Author Archives: macromon

Sector ETF Performance – September 7

Posted on September 9, 2018 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – September 7

Posted on September 9, 2018 by macromon
Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | Leave a comment

The Ultimate Drone

Posted on September 9, 2018 by macromon

Beautiful! Soon to be drafted by the military.   Did you know U.S. Navy enlists dolphins as “serious military assets?”   https://twitter.com/AMAZlNGNATURE/status/1038419050341101569  

Posted in Uncategorized, Video | Tagged | Leave a comment

Helping Out A Little Sister

Posted on September 8, 2018 by macromon

Love Mo Cheeks.  What a great guy. Congrats, my brother, making it to the Hall. This moment isn't what made Maurice Cheeks a Hall of Famer, but is one of our favorites nonetheless: pic.twitter.com/j1GtaBO19P — ESPN (@espn) September 7, 2018

Posted in Uncategorized | Leave a comment

Political Economy Of The Jobs Report

Posted on September 7, 2018 by macromon

The BLS out with the employment report this morning, Total nonfarm payroll employment increased by 201,000 in August, and the unemployment rate was unchanged at 3.9 percent, the U.S. Bureau of Labor Statistics reported today. Job gains occurred in professional … Continue reading →

Posted in Employment, Uncategorized | Tagged , | 3 Comments

No Free Trader In The White House

Posted on September 6, 2018 by macromon

Yesterday’s NY Times guest Op/Ed confirmed our suspicions about President Trump, Furthermore,  we don’t believe President Trump is a free trader at heart but more of a protectionist and neo-mercantilist.  There is no “Art of the Deal” – see his … Continue reading →

Posted in Japan, Trade War, Uncategorized | Tagged , | 4 Comments

Initial Conditions, Conditional Probabilities & The September S&P

Posted on September 6, 2018 by macromon

Beast Mode In September? Can’t tell you how many recommendations we read at the end of August about how the S&P500 would continue its Beast Mode rally into September.   After all that it was it does during midterm election years, … Continue reading →

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

QOTD: The Facebook Facial

Posted on September 5, 2018 by macromon

Facebook (Sheryl Sandberg) and Twitter (Jack Dorsey) on Capitol Hill today taking pipe from the pols.   Large cap tech getting spanked with both stocks down meaningful. I am all in for either they [Facebook] step up and take responsibility for … Continue reading →

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

The Lavender Wave Cometh

Posted on September 4, 2018 by macromon

It’s here folks.  Just as we said back in early July. Not a  political statement, just trying to model reality. Recall, on the eve of the election we did predict Trump would win the electoral college and HRC the popular … Continue reading →

Posted in Politics | Tagged | Leave a comment

Republicans About To Go Full Jackie Moon

Posted on September 3, 2018 by macromon

  “There will be no refunds!” The data are moving against them. Still, 63 days and 16 hours are an eternity in politics.  Much can happen between now and then but we suspect it won’t be positive. Moreover, the economy … Continue reading →

Posted in Uncategorized | Leave a comment