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Recent Posts
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Monthly Archives: May 2020
Microsoft’s New Market Narrative
Why Microsoft Should Be a Cornerstone In All Portfolios By Carol K. First, let me state unequivocally I am NOT a Microsoft (MSFT) product fangirl. Since 2005, I have only purchased Apple (AAPL) products for myself and my children. Nevertheless, … Continue reading
Time To Fear The American Street
I used to go home every night as a young Wall Street trader worried about how instability on the “Arab Street” would adversely impact my long unhedged positions. If you have been a reader of the Global Macro Monitor over … Continue reading
SOTD: Strange Days Indeed
SOTD – Song of the Day One of readers was incredibly perceptive to pick up a line in our last post, Cue The Economic Recovery, and attribute it to this Lennon song. Gaaawd, John was good! Hat Tip: Matthew Lamb
Cue The Economic Recovery
Summary The Russell 2000’s relative performance is now sniffing out the economic recovery, which will be reflected in a record Q3 GDP print, a bounce from the record first-half economic collapse It is not unreasonable that we will see a … Continue reading
Steph Curry Is Priceless
This is must view, folks….
One Of Our Best Trades Ever – Mike Trout
While we are reposting, we thought we’d take a victory lap circle of the bases. The following was originally posted on April 23, 2019, which was a victory lap of a repost from 2012, We’re buyers of Mike Trout’s rookie card. … Continue reading
CK-GMM Large Cap Portfolio Performance
Over the past few weeks, we have been negotiating with our friend and Alpha Female stockpicker, Carol K.. to come aboard and partner with Global Macro Monitor (GMM). She made her debut on GMM this past Thursday with her very … Continue reading
Going To Be A Slow August In Rhodes
Even though, Europe accounts for 50% of the global tourism market in terms of arrivals and has been particularly hard hit by the restrictions. Normally crowded cities such as Venice, Rome, Paris and Barcelona have stood empty. The EU currently has recommendations … Continue reading
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