Monthly Archives: November 2018

R.I.P., #41

Posted on November 30, 2018 by macromon

The last true Republican president. President George H.W. Bush throws out the first pitch during Opening Day ceremonies at Memorial Stadium, Baltimore (April 1989) #POTUS #MLB #History pic.twitter.com/9haZDd1MBt — Baseball by BSmile (@BSmile) December 1, 2018  

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A life of boom and bust: Can Argentina break the cycle?

Posted on November 30, 2018 by macromon

A century ago, Argentina was one of the ten richest countries in the world. But crisis after crisis has earned it the dubious distinction of being the only nation ever to regress to developing country status. With hyperinflation, devaluations and … Continue reading →

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Mr. Market Goes Full Powell-Wow Over Fed Chair’s Cave

Posted on November 29, 2018 by macromon

He caved.  At least in rhetoric. Interest rates are still low by historical standards, and they remain just below the broad range of estimates of the level that would be neutral for the economy‑‑that is, neither speeding up nor slowing … Continue reading →

Posted in Equities, Monetary Policy | Tagged , , | 2 Comments

Why is Canadian oil so cheap? – Financial Post

Posted on November 27, 2018 by macromon

$10 Handle On WCS Wow!  Canadian crude traded with a $10 handle! That is frickin’ stunning.  Production is stranded and nowhere to go.  Can’t use oil tankers for storage as they can’t get it to port. Here’s to wishing we … Continue reading →

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Geraldo’s Powerful Rebuke

Posted on November 27, 2018 by macromon

wow — Geraldo Rivera’s commentary tonight on Fox about the treatment and depiction of migrants is pretty powerful. a must-watch for some against-the-grain perspective pic.twitter.com/yrwIfAg11J — J.D. Durkin (@jiveDurkey) November 26, 2018

Posted in Immigration, Uncategorized | Tagged , | 2 Comments

In Science We Trust!

Posted on November 26, 2018 by macromon

Scientists have again landed a spacecraft on a proverbial dime on a planet 40 million miles away that rotates at 241 metres per second. Think I'm gonna trust them on this climate change stuff. — Scott Linnen (@ScottLinnen) November 26, … Continue reading →

Posted in Quote of the Day, Uncategorized | Tagged , | 5 Comments

What are Apple’s core problems? – FT

Posted on November 25, 2018 by macromon

The iPhone maker has been hit as investors worry over sales and US-China tensions ► Subscribe to FT.com here: http://bit.ly/2GakujT

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Week In Review – November 23

Posted on November 25, 2018 by macromon

  Summary Ugly Thanksgiving week for equities. S&P led all major indices lower Philippines stocks were the only major index in the green as stocks broke out of a range on positive sentiment due to lower oil prices and expected … Continue reading →

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The Interest Rate Paradox In Emerging Markets

Posted on November 25, 2018 by macromon

In advanced economies, interest rates fall during recessions as investors replace risky assets such as stocks with safe assets such as bonds and cash. This makes fiscal stimulus easier. Everywhere else, recessions create fears of debt default or debt monetization … Continue reading →

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Sector ETF Performance – November 23

Posted on November 24, 2018 by macromon
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