Monthly Archives: March 2020

QOTD: Larry Kudlow

Posted on March 31, 2020 by macromon

QOTD:  Quote of the Day Speaking of spitballers: Surely even the bro-iest day trader still watching CNBC has noticed that White House economics adviser Larry Kudlow couldn’t pass a midterm math exam if you gave him the answer key.  Imagine … Continue reading →

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A Long Way Down To Value

Posted on March 31, 2020 by macromon

Summary The stock market has completed the first phase of a bear market with a rapid and sharp Q1 sell-off caused by massive deleveraging Stocks still need to deal with its valuation problem as well as discounting the long-term financial … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 21 Comments

Tips For Surviving Social Distancing – MIT

Posted on March 30, 2020 by macromon
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Florida Should Quarantine Itself

Posted on March 28, 2020 by macromon

After leaving Florida’s beaches open for spring break and allowing the Covidiots to return home throughout the country to infect countless others, Governor DeSantis is still exhibiting a colossal failure of leadership.  The third Tweet is a perfect example of … Continue reading →

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The Rhyme Of History

Posted on March 25, 2020 by macromon

Flashback from the 1918 Spanish Kansas Flu. “‘Give Us Beds, Bedding’ is the Plea of Flu Hospital” — Oakland Tribune, Oct. 1918 pic.twitter.com/Aub3hoKVGt — Mohamad Bazzi (@BazziNYU) March 26, 2020

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Nobody Saw It Coming. Not!

Posted on March 25, 2020 by macromon

Well, not until 2016, The NSC devised the guide — officially called the Playbook for Early Response to High-Consequence Emerging Infectious Disease Threats and Biological Incidents, but known colloquially as “the pandemic playbook” — across 2016. The project was driven … Continue reading →

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Rosie The Riveter 2020

Posted on March 24, 2020 by macromon

America stepping up.   Go Rosie 2020! Rosie the Riveter was the star of a campaign aimed at recruiting female workers for defense industries during World War II, and she became perhaps the most iconic image of working women.  – History … Continue reading →

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The Falcon Cannot Hear The Falconer

Posted on March 24, 2020 by macromon

Turning and turning in the widening gyre    The falcon cannot hear the falconer; Things fall apart; the centre cannot hold; Mere anarchy is loosed upon the world, The blood-dimmed tide is loosed, and everywhere The ceremony of innocence is … Continue reading →

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Got Gold?

Posted on March 24, 2020 by macromon

The Fed’s effective nationalization of the financial markets in the past week has spiked gold prices.  It does appear the first phase of the bear market and bursting of multiple asset bubbles is almost complete.  Phase 1, an initial massive deleveraging, … Continue reading →

Posted in Germany, Gold, Uncategorized | Tagged , , , | 11 Comments

The Stock Market’s Gas Gauge

Posted on March 23, 2020 by macromon

The stock market, as defined by the Wilshire 5000 has fallen 35.1 percent from its closing high on February 19th and has been unable to sustain a decent bounce for more than a day.   Our favorite valuation metric, stock market … Continue reading →

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