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Author Archives: macromon
What To Watch In The Apple Release
Ahh, the good old days of trading billions of dollars in Apple stock. Apple Getting Too Big The company has almost become a utility due to its sheer size. Apple’s relatively small recurring revenue stream (some argue iPhone upgrades are … Continue reading
QOTD: So Churchill!
Contemplate this for “the moment in the garden.”
Take Our Rorschach Test
Watch Brazilian surfer Rodrigo Koxa ride an 80-foot wave in Portugal last November. Koxa was recently recognized for the feat at the Big Wave Awards in Santa Monica, California. Subscribe to the CBS News Channel HERE: http://youtube.com/cbsnews Please view the … Continue reading
Posted in Economics, Uncategorized, Video
Tagged Brazilian Big Wave Surfer, Rorschach Test
10 Comments
David Tepper Dishes On Markets…
David Tepper, MBA ’82, [spoke] at the Cohon University Center on April 26 for a university-wide event. The Tepper School of Business welcome[d] David Tepper, founder and president of Appaloosa Management, L.P. Tepper [who] join[ed] students for a Q&A session, … Continue reading
“Deja Vu All Over Again” In Korea
That was then (2005), North Korea vows to abandon nuclear weapons project · Cautious welcome by Bush for road map deal · Aid and US promise not to invade seals agreement North Korea has agreed in principle to end its nuclear weapons … Continue reading
Posted in General Interest, Uncategorized
Tagged 2005, Mike Pompeo, North Korea, NY Times, The Guardian
34 Comments
Week In Review – April 27
Markets were able to hold up on the back of blow out earnings from Amazon and other tech companies, finishing flattish for the week. The S&P500 made a lower high and a lower low compared to last week. The S&P500 … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodites, country ETFs, Currencies, Global equity markets, JFK-Trump S&P500 Analog, Performance, Stocks
Leave a comment
Global Risk Monitor – April 27
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
Trump Says Unified Korea Could Happen
Do you think President Trump has consulted with President Xi about a unified Korea? It is highly doubtful China will allow a unified Korea, one under Western influence. Different Scenarios Our best case scenario is the South and North move … Continue reading
U.S.-German Trade, Stagflation & World Current Accounts
We have updated our ranking of the world’s 2018 Current Account Balances (CAB) by country from largest surplus o largest deficit in the ginormous table below. The data are from the recent April 2018 IMF’s World Economic Outlook database. Before checking … Continue reading
Posted in Euro, Germany, Policy, Politics, Uncategorized
Tagged Germany, Trade Deficits, U.S., World Current Account Balances
8 Comments
