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Yearly Archives: 2023
Inflation Moderating, Core Still Hot, Hot, Hot
The inflation problem, we believe, is not so much about the price of money (interest rates) but the quantity of money. The problem with money is that we can’t define what money is in our high-tech and digital economy, much … Continue reading
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The “Boomer Rocks” 21st Century Dunk On The S&P
Wow! The data in the following table are so surprising it makes us think we made a mistake in our calculation. Please try and replicate the table and confirm our calculations. Gold has trounced the S&P500, both in price and … Continue reading
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There’s Gold In Them “Boomer Rocks”
Gold is approaching its all-time high (ATH) at 2,070ish after a nice breakout from a year-long Cup & Handle formation. The measured move upside target is around $2,350, but it must first break the ATH. Freakishly, gold is trading close … Continue reading
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Masters Week: WWII German POWs At Augusta, WTF?
BFTP: Blast From The Past This post is a favorite of GMM readers. Go Rory! Originally Posted on April 8, 2013 Answer to yesterday’s Masters quiz question: Anthony Kim posted 11 birdies in the second round of the 2009 Masters. … Continue reading
Global PMIs: Who’s Expanding, Who’s Contracting
The manufacturing purchasing managers’ indices (PMI) just dropped. The chart below illustrates which countries’ manufacturing sectors are expanding and which are contracting. The data are soft, derived from surveys, not hard numbers. Reading through the PMI reports, a recurring theme … Continue reading
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Global Macro Monitor 