Author Archives: macromon

Doji City At The 200-day

Total indecision in the S&P 500 price action at the 200-day moving average. Very similar to past short-term peaks but if it were that easy,  we’d all be eating caviar on our yachts. Impressive that market doesn’t break.  No sellers. … Continue reading

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Millennials Rising, Market Risk Increasing

Righteous! Check out today’s cover of the Economist.   It confirms our ongoing analysis and illustrates why you should read the Global Macro Monitor, folks. It’s been almost exactly one year to the date since we posted,  Karl, The Comeback Kid?  We warned … Continue reading

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Heartbreaking: Get Off Your Knees —> Action

Exactly one year ago, to the minute at around 7am, I sent two kids to school. Only my son Jesse came home. Jaime was murdered in school. I am forever haunted by my memory of that morning, rushing my kids … Continue reading

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Das ist nicht gut!

Good Morning from #Germany which may already entered recession. Catastrophic fall in industrial production in Q4 — after neg GDP growth in Q3—has raised fears that Germany is in technical recession. Fed Stat Office will publish 1st estimate. Would be … Continue reading

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QOTD: George Soros

Most of us assume the future will more or less resemble the present, but this is not necessarily so. In a long and eventful life, I have witnessed many periods of what I call radical disequilibrium. We are living in … Continue reading

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The Caravan On The Move Again

https://twitter.com/texas_dexter/status/1095501063850024960?s=12  

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China’s Pushback In Trade Talks Over Sovereignty

Bingo! Note our comment from an earlier post this evening, Seriously, folks,  do you really think the Middle Kingdom, with all its history and past glory, after climbing back to global superpower status, is now going to cave and give … Continue reading

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QOTD: Three Kinds Of People

There are three kinds of people: the haves, the have-nots, and the have-not-paid-for-what-they-haves.  – Earl Wilson QOTD = Quote of the Day

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SOTD: Magnificent

Fantastic vid.  Love that U2 twang! SOTD = Song of the Day

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S&P500 Key Levels

The S&P closed right at or just a smidgen above its 200-day moving average.   The market rally based on a government shutdown deal?  Come on, man! Another government shutdown wasn’t priced, so why should stocks move on a deal? We … Continue reading

Posted in Equities, Trade War, Trades, Uncategorized | Tagged , | 8 Comments