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Author Archives: macromon
QOTD: War And Truth
QOTD – Quote of the Day In war, truth is the first casualty. – Aeschylus
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U.S. Troop Levels In Iraq
Great graphic from Stratfor, who, BTW, is running a great subscription deal. You’re gonna need some good geopolitical analysis in 2020. That we can be certain. See here. It seems like Mr. Market is the only one who didn’t see … Continue reading
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U.S. Trade Deficit Shrinking And It’s All China
JANUARY 7, 2020 — The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $43.1 billion in November, down $3.9 billion from $46.9 billion in October, revised November exports … Continue reading
COTD: China’s Social Credit Score System
COTD: Chart of the Day Background: The Social Credit System (Chinese: 社会信用体系; pinyin: shèhuì xìnyòng tǐxì) is a national reputation system being developed by the Chinese government. The program initiated regional trials in 2009, before launching a national pilot with eight credit scoring firms in 2014. In 2018, these … Continue reading
Stock Market Returns And Presidents – Beware Of Averaging
We have warned about looking at averages (see here), especially with such skewed distributions and how a couple outliers can greatly distort this most common statistical metric. Real Life Macro Economy Example: 2019 Q1: Average U.S. Household Wealth = $803.3K … Continue reading
If War Comes, It Won’t Be Your Father’s War
Just a heads up and reminder, folks. Do some homework. SAN JOSE, Calif. (AP) — Security researcher Brian Wallace was on the trail of hackers who had snatched a California university’s housing files when he stumbled into a larger nightmare: … Continue reading
U.S. Manufacturing ISM At 10-year Low
December PMI registered 47.2 percent, a decrease of 0.9 percentage point from the November reading of 48.1 percent, the lowest reading since June 2009’s 46.3 percent. New Orders Index came in at 46.8 percent, a decrease of 0.4 percentage points … Continue reading
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The August 1914 Question…
Growing complicated entanglement (even in Venezuela) and an increasingly isolated America. Geopolitical toxic cocktail. We are upping our concern slightly for the country’s power grid as Tehran may, though unlikely, now have the ability to turn out the lights in … Continue reading
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Creative Destruction 3.0 Meets Roaring ’20s 2.0
Creative destruction refers to the incessant product and process innovation mechanism by which new production units replace outdated ones. It was coined by Joseph Schumpeter (1942), who considered it ‘the essential fact about capitalism’. The process of Schumpeterian creative destruction … Continue reading
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Tagged Bankruptcy, Camera, Eastman Kodak, Film
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Global Macro Monitor 