Monthly Archives: January 2020

Global Auto Sector Hit Hard By Coronavirus

Posted on January 25, 2020 by macromon

By Taleb’s pure definition, the Coronavirus is a true “Black Swan.” The first cases of the pneumonia-like coronavirus were reported in Wuhan, China on Dec. 31, 2019. Since then, the virus has spread to various other countries, including Thailand, Japan, … Continue reading →

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Very Informative Update On Coronavirus

Posted on January 25, 2020 by macromon

 

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What Is Coronavirus?

Posted on January 22, 2020 by macromon

What exactly is coronavirus? Here's what you need to know about the China-linked mystery illness now confirmed in the U.S. pic.twitter.com/caaUP764uu — Bloomberg Originals (@bbgoriginals) January 22, 2020

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Paul Tudor Jones Interview

Posted on January 21, 2020 by macromon

I worked for one of the greatest global macro traders of all-time and almost went to work for this one.  PTJ is the best.  

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QOTD: Did Boomers Burn Down The House?

Posted on January 21, 2020 by macromon

QOTD = Quote of the Day It’s kind of stunning how Time Magazine’s Person of the Year, a “very angry” 17-year old Swedish teenage girl diagnosed with Asperger syndrome, obsessive-compulsive disorder (OCD), and selective mutism, can trigger the President of the United States,  many … Continue reading →

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The Happiest Places On Earth

Posted on January 20, 2020 by macromon

Happiest countries in the world: 1. Finland 🇫🇮2. Denmark 🇩🇰3. Norway 🇳🇴4. Iceland 🇮🇸5. Netherlands 🇳🇱6. Switzerland 🇨🇭7. Sweden🇸🇪8. New Zealand🇳🇿9. Canada🇨🇦10. Austria🇦🇹11. Australia🇦🇺12. Costa Rica🇨🇷13. Israel🇮🇱 #WEF20 https://t.co/bxuiBzixXo pic.twitter.com/JTCAK69tRM — Vala Afshar (@ValaAfshar) January 21, 2020

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The Black Swan Chart Of 2020

Posted on January 20, 2020 by macromon

  The surprising outcome of the 2020 presidential election may be, OK, Boomer.  It’s time to pass the torch of leadership to a new generation.    The younger generations dwarf the boomers in terms of sheer numbers but they have … Continue reading →

Posted in Politics, Uncategorized | Tagged , | 3 Comments

Howard Marks, Oaktree Capital

Posted on January 20, 2020 by macromon

Howard is always worth a listen.  Note the interview took place in October, so a bit dated. We found a true gem from his latest memo, however. This experience produced two of my most important observations: Success in investing doesn’t … Continue reading →

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The Best MLK Weekend Of All-Time

Posted on January 17, 2020 by macromon

We are reposting this in honor of Dr. King, a truly great American. Originally Posted on January 21, 2019 During my Lehman days as a bond strategist, the firm’s research group would do a January roadshow in many of America’s major … Continue reading →

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The Secular Decline in U.S. Manufacturing Employment

Posted on January 16, 2020 by macromon

The title of the post is a bit of a misnomer. Though the number of manufacturing jobs in the United States is 40 plus percent higher than in 1939, the proportion of total private payrolls hit its lowest level in … Continue reading →

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