Monthly Archives: March 2020

Is America Already Waving The White Flag?

Posted on March 23, 2020 by macromon

We are now in this war. We are all in it- all the way. Every single man, woman, and child is a partner in the most tremendous undertaking of our American history. We must share together the bad news and … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged | 2 Comments

It’s Time For Capitalists To Help Save Capitalism

Posted on March 22, 2020 by macromon

It looks the lock down in much of the country is going to last a bit longer than expected.  Small businesses account for a large portion of U.S. GDP and employ almost half the U.S. workforce.   Most of these companies … Continue reading →

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Should Trump Rename The 1918 Spanish Flu The Kansas Flu?

Posted on March 19, 2020 by macromon

What works for China works for Kansas, no?

Posted in Coronavirus, Uncategorized | Tagged | 1 Comment

What A Real Bear Market Looks Like

Posted on March 19, 2020 by macromon

We’ve created an S&P/Nikkei analog to compare how the current bear market is performing relative to the first month of trading after the Nikkei stock index peak on December 29, 1989.  Japanese stocks have been in an uber 30-year bear market. … Continue reading →

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Political Leanings Of Your News Source

Posted on March 18, 2020 by macromon

Hat Tip:  Vanessa Otero  @vlotero

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Why new diseases keep appearing in China – VOX

Posted on March 18, 2020 by macromon
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The COVID Wake-Up Call | Project Syndicate

Posted on March 18, 2020 by macromon
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What Joementum Needs To Do Now

Posted on March 17, 2020 by macromon

Joe Biden all but wrapped up the Democratic nomination with key wins in Florida, Illinois, and Arizona tonight.  If we were advising him, which we are not, here is the next steps he should take:  Get on the phone and … Continue reading →

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S&P500 Approaching Key Level

Posted on March 17, 2020 by macromon

Just a quick heads up.  The S&P500 has already taken out 2750.10, the first key Fib retracement of the 400 plus percent long bull market from Mar’09 to Feb ’20, and is now approaching another key Fibo at 2351.91, which … Continue reading →

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A Long Way To The Bottom For Stocks

Posted on March 17, 2020 by macromon

Based on the both historic price action of the two financial bubbles that have burst in the past twenty years and our favorite valuation metric — Market Capitalization-to-GDP or the Wilshire 5000 Index to Nominal GDP — stocks still have … Continue reading →

Posted in Bonds, Uncategorized | Tagged , | 1 Comment