Yearly Archives: 2020

Get up and fight, sucker!

Posted on May 25, 2020 by macromon

Blast from the past. We saw a lot of hits on our site today for this post from last year.  Very apropos as it time for America to get up and fight this virus and recession.   And like the Champ … Continue reading →

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Remembering The Sacrifice Of The Fallen On Memorial Day: A Harry Smith Essay

Posted on May 24, 2020 by macromon
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Going To Be A Slow August In Rhodes

Posted on May 22, 2020 by macromon

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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Mall Rats Jumping Ship

Posted on May 22, 2020 by macromon

Yikes!  See how Carol nailed this in her piece in yesterday’s post, Back To Class: REITs 101. We may have discovered a superstar. Mall landlords received just a quarter of expected April rent payments. https://t.co/7kWbEBxO9L pic.twitter.com/fB4s4zHYSJ — Lisa Abramowicz (@lisaabramowicz1) May … Continue reading →

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COTD: The REIT Beat

Posted on May 19, 2020 by macromon

COTD: Chart of the Day Interesting chart of the relative performance of the various  REIT sectors.  Our wild ass guess (WAG) is that commercial is still a sell. We think the COVID crisis will be remembered, among other things, as … Continue reading →

Posted in Real Estate, Uncategorized | Tagged | 4 Comments

GPS: The Battle Over Reopening – MUST VIEW

Posted on May 18, 2020 by macromon

Empathy – the psychological identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another. – Dictionary.com Maybe once every few years we read, hear or see something that is so profound it shakes our intellectual foundation to … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , , | 5 Comments

QOTD: Walt Whitman

Posted on May 15, 2020 by macromon

QOTD: Quote of the Day Happiness, not in another place but this place… not for another hour but this hour – Walt Whitman, “A Song for Occupations,” Leaves of Grass

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Battle OF The Fibos & The Negative Yield Wall

Posted on May 14, 2020 by macromon

Fibonacci retracement levels are horizontal lines that indicate where support and resistance are likely to occur. They are based on Fibonacci numbers. Each level is associated with a percentage. The percentage is how much of a prior move the price … Continue reading →

Posted in Equities, Technical Analysis, Uncategorized | Tagged , | 17 Comments

QOTD: Stan Druckenmiller All Beared Up

Posted on May 13, 2020 by macromon

QOTD: Quote of the Day Hedge fund legend, Stanley Druckenmiller, is all beared up saying the risk-reward for equities is the worst he’s seen in his career, and he has been around the block more than a few times.  He does … Continue reading →

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GDP Now Q2 Estimate At -34.90 Percent, So What Now?

Posted on May 11, 2020 by macromon

Summary The Atlanta Fed’s GDP Now is estimating a -34.9 percent Q2 GDP print, which is 3.5x the largest quarterly decline in the post-WWII economy If realized, the 11.3 percent non annualized first-half GDP collapse in 2020 will approach the … Continue reading →

Posted in Black Swan Watch, Coronavirus, Economics, Uncategorized | Tagged | 17 Comments