Author Archives: macromon

Sector ETF Performance – March 1

Posted on March 2, 2019 by macromon
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BTFD Liveth

Posted on March 1, 2019 by macromon

https://twitter.com/occupywisdom/status/1099537165946683393?s=12

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Today In Baseball History

Posted on March 1, 2019 by macromon

Miss #7.  The original “Natural.” 50 Years Ago Today: New York #Yankees legend Mickey Mantle officially announces his retirement from baseball. ~ "I can’t play anymore. I don’t hit the ball when I need to, I can’t steal when I … Continue reading →

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Ten Plus Great Weekend Reads – March 1

Posted on March 1, 2019 by macromon

February In Review – Global Macro Monitor U.S. Economy Grew Faster Than Expected at the End of 2018 – Fortune The Global Economy May Have Bottomed Out Already, Goldman Says – Bloomberg S&P500’s Five Hottest First Two Months Since 1950 – … Continue reading →

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February In Review

Posted on February 28, 2019 by macromon

Summary EM x/ Turkey & India bond yields lower U.S. 10-year yield up 9 bps on the month U.S. 10 minus 2-year spread 5 bps steeper U.S. credit spreads in big Euro periphery x/ Italy tighter on the month EM … Continue reading →

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S&P500’s Five Hottest First Two Months Since 1950

Posted on February 28, 2019 by macromon

The final trade is in for February and the S&P500 is up 11.07 percent in the first two months of the year.  It is the fourth strongest start for the S&P since 1950. The table shows that such strong Jan/Feb … Continue reading →

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QOTD: Free Trade, Please…

Posted on February 28, 2019 by macromon

  The only policy that left- and right-wing populists can agree on to address economic decline is trade protectionism, which will make the world poorer.  A new type of populism that puts more trust in local communities may well have … Continue reading →

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BFTP: Pass The NorKo, My Back Aches

Posted on February 28, 2019 by macromon

BFTP = Blast From The Past   As POTUS travels back to the States after his meeting with the North Korean leader, we are reposting a piece we wrote last April.  We were kind of lone rangers and took some … Continue reading →

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“Crowding Out” Caused The Q4 Stock Swoon

Posted on February 26, 2019 by macromon

In what we consider one of our best and most timely all-time posts, The Gathering Storm In The Treasury Market 2.0, a must-read tome on the structural changes taking place in the U.S. Treasury market, we warned at the end of last … Continue reading →

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TOTD: Baby GAAP

Posted on February 24, 2019 by macromon

Spent a few grand there myself!  Not on myself. Our moms shop at the GAAP pic.twitter.com/k7u34KgWIx — Amber Kanwar (@baystreetamber) February 24, 2019

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