Author Archives: macromon

#CKStrong How do you know if Carol K. or myself are not ChatBots? The [pandemic] crisis accelerated the adoption of analytics and AI, and this momentum will continue into the 2020s, surveys show. Fifty-two percent of companies accelerated their AI … Continue reading →

#CKStrong The “surge in demand” is congesting the global container ports. That is, it’s a primarily (though not all, and getting less so by the day, at the micro level) an excess demand issue creating the shortage economy. Some $10.4trn … Continue reading →

#CKStrong A nice little factoid to impress at a cocktail or…err…Cannabis party as we usher in the new quarter. October is here, and in the Northern Hemisphere, that often means the days are flush with falling leaves, chilling weather, and … Continue reading →

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#CKStrong Hint: The same reason why people hoard toilet paper.

#CKStrong Stunning. Hedge funds hoovering up trading cards as an “alternative to equities” with the same passion Brooks Robinson hoovered up ground balls. This is usually a sign of the endgame for markets, i.e,, the precursor to a bear market. … Continue reading →

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