Author Archives: macromon

Swan Lake – July 3

Posted on July 3, 2018 by macromon

Just the facts data, ma’am… And the new market narrative by Tom Petty,    

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I’m A Warrior!

Posted on July 2, 2018 by macromon

The moment Boogie found out he was a Warrior đź‘€ (via @SHOsports)pic.twitter.com/GPdOBPpqc3 — Bleacher Report (@BleacherReport) July 3, 2018

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Rising Gas Prices Cannibalizing Tax Cut

Posted on July 2, 2018 by macromon

Summary Gas prices are moving higher with crude prices On average a gallon of gas is up $.60 from this time last year Most of the gas price is derived from crude oil prices Higher gas prices are regressive and … Continue reading →

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Swan Lake – July 2

Posted on July 2, 2018 by macromon

Stunning we were just talking about a Mexican presidential candidate winning a plurality of less than 30 percent just a few months ago.   AMLO will enter office with a powerful mandate.  If only we knew for what? Swans relatively quiet.  … Continue reading →

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Nonlinear Thinking: Big iMacs Coming To Your Neighborhood

Posted on July 2, 2018 by macromon

Guess where I am going to lunch this week?  I will give you the full review. Also going to try and speak with management about capital and the marginal costs to produce a burger versus using labor.   Big implications for … Continue reading →

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Tweet of the Day: My Grandmother’s Home County

Posted on July 2, 2018 by macromon

https://twitter.com/cathalirl/status/1013544331565727745?s=21

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German Crisis Escalates: Merkel Government In Trouble

Posted on July 1, 2018 by macromon

DEFINITELY NOT PRICED! Horst Seehofer, the German interior minister, has set Angela Merkel an ultimatum, saying he would resign unless the chancellor acceded to his demands for tougher controls on the German border. …That could lead to the collapse of Ms … Continue reading →

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Croatia’s New Prophylactic

Posted on July 1, 2018 by macromon

Good luck sneaking one by that goalie! NIZHNY NOVGOROD, Russia  — Danijel Subasic saved three penalties, and Croatia’s World Cup hopes. …Subasic is only the second goalkeeper to save three penalties in a shootout at the World Cup. The only other man … Continue reading →

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2018 – First Half Performance

Posted on July 1, 2018 by macromon

 

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Week In Review – June 29

Posted on July 1, 2018 by macromon

Summary Global equities finished the first half relatively weak. The S&P500 moved back and tested the bottom of the old trading range of 2700-2742.  We seriously doubt this range holds and expect lower prices unless POTUS gets religion on free … Continue reading →

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