Monthly Archives: January 2019

Ten Good Weekend Reads – January 25

Posted on January 25, 2019 by macromon

Fed Officials Weigh Earlier-Than-Expected End to Bond Portfolio Runoff – WSJ The difficulty of being a bear in a bear market – KNect365 “…Making money when everyone else is losing is easier said than done.” – Michael Batnick Has Value … Continue reading →

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Ludicrous

Posted on January 24, 2019 by macromon

https://twitter.com/lourincapital/status/1088523877955915776?s=12                     .@CommerceGov Secretary Wilbur Ross: U.S. is 'miles and miles' from a trade resolution with China pic.twitter.com/M4ja4P6mFC — Squawk Box (@SquawkCNBC) January 24, 2019 china pump https://t.co/zyA36xZP1a — Tracy (𝒞𝒽𝒾 … Continue reading →

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Smartphones Could Tell All The Food You Buy

Posted on January 24, 2019 by macromon
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Ownership And Profile Of The Corporate Bond Market

Posted on January 23, 2019 by macromon

Summary Nonfinancial corporates have amost doubled their stock of outstanding bonds since the GFC moving from 19.5 percent of GDP in 2007 to 26.5 percent in Q3 2018 Conversely,  the domestic financial sector has been delevering, reducing bond debt by … Continue reading →

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Divining POTUS Tweets

Posted on January 23, 2019 by macromon

The new haruspicy. What keeps a short seller up at night?  What else?  POTUS tweets! Is this a signal he is ready to cave on the shutdown? I look forward to giving a “great” State of the Union Address in … Continue reading →

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S&P500 Short: Update

Posted on January 23, 2019 by macromon

Selling 5 contracts at the open of the overnight session.  Back to you with levels. Update:    Sold 5 March S&P e-minis at 2635.50.  Stop at 2680.00. Comment: Looks like good news on China deal is pushed out,  less of … Continue reading →

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Getting Short S&P500

Posted on January 23, 2019 by macromon

Selling 5 contracts at the open of the overnight session.  Back to you with levels.

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Reskilling The American Workforce

Posted on January 23, 2019 by macromon

The future is here, folks. We better start thinking big and bold, beginning with huge investments in human capital.  A new Marshall Plan for the American educational system. Python is not a difficult coding language to learn and the basics … Continue reading →

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This Day In Financial History – Jan 23

Posted on January 23, 2019 by macromon

From the Great Jason Zweig January 23: 1987: Daily trading volume on the New York Stock Exchange exceeds 300 million for the first time, as 302.4 million shares change hands. Museum of American Financial History; http://www.nyse.com/marketinfo 1932: The Reconstruction Finance Corp. is created … Continue reading →

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Global Risks 2019 – World Economic Forum

Posted on January 22, 2019 by macromon

Nice chart and table of what the World Economic Forum (WEF) deems as the major risks with their respective probabilities for the coming year.  Environmental, global warming and cyber are the most likely high impact events, complicated by a backdrop … Continue reading →

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