Monthly Archives: April 2018

Global Risk Monitor – April 13

Posted on April 14, 2018 by macromon
Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

Key Digit From Bank Earnings: Punk Loan Growth

Posted on April 13, 2018 by macromon

Looks like our priors were correct.  The tax cut is morphing into nothing more than a financial engineering game.   The economics of corporations or the macro have not changed. Random thought:  We hear much about how the corporate tax cut … Continue reading →

Posted in Economics, Uncategorized | Tagged , , , , | 11 Comments

Are we heading for a third world war?- BBC News

Posted on April 12, 2018 by macromon

We asked foreign policy experts around the world whether we are heading for a third world war. Producer Tobias Chapple Please subscribe HERE http://bit.ly/1rbfUog

Posted in Geopolitical, Uncategorized | Tagged , , , | Leave a comment

Better Than Crypto

Posted on April 11, 2018 by macromon

The world’s hottest investment. Thank you, Japan.  The land of the rising Ohtani-San! World’s best investment. Thank you, Japan. The land of the rising Ohtani-San! https://t.co/hA1n8O4Efh — Gregor Samsa (@macromon) April 12, 2018  

Posted in Sovereign Risk, Sports, Uncategorized | Tagged , | Leave a comment

Memo to Larry Kudlow re: China Trade

Posted on April 11, 2018 by macromon

  To:         Larry Kudlow From:    Investor Class Date:      April 11 Re:          U.S.-China Trade Dispute _______________________________________________________________ We appreciate your positive disposition but time to get real with the markets.   Don’t lose … Continue reading →

Posted in China, Uncategorized | Tagged , , | Leave a comment

Ex-CIA analyst on risks of Trump-Kim talks – FT

Posted on April 11, 2018 by macromon

Sounds like the issue is to overcome what appears to be irreconcilable expectations. Former CIA analyst Sue Mi Terry says the biggest risk of the upcoming summit between US President Donald Trump and North Korean leader Kim Jong Un are … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | Leave a comment

JFK-Trump S&P Analog – Trading Day 356

Posted on April 10, 2018 by macromon

 

Posted in Equities, Uncategorized | Tagged , | 10 Comments

How Cambridge Analytica Exploited the Facebook Data

Posted on April 10, 2018 by macromon

Tens of millions of American Facebook users had their data harvested by Cambridge Analytica and a British-based researcher. Here’s how it happened. More from The New York Times Video: Subscribe: http://bit.ly/U8Ys7n

Posted in Technology, Uncategorized | Tagged , , | Leave a comment

Nothing New In President Xi’s Speech

Posted on April 9, 2018 by macromon

President Xi said nothing in his address to the Boao Forum that hasn’t been said before. Therefore markets must be lathered up (S&P futures up as high 40 points) over Xi positioning himself as “the grown up in the room.” … Continue reading →

Posted in China, Uncategorized | Tagged , , , | Leave a comment