Monthly Archives: January 2019

Letter from Tim Cook to Apple investors

Posted on January 2, 2019 by macromon

Apple just released this extraordinary guide down in a letter to investors from Tim Cook.  We are now watching for the stock’s reaction.  We suspect it could be ugly or the stock may have priced most of this.  We have and have had … Continue reading →

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QOTD: Druckenmiller On The Squirrelly Markets

Posted on January 2, 2019 by macromon

Q:  What to you is a logical macro trade at this stage of the cycle?  – Bloomberg A:  Logical doesn’t mean profitable – Stan Druckenmiller, 32.33 minutes (QOTD = Quote of the Day)

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Mme. Euro’s Wild Ride

Posted on January 2, 2019 by macromon

Buying the euro with an 80 cent handle was such a no-brainer at the beginning of the millennium.  Here?  A much tougher call. We do think the euro, in its current form, will not last. We suspect the first step, … Continue reading →

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More Ugly Chinese Economic Data

Posted on January 1, 2019 by macromon

The fiscal stimulus and trade concessions cometh? The Caixin/Markit Manufacturing Purchasing Managers’ Index (PMI) for December, released on Wednesday, fell to 49.7 from 50.2 in November, marking the first contraction since May 2017. Economists polled by Reuters had forecast only … Continue reading →

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Xi Says Taiwan Will Be United With Mainland

Posted on January 1, 2019 by macromon

Bloomberg is reporting tonight, Chinese President Xi Jinping said Taiwan must be unified with the mainland to achieve his goal of completing the country’s rejuvenation. “China must and will be united, which is an inevitable requirement for the historical rejuvenation … Continue reading →

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What will be the biggest stories of 2019? | Economist

Posted on January 1, 2019 by macromon

Power suits, robotaxis, Leonardo da Vinci mania—just a few of the things to look out for in 2019. But what else will make our top ten stories for the year ahead? Click here to subscribe to The Economist on YouTube: … Continue reading →

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New Year’s Day

Posted on January 1, 2019 by macromon

Here’s a nifty tune to start 2019.  St. Bono looks like a baby… Although it is one of U2’s most well-known tunes, many fans don’t realize that the song’s lyrics are actually about the Polish Solidarity movement. – IrishCentral

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Bolsonaro sworn in as Brazil’s next president

Posted on January 1, 2019 by macromon

Bolso’s FinMin, Paulo Guedes and his team of “Chicago Boys” are very market-friendly and potentially transformative for the Brazilan economy.  The question is does Bolsonaro have the political skills to see the reforms through? The animal spirits of a new … Continue reading →

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S&P500 Key Levels

Posted on January 1, 2019 by macromon

The S&P500 starts the New Year in a global bear market, which began at the end of last January, and sitting just a few points below a key Fibonacci retracement level at 2508.94.  Interestingly,  the New Year’s Eve rally could … Continue reading →

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Druckenmiller on Economy & Fed – Bloomberg

Posted on January 1, 2019 by macromon

Dec.18 — Billionaire investor Stanley Druckenmiller discusses the outlook for the U.S. economy, his investment strategy for stocks and bonds, President Donald Trump’s attempts to sway Federal Reserve policy and the prospects for a solution to the U.S.-China trade dispute. … Continue reading →

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