Author Archives: macromon

Got Gold?

The Fed’s effective nationalization of the financial markets in the past week has spiked gold prices.  It does appear the first phase of the bear market and bursting of multiple asset bubbles is almost complete.  Phase 1, an initial massive deleveraging, … Continue reading

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The Stock Market’s Gas Gauge

The stock market, as defined by the Wilshire 5000 has fallen 35.1 percent from its closing high on February 19th and has been unable to sustain a decent bounce for more than a day.   Our favorite valuation metric, stock market … Continue reading

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Is America Already Waving The White Flag?

We are now in this war. We are all in it- all the way. Every single man, woman, and child is a partner in the most tremendous undertaking of our American history. We must share together the bad news and … Continue reading

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It’s Time For Capitalists To Help Save Capitalism

It looks the lock down in much of the country is going to last a bit longer than expected.  Small businesses account for a large portion of U.S. GDP and employ almost half the U.S. workforce.   Most of these companies … Continue reading

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Should Trump Rename The 1918 Spanish Flu The Kansas Flu?

What works for China works for Kansas, no?

Posted in Coronavirus, Uncategorized | Tagged | 1 Comment

What A Real Bear Market Looks Like

We’ve created an S&P/Nikkei analog to compare how the current bear market is performing relative to the first month of trading after the Nikkei stock index peak on December 29, 1989.  Japanese stocks have been in an uber 30-year bear market. … Continue reading

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Political Leanings Of Your News Source

Hat Tip:  Vanessa Otero  @vlotero

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Why new diseases keep appearing in China – VOX

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The COVID Wake-Up Call | Project Syndicate

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What Joementum Needs To Do Now

Joe Biden all but wrapped up the Democratic nomination with key wins in Florida, Illinois, and Arizona tonight.  If we were advising him, which we are not, here is the next steps he should take:  Get on the phone and … Continue reading

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