Author Archives: macromon

The Only Dip To Buy Is A French Dip

Posted on February 7, 2018 by macromon

Stunning to watch the financial pundits and the action of some investors with their reflexive buy the dip mentality after the massive volatility shock.  The S&P500 moves straight up for two years without a back-to-back 1/2 percent correction and then … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 8 Comments

SPD To Get German Finance Ministry

Posted on February 7, 2018 by macromon

Breaking. Angela Merkel has agreed with Social Democrats on a new coalition German government. Political leaders in Germany have reportedly reached a breakthrough in talks to form a new coalition government, following months of uncertainty after elections in September failed … Continue reading →

Posted in Demographics, ECB, Germany, Uncategorized | Tagged , | Leave a comment

Tweet Of The Day: Turkey Investments

Posted on February 7, 2018 by macromon

From @nntaleb ‘s Classic: "The Black Swan," a Turkey's life is much like many "safe" investments. (2) pic.twitter.com/5c7r3HXjYg — Lawrence McDonald (@Convertbond) February 7, 2018

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QOTD: Soros On Volatility

Posted on February 6, 2018 by macromon
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Start Of A Mean “Mean Reversion” In Stock Values?

Posted on February 5, 2018 by macromon

Asset valuations, including stock prices, eventually revert to their long-term mean (average) valuation or at least attempt to if not interrupted by outside intervention, such as central banks.    It has been the major factor in the steep sell-off in … Continue reading →

Posted in Currency, Equities, Uncategorized | Tagged , , | 28 Comments

When Stock Prices Become A Social Movement

Posted on February 4, 2018 by macromon

Stock prices are likely to be among the prices that are relatively vulnerable to purely social movements because there is no accepted theory by which to understand the worth of stocks….investors have no model or at best a very incomplete … Continue reading →

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Week In Review – February 2

Posted on February 4, 2018 by macromon

No poetry, no prose in the Week In Review. We gave you plenty to munch on this past week and today is a holy day, Super Bowl Sunday.  We posted many warnings about the events of last week and  how … Continue reading →

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BEST SUPER BOWL Commercials Sneak Peek!

Posted on February 4, 2018 by macromon

Good stuff! Remember the dot.com Super Bowl ads during the 1990’s Nasdaq bubble?  Dot.coms  with no earnings and big burn rates would spend 70 percent (+/-) of their V.C. funding on Super Bowl ads to generate “eyeballs”?  Moreover,  their stock … Continue reading →

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Gundlach Channels Our “Mark Of The Beast” Market

Posted on February 4, 2018 by macromon

Love Jeffrey Gundlach.  As with everyone, not always right as nobody knows the future, but his analytical roadmap to decision making is rigorous, and he has the big ‘nads to pound the contrarian table. That earns him much respect, in … Continue reading →

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Sector ETF Performance – February 2

Posted on February 4, 2018 by macromon
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