Author Archives: macromon

What will be the biggest stories of 2019? | Economist

Posted on January 1, 2019 by macromon

Power suits, robotaxis, Leonardo da Vinci mania—just a few of the things to look out for in 2019. But what else will make our top ten stories for the year ahead? Click here to subscribe to The Economist on YouTube: … Continue reading →

Posted in Futurist, Uncategorized | Tagged , | Leave a comment

New Year’s Day

Posted on January 1, 2019 by macromon

Here’s a nifty tune to start 2019.  St. Bono looks like a baby… Although it is one of U2’s most well-known tunes, many fans don’t realize that the song’s lyrics are actually about the Polish Solidarity movement. – IrishCentral

Posted in Video | Tagged , | Leave a comment

Bolsonaro sworn in as Brazil’s next president

Posted on January 1, 2019 by macromon

Bolso’s FinMin, Paulo Guedes and his team of “Chicago Boys” are very market-friendly and potentially transformative for the Brazilan economy.  The question is does Bolsonaro have the political skills to see the reforms through? The animal spirits of a new … Continue reading →

Posted in Brazil, BRICs, Uncategorized | Tagged , , | 1 Comment

S&P500 Key Levels

Posted on January 1, 2019 by macromon

The S&P500 starts the New Year in a global bear market, which began at the end of last January, and sitting just a few points below a key Fibonacci retracement level at 2508.94.  Interestingly,  the New Year’s Eve rally could … Continue reading →

Posted in Equities, Uncategorized | Tagged , | Leave a comment

Druckenmiller on Economy & Fed – Bloomberg

Posted on January 1, 2019 by macromon

Dec.18 — Billionaire investor Stanley Druckenmiller discusses the outlook for the U.S. economy, his investment strategy for stocks and bonds, President Donald Trump’s attempts to sway Federal Reserve policy and the prospects for a solution to the U.S.-China trade dispute. … Continue reading →

Posted in Video, Whales | Tagged , , , , , | Leave a comment

Year In Review – 2018

Posted on January 1, 2019 by macromon

Summary Fugly year for the financial markets.  Unless you’re a trader, 2018 couldn’t end fast enough.  The country ETF table illustrates the pain for dollar-denominated returns as only Qatar and Saudi delivered positive returns > 0.5 percent China and Brazil … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , , , , , | 1 Comment

Happy New Year Year! And That Song?

Posted on December 31, 2018 by macromon

Happy New Year, folks! After this year’s market returns, go out and enjoy one of these parties.  See ya’ next year. Repost Posted on December 31, 2018 In 2019 I will try and learn something new every day.   Already have … Continue reading →

Posted in Video | Tagged , | 3 Comments

BFTP: Greatest Arb Ever

Posted on December 31, 2018 by macromon

This will make for some nice New Year’s cocktail conversation. Upshot?   One gallon of gasoline = the energy equivalent of 54.7K Big Macs. BFTP = Blast From The Past Greatest Arb Ever: Cracking Gas into Big Macs Originally Posted on January 12, … Continue reading →

Posted in BFTP, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – 2018

Posted on December 31, 2018 by macromon
Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , , , | Leave a comment

2018 Sector ETF Performance

Posted on December 31, 2018 by macromon

Forget about the noise of the last week.   December and Q4 were an ugly finish to an ugly year.  A lot going on underneath the hood.  Stay tuned.  

Posted in Sector ETF Peformance, Uncategorized | Tagged | 2 Comments