Monthly Archives: November 2019

Jamie Dimon On 60 Minutes

Posted on November 11, 2019 by macromon

Great 60 Minutes interview with JP Morgan CEO, Jamie Dimon, last night. This is a must view, folks.  Take 15 minutes to watch as it will be a very high return on your time investment. Jamie is very impressive and his … Continue reading →

Posted in Uncategorized, Video | Tagged , | 3 Comments

Beam me up, Scotty, it’s getting too real!

Posted on November 10, 2019 by macromon

This is stunning. I never was even close to a Treky but now starting to rethink.  The Starship Enterprise is getting too real. Jeff Bezos certainly is and betcha was thinking of the mother ship in designing his new delivery system. The … Continue reading →

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China Still Looking For A Rollback

Posted on November 9, 2019 by macromon

We posted our,  Roll back: The Verb China Is Looking For,  two months ago and China is still looking for a rollback on some of the tariffs that have already been implemented. What President Trump said is not what the markets expect. But … Continue reading →

Posted in China, Trade War, Uncategorized | Tagged | 2 Comments

Highest Paid Public-Sector Employee In Each State

Posted on November 8, 2019 by macromon

Though the following map doesn’t surprise us, it is a bit disheartening to see where our priorities lie.  Panem et circenses (bread and circuses), baby, even at the public Academy! If the data are true, there are only nine states in … Continue reading →

Posted in Charts, Demographics, Uncategorized | Tagged | 1 Comment

In The Age Of AI – Frontline

Posted on November 8, 2019 by macromon

This is an absolute must view, folks. If you want to understand what’s coming and the secular trends over the next fifty years, take two hours and watch Frontline’s, In The Age Of AI.   Huge return on your time.  It … Continue reading →

Posted in AI, Uncategorized | Tagged , , , | 2 Comments

Unit Labor Costs Hit 5-year High

Posted on November 6, 2019 by macromon

Back in the day, before the Great Flood [of Liquidity] and the “world went mad,” the productivity and unit labor cost release could really move the stock market.  I mean, really move the market.  The connection is through expected margins and … Continue reading →

Posted in Economics, Uncategorized | Tagged | Leave a comment

Bid Adieu To The Ownership Economy – Auto Subscriptions?

Posted on November 1, 2019 by macromon

Wow, now this!   Car subscriptions?  The end of auto dealerships? Recurring revenue is the new gold.   Microsoft was a wet dawg for years until it moved Windows Office to a monthly subscription basis, which locks in users to a monthly … Continue reading →

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