Monthly Archives: October 2021

TSMC’s $100 Billion Plan To Fix The Chip Shortage

Posted on October 26, 2021 by macromon

#CKStrong Must view, folks. “Real men have fabs”

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The U.S. Budget Deficit

Posted on October 25, 2021 by macromon

#CKStrong The U.S. Treasury findly released their monthly statement on Friday, which closed the books on the government’s 2021 fiscal year (October to September).  The deficit came in at $2.8 trillion (12.0 percent of GDP, based on our Q3 GDP … Continue reading →

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The Neuroscience Of Branding – Big Think

Posted on October 24, 2021 by macromon

#CKStrong   Ready to breach the 1300 ANC level.  You go, girl!  Fascinating stuff!  “Powerful branding can not only change how you feel about a company, it can actually change how your brain is wired. “We love to think of ourselves … Continue reading →

Posted in Apple | Tagged , , , , | 1 Comment

How Container Shipping Works

Posted on October 21, 2021 by macromon

#CKStrong

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What Are Bond Yields & Breakevens Telling Us?

Posted on October 20, 2021 by macromon

#CKStrong    Carol K.’s ANC broke above 1200 today.  Absolute Neutrophil Count (ANC ) measures a type of white blood cell that kill and digest bacteria and fungi to help the body fight infections and heal wounds. At a time … Continue reading →

Posted in Fiscal Cliff Monitor, Fiscal Policy, Interest Rates, Monetary Policy, Uncategorized | Leave a comment

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

Posted on October 18, 2021 by macromon

#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

Posted on October 18, 2021 by macromon

#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

Posted on October 17, 2021 by macromon

#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

Posted on October 14, 2021 by macromon

#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 →

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Are “Woke” Central Bankers Transitory?

Posted on October 14, 2021 by macromon

#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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