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Yearly Archives: 2020
Now, Which POTUS Inherited A Mess?
Wow! President Trump likes to repeat the fictitious notion he inherited an economic mess but his hair is on fire over Obama’s factually based tweet this morning. Eleven years ago today, near the bottom of the worst recession in generations, … Continue reading
Two Charts Keeping Us On The Beach
I’ve seen fire and I’ve seen rain. I’ve seen manias the public thought would never end. Until they do. This ain’t our first rodeo. We have seen these types of asset bubbles many times during our career, especially when you … Continue reading
Posted in Equities, Housing, Inflation/Deflation, Uncategorized
Tagged Bubbles, Manias, Recession, Small Cap relative performance
10 Comments
COTD: Coronavirus Risk To Manufacturing
The holiday is over, but few people are back in offices and factories…the effects of covid-19 will be like those of SARS in 2003: a sharp shock to Chinese growth, followed by a strong rebound. But SARS may not be a … Continue reading
Why The Millennials Feel The Bern
The Global Macro Monitor has been writing about the Clash of Generations for years, and way before the headlines and data that are now starting to show up in the MSM. See here. The fight taking place between the moderates … Continue reading
Low-Cost Universal Health Care With A Record Budget Surplus?
How can it be? See the full DW article here The following video on the German health care system is a must view, folks. Take the 10 minutes and watch. If not, study the charts. The German system … Continue reading
Coronavirus: It’s The Second Derivative, Stupid!
Double yikes. Arrest this beast! Please! On a business trip meeting with many firms with huge exposure to China. Concern in their community definitely growing but still a bit clueless about the seriousness of the growing crisis. I give … Continue reading
The Global Supply & Demand Shock Of The Coronavirus
Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame. It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact … Continue reading
Posted in Black Swan Watch, China, Uncategorized
Tagged China, Coronavirus, Supply shock
29 Comments
Our Kafkaesque World Encapsulated In One Tweet/Video
See here for a good primer on the term Kafkaesque. “So disorienting and illogical” Screening for guns but no screen if you’re packing at the state Capitol. WTF? That’s less than a chip shot away from the logic of the … Continue reading
Global Macro Monitor 