Yearly Archives: 2018

BEST SUPER BOWL Commercials Sneak Peek!

Posted on February 4, 2018 by macromon

Good stuff! Remember the dot.com Super Bowl ads during the 1990’s Nasdaq bubble?  Dot.coms  with no earnings and big burn rates would spend 70 percent (+/-) of their V.C. funding on Super Bowl ads to generate “eyeballs”?  Moreover,  their stock … Continue reading →

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Gundlach Channels Our “Mark Of The Beast” Market

Posted on February 4, 2018 by macromon

Love Jeffrey Gundlach.  As with everyone, not always right as nobody knows the future, but his analytical roadmap to decision making is rigorous, and he has the big ‘nads to pound the contrarian table. That earns him much respect, in … Continue reading →

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Sector ETF Performance – February 2

Posted on February 4, 2018 by macromon
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Global Risk Monitor – February 2

Posted on February 4, 2018 by macromon
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Another Streak Snappled

Posted on February 2, 2018 by macromon

Whoa! Dow down 666 to close a week in which we saw a rare Super Blue Blood Moon.   Sure to bring out the false “profits” [sic], now watching for an earthquake and great fire to turn the sun black. … Continue reading →

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Bonds Behaving Badly

Posted on February 1, 2018 by macromon

We began the week with our Watch This Space post: Because the eurozone is where the big bond bubble lives. Though the euro periphery is now in Convergence 2.0 mode on hopes of eMac’s vision of a more integrated ‘zone, … Continue reading →

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Apple Double-Digit Revenue Growth Continues

Posted on February 1, 2018 by macromon

Even global macro jockeys must monitor the world’s largest company. Amazing that an $850 billion market cap company can still grow y/y revenues at 13 percent. Just for some scale perspective, Apple’s quarterly revenues exceed the GDP of almost 70 … Continue reading →

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QOTD: Expecting The Unexpected Pays

Posted on February 1, 2018 by macromon

“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.”  ― George Soros (QOTD = Quote of the Day)

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Alan Greenspan On The “Twin Bubbles”

Posted on January 31, 2018 by macromon

We suspect the duration and resolution of the twin bubbles will be a bit more complicated than the dot.com and credit/housing bubble — i.e., a swift waterfall collapse followed by a sharp rebound driven by the Federal Reserve to even … Continue reading →

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That Was One Heckuva Streak!

Posted on January 30, 2018 by macromon

Wow! Back-to-back more than 1/2 percent down days for the S&P500 ending a streak going way back to January 2016. Feels like we just landed on Mars or in the Bronx  after Joe DiMaggio’s 56-game hitting streak  was snapped, no? … Continue reading →

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