Yearly Archives: 2018

Memo to Larry Kudlow re: China Trade

Posted on April 11, 2018 by macromon

  To:         Larry Kudlow From:    Investor Class Date:      April 11 Re:          U.S.-China Trade Dispute _______________________________________________________________ We appreciate your positive disposition but time to get real with the markets.   Don’t lose … Continue reading →

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Ex-CIA analyst on risks of Trump-Kim talks – FT

Posted on April 11, 2018 by macromon

Sounds like the issue is to overcome what appears to be irreconcilable expectations. Former CIA analyst Sue Mi Terry says the biggest risk of the upcoming summit between US President Donald Trump and North Korean leader Kim Jong Un are … Continue reading →

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JFK-Trump S&P Analog – Trading Day 356

Posted on April 10, 2018 by macromon

 

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How Cambridge Analytica Exploited the Facebook Data

Posted on April 10, 2018 by macromon

Tens of millions of American Facebook users had their data harvested by Cambridge Analytica and a British-based researcher. Here’s how it happened. More from The New York Times Video: Subscribe: http://bit.ly/U8Ys7n

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Nothing New In President Xi’s Speech

Posted on April 9, 2018 by macromon

President Xi said nothing in his address to the Boao Forum that hasn’t been said before. Therefore markets must be lathered up (S&P futures up as high 40 points) over Xi positioning himself as “the grown up in the room.” … Continue reading →

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Mexico: Obrador holds 11-point lead

Posted on April 9, 2018 by macromon

MEXICO CITY – Mexican leftist candidate Andrés Manuel López Obrador has a nearly 11 percentage point lead over his closest rival ahead of the July presidential election, a poll published by newspaper El Universal on Monday showed. López Obrador has capitalized on … Continue reading →

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Tweet of the Day: Russian Sanctions

Posted on April 9, 2018 by macromon

Russia's RTS index in USD fell 11.4% today. https://t.co/dPvacU0N7k — Anders Åslund (@anders_aslund) April 9, 2018 Word from a businessman in Moscow today: "the sanctions have hit home to say the least. There is a sense of confused panic here. … Continue reading →

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The Week Ahead – FT

Posted on April 8, 2018 by macromon
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Week in Review – April 6

Posted on April 8, 2018 by macromon

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Sector ETF Performance – April 6

Posted on April 8, 2018 by macromon
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