Yearly Archives: 2020

Rising Yuan Shows China’s Economy Strengthening

Posted on November 11, 2020 by macromon

Here are two reasons why the yuan is showing new strength. Insights via @CME Group: https://www.cmegroup.com/openmarkets/…

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Masters Week: Jack and German POWs (BFTP)

Posted on November 10, 2020 by macromon

BFTP: Blast From The Past Master’s Week in November. Whoa! My top three picks this week for total money won:  Dustin Johnson, Bryson DeChambeau, and Justin Thomas, with DJ taking home the Green Jacket. Originally Posted on April 8, 2013 … Continue reading →

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This Is How It’s Done

Posted on November 10, 2020 by macromon

MUST VIEW

Posted in Politics | Tagged , | 2 Comments

How to Tell the Difference Between ‘Cyclical’ Companies and ‘Secular’ Companies

Posted on November 5, 2020 by macromon

Cyclical companies are sensitive to economic cycles and their stocks outperform the market when the economy is doing well and underperform when the market is doing poorly. Secular companies generally underperform when the economy is strong and overperform when the … Continue reading →

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OMG!

Posted on November 3, 2020 by macromon
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It’s Showtime: GMM/Grace Election Prediction

Posted on November 2, 2020 by macromon

Corrections Correction posted at 8:41 PM PT, November 2 –  Our original post earlier this evening assigned too many EC votes to Michigan, 26 instead of the correct 16.  We have now corrected the mistake and made the appropriate edits. … Continue reading →

Posted in Politics | Tagged , | 5 Comments

QOTD: Get Busy Living Or Get Busy Dying

Posted on November 1, 2020 by macromon

QOTD – Quote of the Day Hat Tip: @NickJMcCullum Go to 2:55 minutes in for the money quote.

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What happened at the Chinese Communist Party’s major policy meeting, the fifth plenum?

Posted on November 1, 2020 by macromon

The fifth plenum, China’s major policy meeting, took place behind closed doors in Beijing from October 26-29, 2020. The 200-member strong Central Committee, the top decision-making body of the ruling party, delivered a work report, a draft five-year plan and … Continue reading →

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S&P500’s Trick Or Treat?

Posted on October 30, 2020 by macromon

S&P futures are getting schmoked at 11:38 pm PT, down almost 70 points, and approaching the 3200 critical support level.   The futures could bounce there, or before there, but we seriously doubt it holds.  The S&P will move into correction … Continue reading →

Posted in Coach C, Equities | Tagged | 1 Comment

Happy Halloween

Posted on October 29, 2020 by macromon

If you’ve been following GMM, you know my house burnt down a few weeks ago in the endless series of California wildfires.  See our posts,  California Burning 4.0  and Living Like A Climate Refugee. Jack Makes Its After finally getting back on … Continue reading →

Posted in Environment | Tagged | 2 Comments