Author Archives: macromon

Venezuela: Failed Petrostate & The Roosevelt Corollary

Posted on February 12, 2019 by macromon

Interesting piece in The Hill yesterday on Venezuela by former U.S. Senator Judd Gregg, Venezuela, the Monroe Doctrine and the Roosevelt Corollary.   A must read for those interested in all things Vennie. He refers to the Roosevelt Corollary to the Monroe … Continue reading →

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Paul Tudor Jones Likes U.S. Stocks & Dollar

Posted on February 11, 2019 by macromon

Great interview with Hall of Famer, Paul Tudor Jones (PTJ ), who has always been our fave, and even more so with what he is doing with JUST Capital.   See here for the top-ranked most JUST companies. PTJ likes U.S. stocks … Continue reading →

Posted in Uncategorized, Whales | Tagged | 2 Comments

Dollar On The Launchpad

Posted on February 11, 2019 by macromon

To the moon, Alice! – Jackie Gleason, The Honeymooners In our New Year’s Day Year In Review post, we doubted the market’s conventional wisdom the dollar would weaken throughout the coming year.  Not emphatically,  but we doubted, The dollar index … Continue reading →

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The Fed And Mr. Market

Posted on February 11, 2019 by macromon

Dangling interest rate cuts and QE or is that strawberry a China trade deal?  The whining makes it seem even more real. Wait!  Is that Kramer? What is encouraging you to keep going? A strawberry? 🤣🍓 pic.twitter.com/J7iTDPsYkn — China News … Continue reading →

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Week In Review – February 8

Posted on February 10, 2019 by macromon

Summary The S&P kissed its 200-day then reversed bringing most risk markets down with it. Now, analysts are “retrofitting” their fundamental view to downside price action.   Nice skate save on Friday Go no further than local bond markets to confirm … Continue reading →

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Feeling Rejected?

Posted on February 9, 2019 by macromon

This is rejection.  Freaking stunning. uhh wtf? pic.twitter.com/SqxXFnM0Pi — Ryan Hodge (@RyanHodge) February 10, 2019

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California über alles!

Posted on February 9, 2019 by macromon
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Sector ETF Performance – February 8

Posted on February 9, 2019 by macromon
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Global Risk Monitor – February 8

Posted on February 9, 2019 by macromon
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BFTP: Call Me Comrade!

Posted on February 8, 2019 by macromon

BFTP = Blast From The Past Does it ever change? We were going through some old posts this morning and came across this pearl from over eight years ago.   Charges of socialism were also polluting the political environment back then … Continue reading →

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