Author Archives: macromon

México Fuerte!

We are with you our brothers and sisters down in OH MEXICO!  Godspeed. Viva Mexico!     Wow!  So many natural disasters this month it’s starting to get downright biblical! Then there is the weakening of the nation-state as we … Continue reading →

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Week In Review – September 15

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading →

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Sector ETF Performance – September 15

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Global Risk Monitor – September 15

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Tweet Of The Day: Traders vs Analysts

When an analyst is wrong, it is called an revised forecast. When a trader is wrong, it is called a loss. A big difference. — Peter Brandt (@PeterLBrandt) September 11, 2017

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Fed Vice Chair, Stanley Fischer, Exit Stage Left

This one is going to hurt.   Stanley Fischer is one of, if not, our favorite economist. As Larry Summers points out in his recent piece in the Washington Post, The Fed and the international monetary system will be weaker for … Continue reading →

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Week In Review – August 8

Global Stock Indices Emerging markets once again led the charge in the global equity markets this past week.  Russia continues it momentum, which we thought would begin to bounce after being down almost 15 percent in the first half. Japanese … Continue reading →

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Sector ETF Performance – September 8

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Global Risk Monitor – September 8

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Asset Markets, The Sports Illustrated Jinx, And The Dodgers

Why do stocks and assets markets crash? Why is there is a Sports Illustrated jinx and magazine cover stories often signal a sign of a top or bottom of the subject being portrayed? Regression to the mean, or, more simply, … Continue reading →

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 23 Comments