Author Archives: macromon

Just In Case You Think The Fed Has A Clue

This should dispel the notion. Can’t wait to hear the Chairman justify zero rate policy and deficit monetization with inflation roaring at > 5 percent. It would be entertaining, if it weren’t so damaging. Where To Inflation? Here’s a pretty … Continue reading

Posted in Uncategorized | 29 Comments

Common Sense Or Just Not Woke?

Love this kid and his refreshing dose of common sense in a world of panic buying and creation of “fake scarcity” with too much money driving asset prices, and now prices of goods and services.  Maybe he, like I, is … Continue reading

Posted in Uncategorized | 1 Comment

Masters Week: Jack and German POWs (BFTP)

BFTP: Blast From The Past Post Who would of thunk “Infrastructure Week” at Augusta meant hiring German WWII POWs to build bridges at Golf’s Mecca. My top three picks this week for total money won:  Jon Rahm, Jordan Speith, and … Continue reading

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Fed Heads Talking 4 Percent Inflation

Fed's Kashkari says he would not panic if he saw a 4% inflation rate-BBG — LongConvexity (@LONGCONVEXITY) April 8, 2021 The bond market might, however, assuming Kashkari’s  quote is true. We are reposting a piece, which we recieved tremendous pushback … Continue reading

Posted in Employment, Equities, Inflation/Deflation | Tagged , , , | 24 Comments

Getting Back Pre-COVID GDP Levels

Nice chart from Bloomberg. Chile’s almost there, baby! h/t CK The U.S. may be. If Q1 GDP grew at an annualized compounded rate of 10.2 percent (2.45 percent q/q), the U.S. economy will back to its pre-COVID end of quarter … Continue reading

Posted in Economics, Emerging Markets | 1 Comment

A Day In The Life Of Tim Cook

Posted in Uncategorized | 2 Comments

You Sure, Georgia?

“Poor Mexico [Georgia Republicans.]  So far from God and so close to the United States [MAGA.]”  ― Porfirio Diaz (paraphrased) The Georgia law will make it a misdemeanor crime to give food or drinks to voters waiting in long lines. … Continue reading

Posted in Politics, Uncategorized | Tagged , | 1 Comment

What’s The Probability Of This Event?

Incredible video. The Big Unit snares a seagull 20 years ago today. Take a guess on the empirical probabliity? Let’s do a calcuation based on these assumptions: Very few other occurances of a picther nailing a bird. Let’s assume three … Continue reading

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The Largest U.S. Cities by Population from 1790 to 2020

Interesting graphic.  Watch Detroit and L.A.’s sharp ascent starting in the 1920s, which illustrates the auto industry’s outsize impact on the urban demographics.   Also, San Francisco’s ascent during/after the Gold Rush in the 1850s.

Posted in Demographics | Tagged | Leave a comment

How AI Will Entertain Us

Must view videos, folks.  Stunningly entertaining.

Posted in AI, Uncategorized | Leave a comment