Monthly Archives: September 2019

It’s Hitting The Fan, No Longer A 6 Sigma Event?

Posted on September 30, 2019 by macromon

When a headline like this appears in the Washington Post it is probably is no longer a 6 Sigma event, i.e, the odds of it happening are 500 million to 1. Recall the political scenario we laid out in May … Continue reading →

Posted in Impeachment, Uncategorized | Tagged , , | 1 Comment

America’s Perilous Path Of Wealth Distribution

Posted on September 29, 2019 by macromon

Summary We illustrate the stark contrast in the growth of household wealth between the different percentile groups since Q1 2000 The top 1% of households now hold more wealth than the bottom 90% The aggregate nominal wealth of the bottom … Continue reading →

Posted in Economics, Uncategorized | Tagged , , | 37 Comments

The Coming Political Oktoberfest

Posted on September 28, 2019 by macromon

So we missed by a week or two. Coming “Summer Political Discontent?” There will be some political instability into a second referendum vote as the Brexiteers take to the street.  Depending on how things shape up with President Trump’s legal … Continue reading →

Posted in Brexit, Politics, Uncategorized | Tagged , | Leave a comment

What Are They Thinking?

Posted on September 27, 2019 by macromon

Stocks are reeling from the following headline. The White House is weighing some curbs on U.S. investments in China, a source familiar with the matter told CNBC. This discussion includes possibly blocking all U.S. financial investments in Chinese companies, the … Continue reading →

Posted in Capital Flows, China, Uncategorized | Tagged , | Leave a comment

Turmoil In The Money Markets & Financing Burgeoning Budget Deficits

Posted on September 26, 2019 by macromon

Sit up and listen, folks.  We may be in the midst of a Black Swan event. Nobody knows for certain what is creating the turmoil in the repo and money markets but we suspect much of it has to do … Continue reading →

Posted in Bonds, Uncategorized | Tagged , | 3 Comments

What the company of the future will look like | FT

Posted on September 26, 2019 by macromon
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My 6 Sigma Political Scenario Now Trending On Twitter

Posted on September 25, 2019 by macromon

I took so much incoming for this part of a post (reposted yesterday) I wrote back in May 2017.  People would look at me as I was crazy when I laid out the unlikely scenario, which, I admit, was written … Continue reading →

Posted in Politics, Uncategorized | Tagged | Leave a comment

The Mooch On Impeachment

Posted on September 25, 2019 by macromon

The Mooch says Republican Senators “hate Trump’s guts” and will turn on him. He is gone. It’s only a matter of time now and negotiation. @realDonaldTrump is done. — Anthony Scaramucci (@Scaramucci) September 24, 2019     Watch this space.  … Continue reading →

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Viva la Oxford Comma!

Posted on September 24, 2019 by macromon

This is actually my favorite TikTok pic.twitter.com/PWtVOSkO77 — Washington Post TikTok Dad (@davejorgenson) September 23, 2019

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Beware Shorting Impeachments

Posted on September 24, 2019 by macromon

Reposting a piece from a few years back to provide some market perspective on today’s news.  There are a confluence of events, not just political instability, of why we believe stocks are headed lower, including valuations and the shifting of … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , | 2 Comments