Author Archives: macromon

Exponential Growth 201

Posted on April 3, 2020 by macromon

Here is a another lesson on exponential growth and a warning to states who are lulled into complacency with their relative low case rates. Reported US coronavirus deaths via @CNN: 4 weeks ago: 12 deaths3 weeks ago: 41 deaths2 weeks … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged | 1 Comment

Europe’s Catastrophic Services PMIs

Posted on April 3, 2020 by macromon

Disaster, not unexpected but worse than expected. Wow! Look at the collapse in Italy’s Services PMI. Services PMIs including final readings in Germany and France. Forget about regressions and everything you've learned at school. pic.twitter.com/srrYFd4JfB — Frederik Ducrozet (@fwred) April … Continue reading →

Posted in PMIs, Uncategorized | Tagged | 3 Comments

QOTD: Larry Kudlow

Posted on March 31, 2020 by macromon

QOTD:  Quote of the Day Speaking of spitballers: Surely even the bro-iest day trader still watching CNBC has noticed that White House economics adviser Larry Kudlow couldn’t pass a midterm math exam if you gave him the answer key.  Imagine … Continue reading →

Posted in Quote of the Day, Uncategorized | Tagged , | Leave a comment

A Long Way Down To Value

Posted on March 31, 2020 by macromon

Summary The stock market has completed the first phase of a bear market with a rapid and sharp Q1 sell-off caused by massive deleveraging Stocks still need to deal with its valuation problem as well as discounting the long-term financial … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 21 Comments

Tips For Surviving Social Distancing – MIT

Posted on March 30, 2020 by macromon
Posted in Uncategorized | Leave a comment

Florida Should Quarantine Itself

Posted on March 28, 2020 by macromon

After leaving Florida’s beaches open for spring break and allowing the Covidiots to return home throughout the country to infect countless others, Governor DeSantis is still exhibiting a colossal failure of leadership.  The third Tweet is a perfect example of … Continue reading →

Posted in Uncategorized | 1 Comment

The Rhyme Of History

Posted on March 25, 2020 by macromon

Flashback from the 1918 Spanish Kansas Flu. “‘Give Us Beds, Bedding’ is the Plea of Flu Hospital” — Oakland Tribune, Oct. 1918 pic.twitter.com/Aub3hoKVGt — Mohamad Bazzi (@BazziNYU) March 26, 2020

Posted in Uncategorized | Leave a comment

Nobody Saw It Coming. Not!

Posted on March 25, 2020 by macromon

Well, not until 2016, The NSC devised the guide — officially called the Playbook for Early Response to High-Consequence Emerging Infectious Disease Threats and Biological Incidents, but known colloquially as “the pandemic playbook” — across 2016. The project was driven … Continue reading →

Posted in Uncategorized | Leave a comment

Rosie The Riveter 2020

Posted on March 24, 2020 by macromon

America stepping up.   Go Rosie 2020! Rosie the Riveter was the star of a campaign aimed at recruiting female workers for defense industries during World War II, and she became perhaps the most iconic image of working women.  – History … Continue reading →

Posted in Coronavirus, Politics, Uncategorized | Tagged | Leave a comment

The Falcon Cannot Hear The Falconer

Posted on March 24, 2020 by macromon

Turning and turning in the widening gyre    The falcon cannot hear the falconer; Things fall apart; the centre cannot hold; Mere anarchy is loosed upon the world, The blood-dimmed tide is loosed, and everywhere The ceremony of innocence is … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | Leave a comment