Yearly Archives: 2018

S&P500 Breaks Support To Close Below Key Level

Posted on June 27, 2018 by macromon

Big reversal in U.S. stocks today. The S&P broke key support trading through the 50 and 100-day moving average and the .50 Fibonacci retracement level to close slightly below 2700.  Next stop is the 200-day moving average at 2689.19 and … Continue reading →

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Scheisse!

Posted on June 27, 2018 by macromon

Angerannt, abgeprallt – und dann abgestraft  – Der Spiegel https://twitter.com/flfawc2018/status/1012088251899895809?s=21

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Nonlinear Thinking: Quantum Computing Explained

Posted on June 26, 2018 by macromon

WIRED has challenged IBM’s Dr. Talia Gershon (Senior Manager, Quantum Research) to explain quantum computing to 5 different people; a child, teen, a college student, a grad student and a professional. Still haven’t subscribed to WIRED on YouTube? ►► http://wrd.cm/15fP7B7

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What We’ve Got Here Is Failure To Communicate

Posted on June 26, 2018 by macromon

  One of the all-time great lines in cinema history. FiveThirtyEight out with an excellent piece on how the political party is now the defining divide in America, and how each misperceive the other.   That is how wars start! The defining … Continue reading →

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Swan Lake – June 26

Posted on June 26, 2018 by macromon

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 The fish weren’t biting on Swan Lake today.   The … Continue reading →

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Shorts Finally Get Some Love

Posted on June 25, 2018 by macromon

Isn’t it obvious these guys were short FANG today? The Senegal warm-up is even better with Ducktales music. pic.twitter.com/4VvyxeyOC4 — Kristian (@vonstrenginho) June 25, 2018  

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Asset Prices Divorced From Economic Reality More Than Ever

Posted on June 25, 2018 by macromon

You would never know it listening to the market cheerleaders but asset prices, both real and financial, are, once again, at extreme valuation levels relative to the trend economy.  The valuation reality coupled with the prevailing, but false, “don’t worry” … Continue reading →

Posted in Economics, Equity, Uncategorized | Tagged , , | 34 Comments

Swan Lake – June 25

Posted on June 25, 2018 by macromon

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 The Swans were mixed today as the real action … Continue reading →

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Enough Of This Racist Nonsense!

Posted on June 24, 2018 by macromon

We are reposting a piece we wrote two-years ago. Ironically, when we were back on the east coast in August 2018, we told one of our friends Trump’s racist dog whitles and blatent rasicm would lead to riots in the … Continue reading →

Posted in Immigration, Uncategorized | Tagged , | 16 Comments

Chain Ganging The Supply Chain With Tariffs

Posted on June 24, 2018 by macromon

Disaster looms.  

Posted in Trade War, Uncategorized | Tagged , | 7 Comments