Author Archives: macromon

Demographics 101

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It’s Not The Economy, Stupid!

“The economy, stupid” is a phrase that was coined by Jim Carville in 1992. It is often quoted from a televised quip by Carville as “It’s the economy, stupid.” Carville was a strategist in Bill Clinton‘s successful 1992 U.S. presidential election against incumbent George H. W. … Continue reading

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Economic Power Is Shifting | DW News

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Emerging Tech 2024

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Apple and Amazon Report Earnings

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S&P500 Closes At Key Support Level

The S&P500 closed today at a key support level, right on its upward trend line and just a few points under its 50-day moving average. The S&P is up 14.2 percent for the year. Critical support is 5390-5400, which, if … Continue reading

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Kamala [and Josh] Rising

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Monetary Policy Is Not Tight

The Chicago Fed’s National Financial Conditions Index (NFCI) is significantly easier than when the Fed started the tightening cycle in March 2022 (see the chart below).  As the market ramps up based on the expectation of a September rate, financial … Continue reading

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Mr. Softee Gets Lost in the Cloud

Microsoft (MSFT) reported its fiscal fourth-quarter earnings, surpassing Wall Street’s expectations on EPS and revenue but falling short of cloud revenue forecasts, notably in its Intelligent Cloud segment. Despite this, overall revenue increased by 15% yearly, with Intelligent Cloud revenue … Continue reading

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Olympic Gold Diggers

“Gold medals aren’t really made of gold. They’re made of sweat, determination, and a hard-to-find alloy called guts.”  — Dan Gable Awesome graphic from the Visual Capitalist.  This year, 10,500 athletes will compete across 329 events to billions of viewers … Continue reading

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