Author Archives: macromon

Remembering The Sacrifice Of The Fallen On Memorial Day: A Harry Smith Essay

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CK-GMM Large Cap Portfolio Performance

Over the past few weeks, we have been negotiating with our friend and Alpha Female stockpicker, Carol K.. to come aboard and partner with Global Macro Monitor (GMM).  She made her debut on GMM this past Thursday with her very … Continue reading

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Going To Be A Slow August In Rhodes

Even though, Europe accounts for 50% of the global tourism market in terms of arrivals and has been particularly hard hit by the restrictions. Normally crowded cities such as Venice, Rome, Paris and Barcelona have stood empty. The EU currently has recommendations … Continue reading

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Mall Rats Jumping Ship

Yikes!  See how Carol nailed this in her piece in yesterday’s post, Back To Class: REITs 101. We may have discovered a superstar. Mall landlords received just a quarter of expected April rent payments. https://t.co/7kWbEBxO9L pic.twitter.com/fB4s4zHYSJ — Lisa Abramowicz (@lisaabramowicz1) May … Continue reading

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Back To Class: REITs 101

In our May 11th post, GDP Now Q2 Estimate At -34.90 Percent, So What Now? we mentioned our discovery of an incredible stock picker with a portfolio that has significantly outperformed the S&P in an upmarket and even during the … Continue reading

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COTD: The REIT Beat

COTD: Chart of the Day Interesting chart of the relative performance of the various  REIT sectors.  Our wild ass guess (WAG) is that commercial is still a sell. We think the COVID crisis will be remembered, among other things, as … Continue reading

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GPS: The Battle Over Reopening – MUST VIEW

Empathy – the psychological identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another. – Dictionary.com Maybe once every few years we read, hear or see something that is so profound it shakes our intellectual foundation to … Continue reading

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QOTD: Walt Whitman

QOTD: Quote of the Day Happiness, not in another place but this place… not for another hour but this hour – Walt Whitman, “A Song for Occupations,” Leaves of Grass

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Battle OF The Fibos & The Negative Yield Wall

Fibonacci retracement levels are horizontal lines that indicate where support and resistance are likely to occur. They are based on Fibonacci numbers. Each level is associated with a percentage. The percentage is how much of a prior move the price … Continue reading

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QOTD: Stan Druckenmiller All Beared Up

QOTD: Quote of the Day Hedge fund legend, Stanley Druckenmiller, is all beared up saying the risk-reward for equities is the worst he’s seen in his career, and he has been around the block more than a few times.  He does … Continue reading

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