Monthly Archives: March 2023

Where Not To Have A National Bank Run

Posted on March 29, 2023 by macromon

Stare, or should we say, “glare” at the following chart from the 2022 Swiss National Bank (SNB) Financial Stability Report, then you decide.   The chart is an update from an earlier post, which included an outdated version.  The SNB also … Continue reading →

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The End Of Cheap Chinese Labor | PolyMatter

Posted on March 28, 2023 by macromon

Excellent video on China’s demographic bomb.  An outsized cerebral return on your 15-minute investment. Must view, folks.

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QOTD: Bankers As [Oxy]Morons

Posted on March 26, 2023 by macromon

QOTD = Quote of the Day

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Global Risk Monitor: Week In Review – March 24

Posted on March 25, 2023 by macromon
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Nattie: One Fugly Widow Maker

Posted on March 24, 2023 by macromon

Traders apply the term widow maker to financial investments that cause catastrophic losses or are risky enough to do so…Another famous example of a widow maker trade occurred in natural gas futures, which professional traders have long considered widow makers because … Continue reading →

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Interest Payments On Treasury Debt Up 29% y/y

Posted on March 20, 2023 by macromon

Here is a follow-up on last week’s chart with some excellent granular detail.    Interest payments on the national debt during the current fiscal year (October to February) are up 29 percent y/y, one of the fastest-growing expenditure components of the … Continue reading →

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Age Of Easy Money | Frontline

Posted on March 19, 2023 by macromon

Must view, folks!

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Time To Fear The American Street 2.0

Posted on March 18, 2023 by macromon

Here’s a repost to keep on your radar, given the expected fireworks on Tuesday.  Getting long water canons and the National Guard. The question is which side does the National Guard side with in the Red States?  Will Biden have … Continue reading →

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Global Risk Monitor: Week In Review – March 17

Posted on March 18, 2023 by macromon

Tough week, especially for European banks and equities.  

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Happy St. Patrick’s (Maweyn Succat) Day!

Posted on March 17, 2023 by macromon

Blast From The Past (BFTP). For my late grandmother from Cork. Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in … Continue reading →

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