Monthly Archives: August 2019

Walmart Nation: Visual Capitalist

Some more context to our last post, Trouble Coming To Walmart Nation? Man, the content at the Visual Capitalist is good!  

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Trouble Coming To Walmart Nation?

Not so much for Walmart shareholders after the company beat estimates late in the week helping the stock (WMT) to close on Friday 7.7 percent off its low for the week.  MarketWatch notes the big-box retailer was helped by automation. … Continue reading

Posted in Employment, Uncategorized | Tagged , | 22 Comments

Fake Waves: Surf’s Up

Beach Boys need to make a song about this one… Amazing — (@OrgPhysics) August 17, 2019

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“Fake Economic Data”: We Did Warn You

It was so predictable. Furthermore, it’s only a matter of time before our national economic data is labeled fake news and the product of manipulation by the “deep state.” Dig deeper and sharpen your pencils, folks.  – GMM, May 7th … Continue reading

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The Short-Term Heavy Treasury Curve

Before reading further we suggest you look at our latest post, The Perversion Of The Yield Curve Inversion, for some context.   Gravitational Pull Toward Curve Flattening And Inversions Note the structure of the Treasury curve in terms of the amount of … Continue reading

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The Perversion Of The Yield Curve Inversion

We should be on vacation but it never fails that volatility spikes as soon as we leave our desk.   It must be the Ides Of August. Wait, it is.  Et tu Brutal! Nevertheless, we can’t help ourselves and have to … Continue reading

Posted in Bonds, Fed, Uncategorized | Tagged , | 1 Comment

More Monetary Insanity & The Negative Yielding Bond Bubble

Had to get this last one in before we hit the surf. We like to look at the Cleveland Fed’s Median CPI calculation as it removes monthly outliers that can pull the averages up or down.  It hit a 10-year … Continue reading

Posted in Bonds, Inflation/Deflation, Uncategorized | Tagged , | 1 Comment

It’s That Time…

Time for the summer holiday, folks. Happy hunting. See you in September.  

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Deep Fakes Seem So Real…

Stunning. Imagine how these will be weaponized in the 2020 presidential campaign. I watched this video last night and it's still freaking me out. A deep fake where Bill Hader *turns into* Tom Cruise and Seth Rogan *while impersonating them*. … Continue reading

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The Global Consequences Of A Narcistic And Incompetent POTUS

The world is starting to move sideways. The market talking heads are so clueless. It’s almost laughable listening to them trying to explain away in isolation how the pieces of the puzzle are starting to converge that will or already … Continue reading

Posted in Economics, Geopolitical, Uncategorized | 1 Comment