Author Archives: macromon

WOTD: Trumpery

Posted on October 13, 2020 by macromon

WOTD:  Word for the Day You can’t make this stuff up. Trumpery.  Real word. Can the definition be more apropos to what we see and experience every day? Hat tip: Chris Cuomo

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QOTD: Only Buy Stocks That Go Up

Posted on October 12, 2020 by macromon

QOTD = Quote of the Day Will Rodgers was way ahead of his time.    His quote defines the group think of today’s marginal buyer with the qualification that stocks always go up.  Well, at least, most of the time … Continue reading →

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The Great Misread: Secular Lower Prices In Semiconductors

Posted on October 8, 2020 by macromon

Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices.  Semiconductors are … Continue reading →

Posted in Disinflaton, Semiconductor prices, Semiconductors | Tagged , , | 2 Comments

Meine Fox News: Senicide, The Final Solution?

Posted on October 6, 2020 by macromon

Good, God! We have been writing for ten years about the coming “Clash of Generations” but we never, ever, in our wildest imagination believed it would result in an “elderly are expendable” vibe.  Senicide.  The word “senicide” — meaning the … Continue reading →

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Epic Landslide And Blue Tsunami Coming

Posted on October 6, 2020 by macromon

You Heard It Here First We suspect a Blue 1980-ish outcome in the popular vote where Trump wins around 41 percent of the popular vote (close to where he is currently polling), which is about the same percentage as President … Continue reading →

Posted in Uncategorized | 2 Comments

Living Like A Climate Refugee

Posted on October 1, 2020 by macromon

Cue Tom Petty. Never thought I would live like a climate refugee but here I am again couch surfing trying to put together a Plan B as the family is staying at the Hyatt in another  city.  Four freaking straight … Continue reading →

Posted in Climate Change, Economics, Uncategorized | Tagged | 13 Comments

California Burning 4.0

Posted on September 28, 2020 by macromon

This is getting old. The following is a photo on the side the hill close to our house late Sunday night. Heard huge explosions of propane tanks exploding when I evacuated. Giving it 50/50 our house made it.  Had a … Continue reading →

Posted in Coach C | Tagged | 6 Comments

S&P500 Key Levels

Posted on September 26, 2020 by macromon

 

Posted in Uncategorized | 1 Comment

Understanding America’s Political Divide And Existential Crisis

Posted on September 26, 2020 by macromon

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 →

Posted in Politics, Populism | Tagged , | 1 Comment

S&P500 Key Levels

Posted on September 25, 2020 by macromon
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