Author Archives: macromon

My Margin Call From The Grim Reaper

Wow!  That was a close one. Didn’t realize how serious it was during my last post, “Do You Believe In Omens.” Before I go on, let me THANK my readers from all over the world for the kind and encouraging … Continue reading

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Do You Believe In Omens?

After finishing my last post earlier tonight on how we may be misdiagnosing the ails of the market, I had this strange episode where I couldn’t breathe.  I really thought it was lights out. Last month I had a pain … Continue reading

Posted in Monetary Policy, Uncategorized | Tagged | 10 Comments

Diagnosing What Ails The Market

My father-in-law died of rectal melanoma, a disease so rare his doctors didn’t even know it existed.  He was diagnosed with having a rectal fissure.   He lived with some discomfort until I called him one night.  Slurring his words, he … Continue reading

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Japan’s Contrary Move On Immigration

Japan zigs (liberalizing) while the U.S. and Europe zag (restricting) on immigration. Interestingly Japan recognizes that immigration can move the needle on growth and is moving to finally liberalize its policies.    There are three main factors that drive economic … Continue reading

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Week In Review – December 14

Summary Bond yields relatively stable in spite of weak and volatile equities Bookend EM 10-year yields – Brazil in 40 bps, Turkey out 70 bps U.S. credit stabilized last week Dixie traded to new 52-week high but couldn’t close above … Continue reading

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World (War I) Series

This is so cool…more than baseball heroes! Hank Gowdy and men from the 116th Infantry playing ball behind the front lines in France, August 1918. NARA. @OTBaseballPhoto pic.twitter.com/78VN6MPtt1 — Jeff Nichols (@backwards_river) December 15, 2018

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Ten Good Weekend Reads

Haven dollar touches 1½-year high as global growth worries dominate trading – MarketWatch Conte Says His Budget Deficit Offer Is the Best Italy Can Do – Bloomberg The Fed’s Critical Role for 2019 – Barron’s Business debt swells to $9 … Continue reading

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Global Risk Monitor – December 14

 

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ETF Sector Performance – December 14

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Green growth

In this episode of Business Planet we focus on the efforts underway to encourage innovation and transform industry in Europe. … READ MORE : http://www.euronews.com/2018/12/14/gr…

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