Monthly Archives: January 2021

Hedge Fund Shorts Get Crushed

Posted on January 27, 2021 by macromon
Posted in Equities | Tagged , | 2 Comments

NorCal Women Rising [To Power]

Posted on January 26, 2021 by macromon

Sen. Patrick Leahy (D-Vt.), who is set to preside over the impeachment trial of former President Trump, was taken to the hospital Tuesday, his office said in a statement.  Leahy, 80, “was not feeling well” in his Capitol office and examined by the … Continue reading →

Posted in Politics | Tagged , | Leave a comment

Is Peak COVID In?

Posted on January 24, 2021 by macromon

We think so.  The daily new case curves are turning down and though the death curve will lag for a few weeks, it will also start to turn down soon. Thank, God, we can see the light at the end … Continue reading →

Posted in Coronavirus | Tagged | 6 Comments

The Trail of Two GOATs

Posted on January 22, 2021 by macromon

h/t Carol K. The following video was really touching and reveals the divergent path of the two GOATs.  Can there be two GOATs?  See the tables below. One, facing retirement, seems to be dealing with the reality by playing catch … Continue reading →

Posted in Sports | Tagged , , | Leave a comment

Henry “The Hammer” Aaron, R.I.P.

Posted on January 22, 2021 by macromon

@Carol_6890 @ThinkInTheMorn The Hammer had a layover in L.A. on his way to Tokyo for this HR contest. He asked the Dodgers if he could take BP at the Stadium. I threw one of baseball's "greatest" batting practice that day. … Continue reading →

Posted in Sports | Tagged , | 1 Comment

Presidential Stock Market Returns

Posted on January 22, 2021 by macromon

Comparative presidential stock market returns are  always interesting and makes for good political fodder but pretty meaningless.  I am not arguing policies don’t matter but the initial conditions or valuation when a president takes office has, in the past, seemed … Continue reading →

Posted in Politics | Leave a comment

The Best MLK Weekend Of All-Time

Posted on January 15, 2021 by macromon

We are reposting this for the holiday and in honor of Dr. King, one of our greatest Americans, a patriot, and a true saint. I exchanged emails with Reverend Senator-elect Raphael Warnock after posting it. Originally Posted on January 21, 2019 … Continue reading →

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

Comfortably Numb: Are We There Yet?

Posted on January 15, 2021 by macromon

Markets certainly are. OKJust a little pinprickThere’ll be no more aaaaaaaah!But you may feel a little sick – Pink Floyd Hard to say what the pinprick will be.  My bet is higher inflation and higher interest rates.    On the … Continue reading →

Posted in Equities, Uncategorized | Tagged | 2 Comments

Peak Euphoria & Bat Shit Crazy Markets

Posted on January 13, 2021 by macromon

  [t]here is no denying that there’s been a shift in market structure over the past few years. Whether it be in the proliferation of free trading platforms, the rise in market share of passive investment strategies, or the ease … Continue reading →

Posted in Uncategorized | 1 Comment

My Two Most Enduring Memories of Tommy Lasorda

Posted on January 12, 2021 by macromon

I have to share with you two of my favorite and most enduring  memories of Tommy Lasorda, who passed last week.  In earlier posts, I have written about my Walter Mitty life growing up in L.A. as a kid working … Continue reading →

Posted in Sports | Tagged , | 2 Comments