Yearly Archives: 2020

Three-Pointer At The Buzzer For Corporate Socialism

Posted on April 27, 2020 by macromon

Wow,  pretty disgusting and just the tip of the iceberg of the corruption taking place with the bailouts and PPP. Who would of thunk that one of the world’s most valuable and glamorous sports franchises, worth $4 billion, would be … Continue reading →

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The World’s Wealthiest

Posted on April 27, 2020 by macromon

Just in case you’re curious… Source:  The Visual Capitalist  

Posted in Uncategorized, Whales | Tagged | 1 Comment

“I Have Never Seen Such A Strong Market”

Posted on April 26, 2020 by macromon

For oil storage. Watch the CEO of Nordic American Tankers (NAT) quote Cramer $70k per day to lease an oil tanker.  Buy spot/sell forward and that arb should drive the forward/futures premium relatively close to the cost of carry. Traded … Continue reading →

Posted in Crude Oil, Uncategorized | Tagged , , | 1 Comment

COVID Deaths Could Be Almost 60% Higher Than Official Count

Posted on April 26, 2020 by macromon

Here is something we suspected for some time and now has been measured by the FT analysts. The noisier the data, it is best to focus on trends and not single data.   The death toll from coronavirus may be … Continue reading →

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How Italy Plans To Reopen The Economy

Posted on April 26, 2020 by macromon

https://twitter.com/MKWilliamsRome/status/1254486320401047552?s=20  

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COTD: Size Of The COVID Lockdowns

Posted on April 26, 2020 by macromon

COTD = Chart of the Day

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America’s Bearish Day At The Beach

Posted on April 25, 2020 by macromon

Summary  We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , , | 11 Comments

Capitalism Has Changed Forever

Posted on April 23, 2020 by macromon

Another must view. “Capitalism as we know it will likely be changed forever.” Here are some of the “lasting implications” investor Leon Cooperman sees from the coronavirus crisis. https://t.co/JIUDFQ30FW pic.twitter.com/vdwgy3lYPn — CNBC (@CNBC) April 23, 2020

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Intel Reports Factors Operating With > 90% On-Time Deliveries

Posted on April 23, 2020 by macromon

Intel reported AH and is trading down over 5 percent on weaker than expected margin guidance, or whatever you want to assign to the price noise. The outlook, at least to us, for the semis and the electronics industry, in … Continue reading →

Posted in Technology, Uncategorized | Tagged , | 1 Comment

Chamath Nails It

Posted on April 23, 2020 by macromon

This dude is Churchillian.  Prolific and strike right at the heart of the issue.  Must view. I sense big regulatory reforms coming for Wall Street when the next Administration comes to power.  It will probably  begin with capital gains tax … Continue reading →

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