Author Archives: macromon

Why The Millennials Feel The Bern

Posted on February 13, 2020 by macromon

The Global Macro Monitor has been writing about the Clash of Generations for years, and way before the headlines and data that are now starting to show up in the MSM.   See here. The fight taking place between the moderates … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 2 Comments

Low-Cost Universal Health Care With A Record Budget Surplus?

Posted on February 11, 2020 by macromon

How can it be?      See the full DW article here The following video on the German health care system is a must view, folks. Take the 10 minutes and watch. If not, study the charts. The German system … Continue reading →

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

Coronavirus: It’s The Second Derivative, Stupid!

Posted on February 4, 2020 by macromon

Double yikes.   Arrest this beast!  Please! On a business trip meeting with many firms with huge exposure to China.  Concern in their community definitely growing but still a bit clueless about the seriousness of the growing crisis.  I give … Continue reading →

Posted in China, Uncategorized | Tagged , | 1 Comment

The Global Supply & Demand Shock Of The Coronavirus

Posted on January 31, 2020 by macromon

Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame.  It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact … Continue reading →

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 29 Comments

Our Kafkaesque World Encapsulated In One Tweet/Video

Posted on January 31, 2020 by macromon

See here for a good primer on the term Kafkaesque. “So disorienting and illogical” Screening for guns but no screen if you’re packing at the state Capitol.   WTF? That’s less than a chip shot away from the logic of the … Continue reading →

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The Rise Of The China Market In All Things

Posted on January 29, 2020 by macromon

https://twitter.com/birdyword/status/1222751730003140608?s=21

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Tesla Is Off The Charts

Posted on January 29, 2020 by macromon

Tesla is gapping up 12% after hours after releasing earnings. We know several shorts who have been destroyed over the past six months.   The stock is up 270 percent from its June lows.  Rather stunning. This comes after the company … Continue reading →

Posted in Economics, Uncategorized | Tagged | 2 Comments

How The Coronavirus Affects The Body

Posted on January 28, 2020 by macromon

This is how the Wuhan coronavirus affects the body https://t.co/gv7ekedp6j pic.twitter.com/wT4nmt5eMd — CNN (@CNN) January 29, 2020

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Copper Flop

Posted on January 28, 2020 by macromon

If true, quite an impressive slump… This is nuts Copper has fallen for 10-straight days, the worst run since at least 1986!https://t.co/033iSKPJHm pic.twitter.com/DoYvTovIeG — Thomas Biesheuvel (@tbiesheuvel) January 28, 2020  

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iPhone Back To Positive Revenue Growth, Will The Stock Return To Fundamentals?

Posted on January 28, 2020 by macromon

Apple’s stock has been on a tear ever since the company’s quarterly year-on-year iPhone revenue growth went negative.  Of course, the market had anticipated it and sold-off prior to the hard data coming out.   As the following chart illustrates,  Apple’s … Continue reading →

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