Author Archives: macromon

QOTD: Franklin and Winnie

Posted on March 2, 2025 by macromon

Winston Churchill once remarked on his attentive relationship with President Franklin D. Roosevelt by saying, “No lover ever studied every whim of his mistress as I did those of President Roosevelt.” No doubt Putin and Xi scrutinize the current POTUS … Continue reading →

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Gene Hackman Was One Badass

Posted on March 1, 2025 by macromon
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Global Risk Monitor: Week in Review – February 28

Posted on March 1, 2025 by macromon

The past week saw heightened market volatility, with the S&P 500 and Nasdaq declining due to fading AI momentum and a growth scare, while the Dow Jones outperformed.  The Atlanta Fed’s GDPNow model slashed Q1 GDP growth projections to -1.5%, … Continue reading →

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S&P 500 Levels – The Speed Wobble Cometh

Posted on February 26, 2025 by macromon

Watch these levels, folks. This one feels like it is ready for a deep correction. Market volatility can signal instability before a major downturn, just like a speed wobble on a bicycle or motorcycle—when the handlebars start shaking uncontrollably before … Continue reading →

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Who Is Friedrich Merz? | NY Times

Posted on February 24, 2025 by macromon
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Is It That Time?

Posted on February 24, 2025 by macromon
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Germany Swings Right

Posted on February 23, 2025 by macromon

Today’s German federal election has delivered a decisive yet complex verdict, with Friedrich Merz’s center-right Christian Democratic Union/Christian Social Union (CDU/CSU) securing a plurality of the vote at around 29%, as exit polls suggest. Meanwhile, the far-right Alternative for Germany … Continue reading →

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Buffett Building Big Buffer: Time to Buckle Up?

Posted on February 22, 2025 by macromon

Warren Buffett’s recent moves in the stock market signal a strong defensive posture, one that suggests a serious market correction may be on the horizon. Over the past several years, Berkshire Hathaway has been a net seller of equities, shedding … Continue reading →

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Global Risk Monitor: Week In Review – February 21

Posted on February 22, 2025 by macromon

Key Facts: The S&P 500 (-1.7%), Dow Jones (-2.51%), and Nasdaq (-2.51%) fell this week amid tariff concerns and weak economic data. The Russell 2000 (-3.71%) and Dow Transports (-3.45%) underperformed, reflecting slowing economic activity. Nvidia (+18%) gained on AI … Continue reading →

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German Economy In Crisis | DW

Posted on February 19, 2025 by macromon
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