Monthly Archives: March 2019

A French Cat Named Brexit

https://twitter.com/bakerluke/status/1107589186314485760?s=12

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Inching Toward A Second Brexit Referendum

John Bercow, the Speaker of the House of Commons effectively blocked a third vote of the Prime Minister’s Brexit deal slowly chipping away at the roadblock to a second Brexit referendum.   Theresa May’s Brexit deal must be “fundamentally different” from … Continue reading

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Father of Great Gatsby Curve, Alan Krueger, R.I.P.

We’re shocked at the passing of economist Alan Krueger.   Great economist and great guy.  Way too young to leave us. He will be missed. GMM sends thoughts and prayers to his family,  Lisa Simon, Benjamin, and Sydney. Love his Great … Continue reading

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Rory It Is…

The Irishman, Rory McIlroy wins the Players Championship at the TPC Sawgrass in Florida on St. Patrick’s Day with a score of 16 under par.  How cool is that? I think our “Unleash the Leprechauns!” chant and blessing helped him … Continue reading

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Week In Review – March 15

Summary Bond yields mostly lower on the week as global growth expectations ratchet downward and yield chasing back in vogue, led by Brazil Credit spreads tighter led by lower-tier credits Major Latin FX rebounds after a few weeks of weakness … Continue reading

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NASA’s Pot of Gold

Is there a pot of gold at the end of a green aurora? We're not sure, but these green lights are perfect for the #StPatricksDay holiday: https://t.co/vdxQ9QmhOR pic.twitter.com/vUKHMBSOjj — NASA (@NASA) March 17, 2019

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Happy St. Patrick’s (Maweyn Succat) Day!

Another Blast From The Past (BFTP).  Hard to believe this was seven years ago. Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in Britain around the … Continue reading

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Sector ETF Performance – March 15

 

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Global Risk Monitor – March 15

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QOTD: Turkey/Eagle Flight Convergence During QE

QOTD = Quote of the Day Central banks have inflated the entire market: it has been impossible to pick winners. – FT

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