Yearly Archives: 2018

Global Risk Monitor – April 27

Posted on April 28, 2018 by macromon
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Trump Says Unified Korea Could Happen

Posted on April 28, 2018 by macromon

Do you think President Trump has consulted with President Xi about a unified Korea? It is highly doubtful China will allow a unified Korea, one under Western influence. Different Scenarios Our best case scenario is the South and North move … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | 12 Comments

Draghi’s Monetary Policy Statement

Posted on April 26, 2018 by macromon

Apr.26 — European Central Bank President Mario Draghi speaks at a news conference in Frankfurt about the economy, monetary policy and inflation after the ECB maintained its pledge to move slowly in removing euro-area stimulus. (This is his opening statement.)  … Continue reading →

Posted in Bonds, ECB, German Bund, Monetary Policy, Uncategorized | Tagged , , | Leave a comment

Buster’s Date Night At The Movies…

Posted on April 25, 2018 by macromon

You have to be a San Francisco Giants fan to really appreciate this commercial. Too funny. Giants manager, Bruce Bochy, is known for having one of the largest cap sizes in Major League Baseball. With Houston, his nickname was “Headly,” due to his … Continue reading →

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eMac Rising: Macron Addresses Joint Session of Congress

Posted on April 25, 2018 by macromon

eMac (Emmanuel Macron)  is emerging has emerged as the new “leader of the free world.” He was well received by the U.S. Congress today in an address to a joint session.   Remember Freedom Fries? Today’s speech on Capitol Hill by the … Continue reading →

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Inflation Is Here, Get Used To It

Posted on April 25, 2018 by macromon

I stopped to grab a burger in Marin County today and was kind of shocked to see the following posted on the front door.     That is a pretty steep starting wage for nonskilled labor, and $5.00 more than … Continue reading →

Posted in Equities, Food Prices, Inflation/Deflation, Uncategorized | Tagged , | 56 Comments

JFK-Trump S&P Tracking Like A Tomahawk Cruise Missile

Posted on April 24, 2018 by macromon

We had several requests after the close to update the JFK-Trump S&P analog given today’s ugly market. The analog continues to track like a Raytheon tomahawk cruise missile, acting with the precision as if its  guided with the same Digital … Continue reading →

Posted in Economics, Equities, Uncategorized | Tagged , , , | 15 Comments

Why Google Is A Short

Posted on April 24, 2018 by macromon

We live in a social media economy. Many of our largest companies are in the social media space, such as Google and Facebook.   What exactly do they produce?  Not cars, not planes, not trains. They have strange business models as … Continue reading →

Posted in Equities, Uncategorized | Tagged , , | 23 Comments

Quality Of Earnings?

Posted on April 23, 2018 by macromon

Rosie is a bear but a credible bear, and not a perma-bear. The financial engineering game ends when the government starts to play. Glushkin Sheff's Dave Rosenberg: nearly 2/3 of US corporate profit growth is due to tax cut and … Continue reading →

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