Yearly Archives: 2020

John Lewis, R.I.P.

Posted on July 17, 2020 by macromon

This is hard to take. The country and the U.S. Congress have lost another Great American and Saint.  First,  Congressman Elijah Cummngs. and now Congressman John Lewis. This one really hurts. Thank you for making the world a better place, … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 2 Comments

Has Netflix Peaked?

Posted on July 17, 2020 by macromon

Our crack stock picker, Coach Carol,  thinks the probability favors the affirmative.  Personally,  I think Netflix, the service, is…rhymes with rap. The attraction of most of these streaming services, in my opinion, is their new content, and Amazon Prime is … Continue reading →

Posted in Equity, Uncategorized | Tagged , , | 1 Comment

The COVID Economy In Suspended Animation

Posted on July 14, 2020 by macromon

Summary The U.S. economy is not real and in a current state of “suspended animation” The COVID rescue package has introduced significant distortions into the economy The “Corona Capitalists,” some very well capitalized and liquid corporations, have accounted for a … Continue reading →

Posted in Economics, Equities, Geopolitical, Politics, Uncategorized | Tagged , , , | 20 Comments

Types Of Government

Posted on July 14, 2020 by macromon

The current U.S. government is so off the charts we need to give you the definition, Kakistocracy is a system of government that is run by the worst, least qualified, and/or most unscrupulous citizens. The word was coined as early as … Continue reading →

Posted in Politics, Uncategorized | Tagged | 2 Comments

Can Skyscrapers Predict Economic Turmoil?

Posted on July 11, 2020 by macromon

Very interesting video. We are not sure about the Skyscraper Index because the current economic situation is so unique.   We do suspect unless a COVID vaccine hits the market soon, the work from home/exit to the ‘burbs transition will accelerate … Continue reading →

Posted in Real Estate, Uncategorized | Leave a comment

The Bubble In A Fairy Tale World

Posted on July 10, 2020 by macromon

Great interview with Michael Novogratz, Galaxy Digital founder, CEO, and chairman.  He sounds exactly like the global macro heads at GMM.  His money quotes from the July 8th CNBC interview should sound very familiar to our readers. Money Quotes Macro … Continue reading →

Posted in Economics, Gold, Uncategorized | Tagged | 12 Comments

Lex Rex: SCOTUS Saves The American Republic

Posted on July 9, 2020 by macromon

Lex Rex The literal meaning of the two words is “Law King” . . . which as Rutherford explained ( and was imprisoned for what he said and came close to losing his head for it) . . . means … Continue reading →

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Looks Like A Democratic Tsunami – Cook Report

Posted on July 9, 2020 by macromon

This election is looking more like a Democratic tsunami than simply a Blue wave. President Trump, mired in some of the lowest job approval ratings of his presidency, is trailing Biden by significant margins in key battleground states like Pennsylvania (8 … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 2 Comments

Riding The Gravy Train: S&P500 Key Levels

Posted on July 8, 2020 by macromon

The U.S. stock market is very expensive and narrow, led by large-cap tech with S&P500 range-bound between 3233 and 2965, a 9 percent range, closing today at the upper 1/3rd of that range.   Not a fan, and a dangerous market, … Continue reading →

Posted in Coach C, Equities, Uncategorized | Tagged , , | 1 Comment

QOTD: Crises & Economic Ideas

Posted on July 6, 2020 by macromon

Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depend on the ideas that are lying around.  – Milton Friedman Hat Tip:  Joe Calhoun @JoeCalhoun3 Anyone dare to take … Continue reading →

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