Monthly Archives: August 2019

China Trade Talks And The Cuban Missile Crisis

Posted on August 7, 2019 by macromon

We find it interesting that many accuse us of being China apologists because we have concluded from our analysis long ago that President Trump is taking the wrong approach in dealing with the Middle Kingdom.   No argument here we have … Continue reading →

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My Daughter Is Definitely Not Going To Penn

Posted on August 7, 2019 by macromon

One year to this very day l flew to the east coast to check out colleges with my then 15-year old. Check Penn off the list. The following is from an economics major from the University of Pennsylvania. ….proud to … Continue reading →

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Can Treasury Issue An Additional $1 trn At These Fake Yields?

Posted on August 6, 2019 by macromon

A question has been nagging us for some time.  If the current sovereign yields are repressed and fake, many of which are negative, can the borrowers issue any significant amount of new debt at these current yields?   Especially to long-term … Continue reading →

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The S&P’s Very Long Top

Posted on August 5, 2019 by macromon

The S&P got whacked again today and is now about 1 percent below its first peak of January 26, 2018, in this very long topping process.  In other words, stocks have gone nowhere for the past 18 months. We believe … Continue reading →

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Summer Of Discontent Cometh

Posted on August 5, 2019 by macromon

It feels like the rivets are really starting to pop on the global international order as we have been warning over and over and over.  The markets smell it. If China moves on Hong Kong, things can really go sideways … Continue reading →

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The Summer Friday Ramp Into Close

Posted on August 4, 2019 by macromon

Here we go again.  The Summer Friday afternoon ramp. We posted how the S&P tends to ramp into the close in our post on Monday (see below). No different today.  The S&P had traded in a 34.44 point range high-to-low … Continue reading →

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Make America Decent Again #MADA

Posted on August 3, 2019 by macromon

NEW: El Paso suspect told investigators he wanted to shoot as many Mexicans as possible, sources tell @AaronKatersky and @JoshMargolin. https://t.co/iFcnRHWpmo — ABC News (@ABC) August 4, 2019 dot…dot…dot… Trump Laughs As A Supporter Calls For Immigrants To Be Shot … Continue reading →

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The Great Hack

Posted on August 3, 2019 by macromon

This is a must view, folks.  If you don’t have Netflix, grab some friends and subscribe for one month so you can watch this.  Stunning. Everything you wanted to know about Cambridge Analytica but were afraid to ask.

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The Summer Of Discontent

Posted on August 3, 2019 by macromon

See full story here. We have been all over this one since early spring.   Never works out exactly as expected but content to be in the same zip code.

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A Short Stay At The Bear Trap Inn

Posted on August 2, 2019 by macromon

As we suspected in last night’s post, A break of today’s low at 2945.23 cinches a beeline move to the 50-day, where algos will likely set their bear trap and try and bounce the market.  We expect a feeble bounce at best, … Continue reading →

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