Monthly Archives: May 2018

Dimon Says Prepare for 4% Yields – Bloomberg

Posted on May 7, 2018 by macromon

Wow!  It sounds like Jamie read our recent post,  Prepare For Much Higher Long-Term Rates.   Nah, we are just on the same page. He speculates the yield curve will not invert as it did in the last tightening cycle; long-term … Continue reading →

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Stock Bull & Bear Traps Galore

Posted on May 7, 2018 by macromon

The S&P500 could not hold the 50-day moving average today, setting, yet again, a nice bull trap to hang out the MoMo crowd.  Seeing a lot more traps, both bull and bear,  these days.  It is the result of the … Continue reading →

Posted in Algos, Apple, Equities, Technical Analysis, Uncategorized | Tagged , , | 28 Comments

Economic Growth Theory In Three Minutes

Posted on May 7, 2018 by macromon

Economic growth is a central concern for all societies. On one hand, unbridled growth poses serious environmental risks. On the other hand, rising incomes are a foundation of social and political stability. But because people and resources are finite, income … Continue reading →

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Week In Review – May 4

Posted on May 6, 2018 by macromon

Summary Bullet Points EM FX hammered, especially Argentina & Turkey.  Sign of tightening global liquidity with stronger dollar Euro/$ and cable weaker Euro periphery spreads a bit wider U.S. 10-year yield flattish Corporate credit a little weaker x/ CCC Euro … Continue reading →

Posted in Uncategorized | 9 Comments

Sector ETF Performance – May 4

Posted on May 6, 2018 by macromon
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Global Risk Monitor – May 4

Posted on May 6, 2018 by macromon
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Social Media, Not Religion, The Opium Of The People

Posted on May 5, 2018 by macromon

Religious suffering is, at one and the same time, the expression of real suffering and a protest against real suffering. Religion is the sigh of the oppressed creature, the heart of a heartless world, and the soul of soulless conditions. It is the opium of the people. … Continue reading →

Posted in Uncategorized | 18 Comments

Back Breaking Big Wave [Investment] Surfing

Posted on May 5, 2018 by macromon

Ready for another Rorschach Test?   Nah, we won’t torture you again. Check this video out. An analogy of what happens to surfers riding a big wave bull market and become too complacent.   Wipeout! They will be fortunate to escape with … Continue reading →

Posted in Sports, Uncategorized, Video | Tagged , , , | 1 Comment

Candlestick Cheat Sheet

Posted on May 4, 2018 by macromon

Hat Tip:  @WingGirlTrader  

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Employment Data In Charts: Markets All Lathered Up

Posted on May 4, 2018 by macromon

The punk employment data makes us think the economy is running out of labor.   Very similar to the dynamics in the housing market. The markets are lathered up about the annual moderate average hourly earnings growth of 2.6 percent.  The … Continue reading →

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