben Gomez to LA Dodgers batter Gino Cimoli. After 1957 season, both teams uprooted from NYC and moved to West Coast. … Continue reading

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A Modern Day Easter Story

Greater love has no one than this: to lay down one’s life for one’s friends. – Jesus of Nazareth,  Gospel of John French officer who died after swapping himself for a hostage when an extremist gunman attacked a supermarket in … Continue reading

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Potemkin Trade Deals

What a farce. Why not just negotiate an increase in Korean imports of American flying cars and call it a victory?  Nothing here.  Move on. South Korea, meanwhile, negotiated a permanent steel-tariff exemption in exchange for allowing additional U.S. auto … Continue reading

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Unmoored & Rudderless Stock Market

Didn’t today’s market feel like a rudderless sailboat ripped from its mooring and blown about by random gusts of wind (algos)?   We count the Dow crossed the unchanged line at least thirty times today. The generals have have been taken … Continue reading

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