Yearly Archives: 2018

Short Sellers In A Bull Market

Posted on January 23, 2018 by macromon

Ouch! I remember days like this guy is having. Shorting a market that is melting up and having the bulls gore you where the sun don’t shine is no fun! .   Shorting stocks willy-nilly is a surefire beeline to … Continue reading →

Posted in Equities, Global Stock Performance, Uncategorized | Tagged , , , | 9 Comments

Angela Lives!

Posted on January 21, 2018 by macromon

At least to fight another day and the final round of negotiations to form a collation government with the Social Democrats (SPD).   Not a done deal just yet. . The euro/$ is quite muted and coming off tonight’s opening … Continue reading →

Posted in Euro, Germany, Politics, Uncategorized | Tagged , , , | Leave a comment

Week In Review: Global Stocks Riding “Big Mama”

Posted on January 20, 2018 by macromon

Portugal’s Hugo Vau has surfed one of the biggest waves ever seen at Nazare, it’s been claimed, but is it enough to beat the world record? The wave — nicknamed ‘Big Mama’ — was reported to be up to 35-metres-high, … Continue reading →

Posted in Uncategorized, Week Ahead | Tagged , , , , , | 2 Comments

China’s fake data masks economic rebound – FT

Posted on January 20, 2018 by macromon

Economic data are unlikely to reflect China’s revival because, as a series of admissions of falsified data attest, the true extent of the preceding downturn was never revealed. The country is on course to be the world’s largest economy by … Continue reading →

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Sector ETF Performance – January 19

Posted on January 20, 2018 by macromon
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Global Risk Monitor – January 19

Posted on January 20, 2018 by macromon
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The History of Federal Government Shutdowns

Posted on January 19, 2018 by macromon

Background The routine activities of most federal agencies are funded annually by one or more of the regular appropriations acts. When action on the regular appropriations acts is delayed, a continuing appropriations act, also sometimes referred to as a continuing … Continue reading →

Posted in Fiscal Policy, Uncategorized | Tagged , , | 30 Comments

Is This Why The Dollar Is Tanking?

Posted on January 18, 2018 by macromon

Some nasty polling data out of Gallup about American global leadership that may explain, in part,  the dollar’s weakness, which is surprising to many given the strong economic data and ebullient equity markets. We thus suspect the weak Dixie is … Continue reading →

Posted in Dollar, Economics, Politics, Uncategorized | Tagged , | 13 Comments

Nonlinear Thinking: Lifeguard drone completes world-first ocean rescue

Posted on January 18, 2018 by macromon

It has been a while since our last nonlinear thinking post. We think it is time to start up again. We wrote about the coming of the iLifeguard back in in 2013, Nonlinear Thinking: iLifeguards Posted on March 26, 2013 … Continue reading →

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Hardest Working Countries – Statista

Posted on January 16, 2018 by macromon

Interesting stuff from Statista.  Should blow away the priors of the hoi polloi, especially in the EU. Across the globe, people are firmly back in the working groove after all the fun, relaxation and overindulgence of the holiday season. This … Continue reading →

Posted in Employment, Uncategorized | Tagged , , | 1 Comment