Author Archives: macromon

Germany The Winner In COVID Economic Management

Posted on July 27, 2020 by macromon

Morgan Stanley’s Ruchir Sharma joins Fareed to grade countries around the world on their responses to Covid-19 and their economic resiliency to the crisis. Source: CNN Click here to view video

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Saintly…

Posted on July 27, 2020 by macromon

Wintley Phipps performs an emotional rendition of Amazing Grace at a ceremony honoring the life and legacy of civil rights icon and Congressman John Lewis in the U.S. Capitol Rotunda. pic.twitter.com/NXELdGSANs — CBS Evening News (@CBSEveningNews) July 27, 2020

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QOTD In Context: Gold, Baby!

Posted on July 25, 2020 by macromon

QOTD: Quote of the Day  The stakes are high. Failure will mean the age of free money eventually comes at a staggering price. – Economist, July 25, 2020                    July 25th Economist,  … Continue reading →

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Baseball’s Back…Kinda

Posted on July 25, 2020 by macromon

“Strikeouts are boring, besides that they’re fascist.  Throw some ground balls, it’s more democratic.” – Crash Davis (movie version) Baseball is back. And it looks a lot different.   GMM celebrates its return with one of the greatest scenes from the … Continue reading →

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Vertical Farming – FT

Posted on July 24, 2020 by macromon

By 2050 it’s estimated there’ll be over 6.5 billion people living in urban spaces, and vertical farming could play a growing role in feeding them. The farms use far less space, water, and transport than traditional methods of farming, although … Continue reading →

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Long French Bulldogs/Short Yorkshire Terries

Posted on July 24, 2020 by macromon

Great article to destress on a summer Friday by the always excellent Tracy Alloway of Bloomberg. Any ideas what’s driving the bubble in French Bulldogs?

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US Facing Mounting Debt Amid Global Pandemic – ABC

Posted on July 21, 2020 by macromon

Good interview with Professor Barry Eichengreen of UC Berkeley, a good friend of GMM, and odds on favorite to be a Nobel laureate one day.   We agree with him that now is not the time to worry about the public … Continue reading →

Posted in Debt, Monetary Policy, Uncategorized | Tagged , | 1 Comment

Context and Stock Valuations

Posted on July 20, 2020 by macromon

The S&P500 Index ETF (SPY) closed up 0.79 percent today while the equal-weighted  S&P500 Index ETF (RSP) was down 0.53 percent.  Based on the closing prices of both ETFs from Yahoo Finance,  SPY is now up 1.80 percent year-to-date versus … Continue reading →

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Sweden Pays Price For Not Locking Down

Posted on July 20, 2020 by macromon

“There is no pain-free solution to living with COVID-19” Lots of B.S. out there about how “Sweden did it right.”  Take a few minutes and watch the following video. We have always maintained, from day one,  that to lock down … Continue reading →

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Two Stocks To Watch After Monday’s Long Red Candlesticks

Posted on July 19, 2020 by macromon

Here are the two stocks we are watching after last Monday’s big reversals and long red candlesticks.  Tesla (TSLA) and Netflix (NFLX) have been the highest fliers in the bull market. Both are bellwethers of the 11-year old bull market … Continue reading →

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