Author Archives: macromon

The Year Of The Flipper

Posted on August 27, 2018 by macromon

Wow.  This could be big or maybe not. Breaking: Paul Manafort began negotiations to *cut a deal with Mueller* for charges in the DC case – first report of Manafort looking to plea. New from @aviswanatha who joins us at … Continue reading →

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The United States-Mexico Trade Agreement

Posted on August 27, 2018 by macromon

Another “Potemkin trade deal.” Nothing there and will not move the needle in bringing back jobs to the U.S., in our analysis. That is why, we believe,  the markets like it — little impact on profit margins and the prospect … Continue reading →

Posted in Economics, Trade War, Uncategorized | Tagged , , , | 12 Comments

Climate Change? Check The Data

Posted on August 26, 2018 by macromon

A must view. Seems to be a structural change or tipping point took place in the 1990’s.  Getting hot outside, folks. What changed?  The rise of China and the massive increase in coal fired power plants. We have crossed the … Continue reading →

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Week In Review – August 24

Posted on August 25, 2018 by macromon

Summary Brazil 10-year blows out 21 bps and currency flops 5 percent on political concerns. The former president, Luiz Inácio Lula da Silva, is surging in the polls, even from his jail cell.  While the other top presidential candidate, Jair … Continue reading →

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R.I.P., Maverick

Posted on August 25, 2018 by macromon

You were truly a great American and a super hero. I love you forever – my beloved father @SenJohnMcCain pic.twitter.com/Y50tVQvlVe — Meghan McCain (@MeghanMcCain) August 26, 2018 One of his finest moments – 2008 Presidential Campaign A class act.  

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Sector ETF Performance – August 24

Posted on August 25, 2018 by macromon
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Global Risk Monitor – August 24

Posted on August 25, 2018 by macromon
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No Nobel In North Korea

Posted on August 24, 2018 by macromon

At least, not yet. I have asked Secretary of State Mike Pompeo not to go to North Korea, at this time, because I feel we are not making sufficient progress with respect to the denuclearization of the Korean Peninsula… — … Continue reading →

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Will The Real Bond King Stand Up?

Posted on August 22, 2018 by macromon

We get it. Jeff Gundlach (we are some of his biggest fans) is a trader at heart, as are we, and is very cognizant of short-term market technicals. He recently tweeted, Massive increase this week in short positions against 10 … Continue reading →

Posted in Bonds, Interest Rates, Uncategorized | Tagged , | 12 Comments

Fun Times With POTUS & The Russian Prez

Posted on August 22, 2018 by macromon

Ah, the good ol’ daze.  This is hilarious. President Clinton and President Yeltsin on the steps of  Franklin Roosevelt’s home in Hyde Park.   Go visit if you haven’t been there. Like President Trump, they both seemed peeved at the press, but … Continue reading →

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