Author Archives: macromon

COTD: Chart of the Day

Elizabeth Economy is good.  She is a distinguished figure in international affairs, specializing in Chinese policy. She holds a senior fellowship at the Hoover Institution, Stanford University, and has previously advised on China for the Department of Commerce. Economy’s expertise … Continue reading →

President Biden’s probability of being re-elected, as measured by the betting markets at PredictIt, has closed a 6-point gap between him and the former president.  As you can see from the chart,  Biden’s predicted probability of being re-elected took a … Continue reading →

NVIDIA recently reported a monumental performance for the fourth quarter and the fiscal year 2024, marking significant strides in revenue growth across various sectors. The fourth quarter saw revenues soar to $22.1 billion, a staggering 265% increase from the previous … Continue reading →

The Consumer Price Index for All Urban Consumers (CPI-U) edged upward by 0.4 percent, a notch above January’s rise, based on the CPI survey conducted by the U.S. Bureau of Labor Statistics. This measure, a barometer of the urban dweller’s … Continue reading →

Gold is breaking out to new all-time highs. The market’s conventional wisdom is that it is mainly driven by the expectation the Fed will cut rates in June.   The dollar index (dominated by the euro) is still up over 1 … Continue reading →

We have added the Mag 7 to our equity table.  Some have not performed so magnificently year-to-date.  Watch this space.  And what’s up with gold breaking out to new highs?   Watch that space. 

Demographers describe the baby-boom generation as ”the pig in the python,” which refers to a visual and descriptive metaphor for how a large age cohort (the “pig”) moves through the demographic structure (the “python”) over time. It illustrates the bulge … Continue reading →