Author Archives: macromon

More Truck Drivers To Unclog The Supply Chain

Posted on November 4, 2021 by macromon

#CKStrong

Posted in Uncategorized | 1 Comment

QOTD: And There Is Blood

Posted on November 3, 2021 by macromon

#CKStrong Inflation is way too high given exremely easy financial and monetary conditions.  There will be blood…The Democrats should begin to worry. – GMM,  June 11, 2021

Posted in Inflation/Deflation, Uncategorized | 1 Comment

Farmland As An Inflation Hedge

Posted on November 2, 2021 by macromon

#CKStrong

Posted in Uncategorized | Leave a comment

Going Back To Houston…

Posted on November 1, 2021 by macromon

#CKStrong Carol K. was slated to be discharged from a Boston hospital this week after a 5 1/2 month stay in isolation from a stem cell transplant (SCT) to treat her Acute Myeloid Leukemia (AML). Her comorbidities — ovarian cancer, … Continue reading →

Posted in Uncategorized | Leave a comment

TSMC’s $100 Billion Plan To Fix The Chip Shortage

Posted on October 26, 2021 by macromon

#CKStrong Must view, folks. “Real men have fabs”

Posted in Uncategorized | Leave a comment

The U.S. Budget Deficit

Posted on October 25, 2021 by macromon

#CKStrong The U.S. Treasury findly released their monthly statement on Friday, which closed the books on the government’s 2021 fiscal year (October to September).  The deficit came in at $2.8 trillion (12.0 percent of GDP, based on our Q3 GDP … Continue reading →

Posted in Uncategorized | 2 Comments

The Neuroscience Of Branding – Big Think

Posted on October 24, 2021 by macromon

#CKStrong   Ready to breach the 1300 ANC level.  You go, girl!  Fascinating stuff!  “Powerful branding can not only change how you feel about a company, it can actually change how your brain is wired. “We love to think of ourselves … Continue reading →

Posted in Apple | Tagged , , , , | 1 Comment

How Container Shipping Works

Posted on October 21, 2021 by macromon

#CKStrong

Posted in Uncategorized | 2 Comments

What Are Bond Yields & Breakevens Telling Us?

Posted on October 20, 2021 by macromon

#CKStrong    Carol K.’s ANC broke above 1200 today.  Absolute Neutrophil Count (ANC ) measures a type of white blood cell that kill and digest bacteria and fungi to help the body fight infections and heal wounds. At a time … Continue reading →

Posted in Fiscal Cliff Monitor, Fiscal Policy, Interest Rates, Monetary Policy, Uncategorized | Leave a comment

Black Monday, 1987: Inside The U.S. Treasury

Posted on October 18, 2021 by macromon

#CKStrong Originally Posted October 19, 2020 By Liam McPherson The following exchange took place between President Reagan and reporters after the market close on Black Monday, October 19, 1987.  Leaving to visit the First Lady in the hospital, President Reagan … Continue reading →

Posted in Equities, Equity | Tagged , | 21 Comments