Author Archives: macromon

S&P500 Key Levels

 

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Understanding America’s Political Divide And Existential Crisis

This a must view video, folks, if you really want to understand what ails and divides America politically, and why Trump’s base sticks with him. I had a great discussion today with Carol K., GMM’s crack stock picker about what … Continue reading

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S&P500 Key Levels

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QOTD: Soros on Market Volatility

QOTD:  Quote of the Day This quote is always in the back of my mind, especially when volatility kicks up in an overvalued and what has been a one-way market as the “newbie geniuses” begin to mock investing legends, such … Continue reading

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Art Cashin Is Pure Gold

When Art Cashin speaks, we listen.  He is the best in the business and such a great man.  If you are going to listen to any of the market pundits,  Art is your guy.   So great to see him back. … Continue reading

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Euro Banks: Dead Men Walking

These charts are hard to take.   Have you ever seen such dead money investments? Here’s to hoping that if Jamie Dimon becomes Secretary of Treasury in a Biden Administration — a huge stretch given the rising power of the Democratic … Continue reading

Posted in Banking, ECB | Tagged | 1 Comment

Industrial Output – The Winners and Losers

Summary Industrial Production (IP) rose for its fourth consecutive month after March and April’s sharp contraction (Chart 1) IP remains 7.6 percent below its December 2019 level (Chart 1) Durable Manufacturing output was up 0.7 percent in August, led by … Continue reading

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Life Is Unfair

“…there is always inequity in life. Some men are killed in a war and some men are wounded, and some men never leave the country, and some men are stationed in the Antarctic and some are stationed in San Francisco. … Continue reading

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The Taiwan Strait Getting Hot, Hot, Hot…2.0

China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg QuickTake (@QuickTake) September 21, 2020 We originally posted the following in … Continue reading

Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized | Tagged , , , | 1 Comment

What A “Blue Wave” Means To Markets

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