Monthly Archives: November 2019

COTD: Recession Triggers

Posted on November 19, 2019 by macromon

COTD = Chart of the Day Nice chart from Mark Zandi from Moody’s Analytics.

Posted in Economics, Uncategorized | Tagged , , | 3 Comments

Welcome To The Forever Trade War

Posted on November 18, 2019 by macromon

Are you surprised?  We’re not (see our repost below). Mood in Beijing about #trade deal is pessimistic, government source tells me. #China troubled after Trump said no tariff rollback. (China thought both had agreed in principle.) Strategy now to talk … Continue reading →

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Whatever Happened To “Buy Low, Sell High?”

Posted on November 18, 2019 by macromon

Stock prices are very high and, clearly, Warren Buffett is not a practitioner of the “greater fool theory,” which have made many a trader short-term rich and long-term poor.  Our long-term money and view (until the market breaks) is with … Continue reading →

Posted in Equities, Uncategorized, Whales | Tagged | 24 Comments

GDP Now Takes Q4 Forecast Down To 0.3 Percent From 1.0 Percent

Posted on November 15, 2019 by macromon

The Atlanta Fed’s GDPNow dropped its forecast of Q4 growth to just 0.3% from 1.0 percent. The New York Fed’s GDP Nowcast is showing a gain of 0.4%. Today’s two economic releases indicating lackluster retail sales, consumers purchases of big-ticket … Continue reading →

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The Night the Red Light Went Out in Georgia?

Posted on November 14, 2019 by macromon

Is Roxane about to put off the Republican red light in Georgia? Stunning New Poll In Georgia It ain’t over ‘til it’s over but the latest polling data from the Atlanta Journal-Constitution is nothing less than stunning.   A Republican presidential candidate has only … Continue reading →

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How Central Banks Steal From Savers

Posted on November 14, 2019 by macromon

This chart is an incredible disgrace and illustrates how conservative savers, especially seniors, have been robbed by the central bankers.  Christine Lagarde’s recent comment fueled our ire, We should be happier to have a job than to have our savings … Continue reading →

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Trade Wars And Boeing’s Supply Chain

Posted on November 14, 2019 by macromon

Boeing’s supply chain is just one example of how global trade friction can affect the company’s plane production.  Boeing recently announced that it will reverse the expected boost in monthly output of the 787 Dreamliner from 14 back t 12 … Continue reading →

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World’s Fastest-Growing Economies – October 2019

Posted on November 12, 2019 by macromon

We have updated the GDP growth rates for the 2019 and the 2020 forecasts and ranked the world’s fastest-growing economies in the ginormous table below.  The data are from the October 2019 IMF’s World Economic Outlook. Note, even though India … Continue reading →

Posted in Economics, Uncategorized | Tagged , | 3 Comments

Why The Tide Is Turning Against Big Tech – FT

Posted on November 11, 2019 by macromon
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Priorities, Priorities, Priorities

Posted on November 11, 2019 by macromon

Thank goodness POTUS gets it.  The Republic depends on it. Are we embarrassed yet? https://twitter.com/realdonaldtrump/status/1194065765273653249?s=21 A great try by @seanspicer. We are all proud of you! — Donald J. Trump (@realDonaldTrump) November 12, 2019  

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