Monthly Archives: September 2020

Euro Banks: Dead Men Walking

These charts are hard to take.   Have you ever seen such dead money investments? Here’s to hoping that if Jamie Dimon becomes Secretary of Treasury in a Biden Administration — a huge stretch given the rising power of the Democratic … Continue reading

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Industrial Output – The Winners and Losers

Summary Industrial Production (IP) rose for its fourth consecutive month after March and April’s sharp contraction (Chart 1) IP remains 7.6 percent below its December 2019 level (Chart 1) Durable Manufacturing output was up 0.7 percent in August, led by … Continue reading

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Life Is Unfair

“…there is always inequity in life. Some men are killed in a war and some men are wounded, and some men never leave the country, and some men are stationed in the Antarctic and some are stationed in San Francisco. … Continue reading

Posted in Uncategorized | 2 Comments

The Taiwan Strait Getting Hot, Hot, Hot…2.0

China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg QuickTake (@QuickTake) September 21, 2020 We originally posted the following in … Continue reading

Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized | Tagged , , , | 1 Comment

What A “Blue Wave” Means To Markets

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O, How We Love Technical Analysis

You know what they say, If you stare at the sky long enough, you will see pink elephants.  We don’t see pink elephants but rather trade setups, among other things,  and have discovered a failproof trade. After studying many patterns … Continue reading

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Q3 GDP Growth Set For 30% But No V-Shaped Recovery

The Atlanta Fed’s GDPNow estimate for Q3 GDP growth is currently running at 30.8 percent on an annualized basis (6.9 percent quarter-on-quarter), which will shatter by a wide margin the prior highest print on record of 16.7 percent registered in … Continue reading

Posted in Economics | Tagged , | 2 Comments

Developed Market Economic Calendar – Week of September 14th

Source:  ING 

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A COVID Fear Gauge & Real-Time Economic Indicator

After giving some thought to our last post on Air Travel. we constructed our own chart with the data, which is pretty damn interesting, informative, and depressing.  We have also added the Bloomberg chart on the collapse of international travel … Continue reading

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COTD: Air Travel

COTD: Chart of the Day Hat Tip: @TESLAcharts

Posted in Chart of the Day | Tagged | 1 Comment