Author Archives: macromon

Our Favorite Chart: Core CPI

Posted on September 12, 2019 by macromon

“Inflation is taxation without legislation” – Milton Friedman How’s that deflation meme working for you? Core CPI’s Cup and Handle Pattern  Back in the day, I would be buying that chart hand over fist if it were a stock, bond, … Continue reading →

Posted in Inflation/Deflation, Uncategorized | Tagged | 3 Comments

Roll back: The Verb China Is Looking For

Posted on September 12, 2019 by macromon

Roll back is the verb China is looking for. Mr. Market is all lathered up this morning on the following report, Source: @FerroTV Not so fast. A senior White House official said the U.S. is “absolutely not” considering an interim … Continue reading →

Posted in China, Trade War, Uncategorized | Tagged | 4 Comments

My 9/11 Story — The Day History Changed

Posted on September 10, 2019 by macromon

Repost Posted on September 11, 2018 It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding.  He was planning to marry his sweetheart on … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | 1 Comment

Household Leverage Ratios By Wealth Distribution

Posted on September 10, 2019 by macromon

We are just starting play with the wealth distribution data and will have much more coming your way.  What we have seen so far is shocking. The distribution of wealth has deteriorated significantly over the past 20 years and is … Continue reading →

Posted in Uncategorized | 27 Comments

Tariff Nation

Posted on September 10, 2019 by macromon

“I hereby order Fed Chairman Jerome Powell to cut interest rates to fix this chart, which is responsible for tanking the global economy”  — Tariff Boy Source:  Stratfor

Posted in Uncategorized | 4 Comments

The internet’s second revolution | The Economist

Posted on September 9, 2019 by macromon

The second half of humanity is joining the internet. People in countries like India will change the internet, and it will change them. Read more from The Economist here: https://econ.st/2zVWeQQ Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy

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QOTD: The IHOP POTUS

Posted on September 9, 2019 by macromon

QOTD = Quote of the Day For better and for worse, Mr. Trump is a chronic waffler. As such, the American public would do well to stay vigilant about what his administration is up to — and not be shy … Continue reading →

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Gotta Love David Tepper!

Posted on September 8, 2019 by macromon

Just your average, normal, billionaire Master of the Universe hedge fund manager, and owner of the Carolina Panthers on opening day Sunday. He hasn’t changed one bit since the days when we first met him and has never forgotten his … Continue reading →

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Nature Beats Hollywood In Special Effects

Posted on September 6, 2019 by macromon

A view of Hurricane Dorian 🌪 from the coasts of Florida. pic.twitter.com/1CgHofJ2LG — Physics-astronomy.org (@OrgPhysics) September 6, 2019

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What to expect from the August jobs report

Posted on September 5, 2019 by macromon

About that 75 bps Fed cut in September….

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