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Author Archives: macromon
QOTD: Fake Rich People
QOTD – Quote of the Day A recent report byEmpower, a major financial services company based in Colorado, found that 24 percent of Gen Zers experience intense pressure to display material wealth on social media, even as 41 percent of … Continue reading
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The $10 Trillion Bet: AI Capex Is Now the Macro Story
A new Wall Street Journal piece by Konrad Putzier and Justin Lahart (“The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History,” Sept. 23) puts hard numbers on what our website has been flagging for a while: the … Continue reading
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Tagged AI, Artificial Intelligence, finance, Investing, Technology
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My 9/11 Story, 25 Years On
It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding. He was planning to marry his sweetheart on September 16, 2001, at St. John’s … Continue reading
Global Bonds Are Sending a Memo — Are Stocks Listening?
Global sovereign bond yields just hit their highest level in nearly two decades. A Bloomberg gauge of global bonds climbed to 3.72% on Monday, the highest since mid-2008, marking a fourth straight session of increases. Ten-year Japanese government notes touched … Continue reading
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For Pete’s Sake! $40 trillion?
This should sound familiar to the long-term Global Macro Monitor readers. It is beginning. Why do we have this gut feeling Japan and France will be the [next ] countries of focus… GMM, circa 2012
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RIP Tommy John, My Friend from the Bullpen
Tommy John died Saturday at his home in Bradenton, Florida. He was 83. The record books will note that he won 288 games across 26 seasons, that he made four All Star teams, that he is one of only two … Continue reading
