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Monthly Archives: June 2018
The action-movie trailer Trump played to Kim Jong-un
If only it were as easy as in the movies… Reporters were shown a video ahead of Donald Trump’s press conference in Singapore, which the US president said he had played it to Kim Jong-un and his aides toward the … Continue reading
Posted in Geopolitical, Uncategorized
Tagged Action movie trailer, Kim, Summit, Trump
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Swan Lake – June 12
The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices. – GMM Euro sovereign spreads were stable today. The Italy … Continue reading
Posted in Black Swan Watch, Uncategorized
Tagged bonds, Currencies, Emerging Markets, Interest rates, Macro Swans
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Major Holders Of The U.S. Corporate Bond Market
Summary Bullets The size of the U.S. corporate bond market, as measured by the Fed’s Flow of Funds, totals $13.1 trillion at the end of Q1 2018 It includes $10.2 trillion of domestic issues and $2.8 trillion of foreign issues … Continue reading
Posted in Bonds, Credit, Uncategorized
Tagged Major holders of U.S. corporate bonds, U.S. corporate bond market
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De-escalation Of Tensions
Always a good thing. Here’s to hoping that the lives of our Korean brothers and sisters both in the north and south will improve dramatically with respect to a lasting peace and standard of living. Nothing’s gonna stop them now. … Continue reading
Tweet of the Day: Decency Still Alive
MADA! This high school pitcher chose to hug his childhood friend instead of celebrate his championship-clinching strikeout. Story: https://t.co/omJqeRk899 pic.twitter.com/gIP5OFHTcp — Sports Illustrated (@SInow) June 11, 2018
Swan Lake – June 11
We are not discussing any proposal to exit the euro. The government is determined to avoid the materialisation of market conditions that push us towards an exit in any way. – Giovanni Tria, Italian finance minister, June 11 Italian and Euro … Continue reading
Game Theory And Complex Decision Making
Very interesting lecture by game theorist Bruce Bueno de Mesquita. Money quote: “Not pie in the sky to use rigorous logic and evidence…to have an affect on really hard policy questions.” Game theory. Nice story about Honest Abe, “Abraham Lincoln founded … Continue reading
Posted in Game Theory, Uncategorized
Tagged Bruce Bueno de Mesquita., Game Theory, SAGE, social sciences
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Chart of the Day: Copper
Classic inverse head & shoulders pattern for the weekly nearest copper futures chart. The break out above 2.961 puts a measured move to 3.94 in play, which is about 20 percent above the current level. The next big number for … Continue reading
Nonlinear Thinking: AI Can Predict Your Mood
This software enables computers to understand human emotions and turn them into actionable insights. Here’s how it works. – MarketWatch
Posted in Nonlinear Thinking, Uncategorized
Tagged AI, MarketWatch, Mood Prediction, Nonlinear Thinking
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Tweet of the Day: NorKo Summit
Today I’ve heard young reporters refer to Trump’s meeting with Kim as “the Super Bowl of Summits”. Um…Yalta? Nixon-Mao? Nixon-Brezhnev? Carter-Sadat-Begin? Reagan-Gorbachev? And more. But of course anything that happens now is the most important thing that’s ever happened. — … Continue reading
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