Yearly Archives: 2018

Inflation Rising…Super Spike In Yields Coming?

Posted on May 1, 2018 by macromon

Yield curve flattening trades will flatten you in the next six months.  The march toward 4 percent on the 10-year will continue after record shorts square up positions just a little bit more. Inflation moving higher. Moreover, the supply/demand flow … Continue reading →

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Apple Reports Solid Earnings, But…

Posted on May 1, 2018 by macromon

Key Takeaways Revenues up 16 percent – It amazes us that a company so large can grow earnings at 16 percent y/y. China Revenues up 21 percent –  This compares to down 14 percent in Q2 2017.  Worries unwarranted unless … Continue reading →

Posted in Apple, Uncategorized | Tagged | 6 Comments

How Good, or Bad, Will AI Get?

Posted on May 1, 2018 by macromon

Even as the use of artificial intelligence has grown over the past decade, outsized predictions about it destroying humanity or creating utopia haven’t come to pass, at least not yet. Bloomberg QuickTake explains what AI does for us now and … Continue reading →

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What To Watch In The Apple Release

Posted on May 1, 2018 by macromon

Ahh, the good old days of trading billions of dollars in Apple stock. Apple Getting Too Big The company has almost become a utility due to its sheer size. Apple’s relatively small recurring revenue stream (some argue iPhone upgrades are … Continue reading →

Posted in Apple, Uncategorized | Tagged , | 12 Comments

QOTD: So Churchill!

Posted on May 1, 2018 by macromon

Contemplate this for “the moment in the garden.” 

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Take Our Rorschach Test

Posted on April 30, 2018 by macromon

Watch Brazilian surfer Rodrigo Koxa ride an 80-foot wave in Portugal last November. Koxa was recently recognized for the feat at the Big Wave Awards in Santa Monica, California. Subscribe to the CBS News Channel HERE: http://youtube.com/cbsnews Please view the … Continue reading →

Posted in Economics, Uncategorized, Video | Tagged , | 10 Comments

David Tepper Dishes On Markets…

Posted on April 29, 2018 by macromon

David Tepper, MBA ’82, [spoke] at the Cohon University Center on April 26 for a university-wide event. The Tepper School of Business welcome[d] David Tepper, founder and president of Appaloosa Management, L.P. Tepper [who] join[ed] students for a Q&A session, … Continue reading →

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“Deja Vu All Over Again” In Korea

Posted on April 29, 2018 by macromon

That was then (2005), North Korea vows to abandon nuclear weapons project · Cautious welcome by Bush for road map deal · Aid and US promise not to invade seals agreement  North Korea has agreed in principle to end its nuclear weapons … Continue reading →

Posted in General Interest, Uncategorized | Tagged , , , , | 34 Comments

Week In Review – April 27

Posted on April 28, 2018 by macromon

Markets were able to hold up on the back of blow out earnings from Amazon and other tech companies, finishing flattish for the week.  The S&P500 made a lower high and a  lower low compared to last week. The S&P500 … Continue reading →

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Sector ETF Performance – April 27

Posted on April 28, 2018 by macromon
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