Author Archives: macromon

Manufacturing Jobs Rocking In Craft Beer & Cupcake Production

Posted on August 27, 2020 by macromon

We had a little fun Twitter exchange yesterday with Scott Lincicome, a Senior Fellow at the Cato Institute, and Brent Orrell, Resident Fellow at the American Enterprise Institute. Of course. And as I already noted: the US is actually doing … Continue reading →

Posted in Employment | Tagged , , , | Leave a comment

Not Your Big Sister’s Economy & Stock Market Anymore

Posted on August 25, 2020 by macromon

Stunning transformation of the world’s largest stocks over the past decade-and-a-half. When normalized to global GDP it also illustrates the economic and market power of the largest stocks. The data in the below table show that the the top eight … Continue reading →

Posted in Apple, Equities, Uncategorized | Tagged | 1 Comment

Shorts Giving Up The Ghost

Posted on August 24, 2020 by macromon

Do you hear that?

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Apple’s Road To $2 Trillion

Posted on August 24, 2020 by macromon

Apple closed Friday with a stunning market capitalization of $2.127 trillion. Just for some context, the company is now worth more than every state’s GDP in the country with the exception of California ($3.1 trillion), and larger than all but … Continue reading →

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Black Swan Hunting

Posted on August 22, 2020 by macromon

While the macro boys at GMM are off hunting Black Swans,  I am making money to keep the lights on. – Carol K., GMM, August 11th Yes, Carol K is correct, and we thank her for keeping the lights on at … Continue reading →

Posted in Bonds, Budget Deficit, Coach C, Tail Risk | Tagged , , , | 4 Comments

What A Biden Victory Could Mean For America | The Economist

Posted on August 18, 2020 by macromon

Joe Biden currently stands a good chance of winning the presidency. He is a lifelong centrist but could turn out to be the most ambitious Democratic president in generations. Read more here: https://econ.st/31Ammy6 Find The Economist’s most recent coverage of … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 2 Comments

Manhattan Retail: The New, New Rust Belt

Posted on August 15, 2020 by macromon

We’re reposting our piece from November 2017 on the retail space in Manhattan along with a recent video Tweet we found today, which is un-fricking-believable.  The video is a bit dated but our ears on the ground say it’s still … Continue reading →

Posted in Economics, Uncategorized | Tagged , | 2 Comments

Welcome To The Everything Rally – FT

Posted on August 14, 2020 by macromon

Is it 2007, again?

Posted in Uncategorized | 16 Comments

World FUBAR, August 2020

Posted on August 14, 2020 by macromon

Source:  Economist 

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Shocked, Shocked To Find Inflation Going On Here

Posted on August 12, 2020 by macromon

The index for all items less food and energy rose 0.6 percent in July, its largest increase since January 1991.  The index for motor vehicle insurance increased sharply in July, as it did the previous month. The indexes for shelter, … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , , | 1 Comment