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Author Archives: macromon
China’s EV Surge: A Tipping Point With Global Economic Ramifications
Five Key Facts: BYD’s Stella Li projects China’s EV market share could rapidly approach 80% of new car sales. China’s EV penetration jumped from 6% of new car sales in 2020 to 53% in 2025. China accounted for 60% of … Continue reading
The Story of Money: Why Nixon Ditched the Global Monetary System | FT
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Global Risk Monitor: Week in Review – June 5
Markets in Motion: A Week of Reckoning Global markets delivered a sobering reminder last week that sentiment can shift fast — and that the era of easy money remains firmly in the rearview mirror. The sharpest single blow landed on … Continue reading
Pain at the Pump, Plate, and Plane: Breaking Down 2026’s Price Spikes
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D-Day’s Must-View Movie: Pressure
The success of D-Day, 1944 (originally planned for June 5th) came down to a weatherman getting it right. Ode to the Weatherman “When I’m right, no one remembers; When I’m wrong, no one forgets.”
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Of Course There’s No Inflation
Classic stock market wealth effect. I’d bet the family jewels that if the S&P 500 was, say at 5,000, ticket prices would be one third of these prices. I am conflicted. Big Knicks fan during my Wall Street days during … Continue reading
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The Medicaid Surge: Economic Drivers, the Unwinding, and the OBBBA Retrenchment
Ten Key Takeaways: Record Enrollment: Medicaid peaked at 26% of the U.S. population (88.2 million people) in FY 2024, cementing its status as the nation’s largest insurer. Decoupling Welfare: Structural growth began when late 1980s mandates disconnected healthcare eligibility from … Continue reading
