Monthly Archives: February 2023

Game On: The AI Race Enters Second Lap

We are reposting a quote that has stayed near and dear to us for the past three years.  QOTD: Artificial Intelligentsia Originally Posted on March 7, 2019 by macromon QOTD = Quote of the Day Whoever becomes the leader in this sphere [A.I.] … Continue reading

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Global Risk Monitor: Week In Review – February 3

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Monetary Levels Matter

We hear a lot of chatter these days about how the money supply, as defined by M2, is now contracting at an unprecedented rate.  We don’t put much stock in the monetary aggregates as the functional term, and variable “money” … Continue reading

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S&P 500 Breaks Out

All kinds of technical reasons to be bullish.  As we noted Friday, watch for a break out above the 4100.96, the December high, and the top of the trading range. .  The index traded almost to its key .50 fib … Continue reading

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QOTD: Get Freaking Real [Estate]

QOTD = Quote of the Day Oh, dear!  I wonder if the FOMC is looking at the deflationary bust in virtual real estate?  Will Jay Powell mention it in his presser today? Do you think real estate in the metaverse … Continue reading

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