Monthly Archives: October 2021

Black Monday, 1987: Inside The U.S. Treasury

#CKStrong Originally Posted October 19, 2020 By Liam McPherson The following exchange took place between President Reagan and reporters after the market close on Black Monday, October 19, 1987.  Leaving to visit the First Lady in the hospital, President Reagan … Continue reading

Posted in Equities, Equity | Tagged , | 21 Comments

Hot Retail Sales Not Supply Chain Positive

#CKStrong The market view on Carol K. is starting to consolidate that she just may become is the GOAT of Comeback Kids. What a fighter!  Do you believe in miracles?  Go Neutrophils! Summary – The market narrative explaining the breakdown in … Continue reading

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Auto Chip Shortage Causing An INSANE Black-Market

#CKStrong Wow, it’s starting to feel like the old days of exchanging currency on the black market in the men’s bathroom at the Rio de Janeiro airport.  “The current black market price of a Bosch ESP chip (brake control system) … Continue reading

Posted in Manufacturing, Semiconductor prices, Semiconductors | 1 Comment

5G Marketing Outpaces Service Reality

#CKStrong The low 5G usage numbers in the one-minute video will surprise.  Has the market mispriced them, either over or under?  In telecommunications, 5G is the fifth-generation technology standard for broadband cellular networks, which cellular phone companies began deploying worldwide in 2019, and is the … Continue reading

Posted in Uncategorized | 2 Comments

Are “Woke” Central Bankers Transitory?

#CKStrong   Bullish on CK,  ANC > 1100! Can anyone spot which Age was transitory? Woke Central Bankers  “We have a generation of central bankers who are defining themselves by their wokeness,” Summers, who is now a professor at Harvard University, … Continue reading

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Can You Tell The Difference Between AI And A Human?

#CKStrong How do you know if Carol K. or myself are not ChatBots? The [pandemic] crisis accelerated the adoption of analytics and AI, and this momentum will continue into the 2020s, surveys show. Fifty-two percent of companies accelerated their AI … Continue reading

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Semiconductor On Wheels

#CKStrong Source: Bloomberg

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Demand Surge Gumming Up Global Ports

#CKStrong The “surge in demand” is congesting the global container ports. That is, it’s a primarily (though not all, and getting less so by the day, at the micro level) an excess demand issue creating the shortage economy. Some $10.4trn … Continue reading

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The Taiwan Strait Getting Hot, Hot, Hot, Hotter…3.0

#CKStrong We are reposting a repost of a piece we did last September.  Our sense is Mr. Xi is testing and doing the calculus if the U.S.is willing to fight WWIII over Taiwan.  Taiwan and U.S. officials have expressed alarm … Continue reading

Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized | Tagged , , , | Leave a comment

October Surprise

#CKStrong A nice little factoid to impress at a cocktail or…err…Cannabis party as we usher in the new quarter. October is here, and in the Northern Hemisphere, that often means the days are flush with falling leaves, chilling weather, and … Continue reading

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