Monthly Archives: March 2020

Happy St. Patrick’s (Maweyn Succat) Day!

Posted on March 17, 2020 by macromon

Blast From The Past (BFTP). Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in Britain around the turn of the … Continue reading →

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“The European Union borders and the Schengen borders will be closed”

Posted on March 16, 2020 by macromon

It’s becoming pretty clear to us that the world is going to look much different on the other side of this crisis.  Diminished global supply chains and more nationalism.  Slower growth and higher inflation. Much will depend on the outcome … Continue reading →

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“Lock Downs Do Work”

Posted on March 16, 2020 by macromon

Six counties in the SF Bay Area ordered residents to “shelter in place.”  

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Take The O’Shaughnessy Challenge

Posted on March 16, 2020 by macromon

Still waiting for the dawn, the sun is coming up The sun is coming up on the ocean This love is like a drop in the ocean This love is like a drop in the ocean Yahweh, Yahweh Always pain … Continue reading →

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Some Perspective

Posted on March 16, 2020 by macromon

In our March 7th post,  Stages Of A Pandemic: Denial, Panic, Fear, and Rationality, we suspected the country was about to move from denial to panic over the coronavirus pandemic.   It sure did and infected the global markets in a … Continue reading →

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China’s Industrial Output Plunges, GDP Headed For First Contraction On Record

Posted on March 15, 2020 by macromon

China’s industrial output fell more than expected as the coronavirus shutdown factories, across the nation.  Industrial output fell13.5% in January and February from a year earlier, versus a median estimate for a 3% contraction. Retail sales fell 20.5% in the … Continue reading →

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Exponential Growth 2.0

Posted on March 15, 2020 by macromon
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Meet Me In St. Louis Not On The Streets Of Philadelphia

Posted on March 14, 2020 by macromon

Source: Shane Oliver  @ShaneOliverAMP This is about as close as we will get to a pure lab experiment measuring the efficacy nonpharmaceutical interventions (NPIs) intended to reduce infectious contacts, folks. The 1918 influenza pandemic resulted an estimated 500,000–675,000 deaths in … Continue reading →

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No Time For A Victory Lap

Posted on March 13, 2020 by macromon

President Trump gave the market what it was looking for today with a laser focus on containing the coronavirus and enlisting the private sector in the battle.   No focus on the stock market during the entire presser, which is, ironically,  … Continue reading →

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Godspeed, Tom Hanks

Posted on March 13, 2020 by macromon

  pic.twitter.com/N80c1tSSxE — Tom Hanks (@tomhanks) March 13, 2020

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