Author Archives: macromon

Masters Week: Jack and German POWs (BFTP)

BFTP: Blast From The Past Originally Posted on April 8, 2013 Answer to yesterday’s Masters quiz question: Anthony Kim posted 11 birdies in the second round of the 2009 Masters. German WWII POWs Here’s some more 19th hole fodder to … Continue reading

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

Global Risk Monitor: Weekly Update – April 11

The United States’ current tariff regime reveals not a strategic plan but an erratic response to market volatility, suggesting a governing philosophy resembling reactive day trading more closely than structured economic policymaking. As the week’s developments show, the absence of … Continue reading

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

COTD: Chinese Imports

Posted in Uncategorized | Leave a comment

Howard Marks on Free Trade

Must view, Folks.

Posted in Uncategorized | Leave a comment

Global Risk Monitor 2.0: Week In Review – April 4

Our earlier GRM post mistakenly included data tables from the week of March 28th.  Here are the up-to-date April 4th tables.  The U.S. Administration’s tariff policy represents a critical policy error that has upended financial markets and raised the specter … Continue reading

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

Breaking News: Making America Great!

Meanwhile on Saturday — as traders and executives across Wall Street and corporate America were still reeling from the market mayhem — White House aides issued an announcement: Trump had won the second round of the Senior Golf Championship at … Continue reading

Posted in Uncategorized | 4 Comments

S&P500 Key Levels – April 3

The S&P 500 closed on its 5400 support level, which will not hold. The first key Fibonacci level of the current bull market, which began in October 2022, has been taken out, and the .618 at 5132.90 (4.89 percent lower) … Continue reading

Posted in Uncategorized | Leave a comment

’Toon of the Day: “Liberation Day” Cometh

Posted in Uncategorized | 1 Comment

S&P 500 Key Levels – March 31

After a few days above, the S&P 500 has broken below its 200-day moving average, and a retest of the recent low at 5504 now appears inevitable. We are skeptical that this level will hold, with next critical support near … Continue reading

Posted in Uncategorized | 1 Comment

Global Risk Monitor: Week in Review – March 28

Key Observations: New Tariff Impact: Trump announced a sweeping 25% tariff on all non-U.S.-made automobiles, sharply impacting global equity markets and especially hurting export-reliant sectors like autos in Europe and Japan. S&P 500 Breaks Technical Support: The S&P 500 has … Continue reading

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