Author Archives: macromon

#CKStrong  Go CK! The following was originally posted at custerconsulting.com. Summary As summer fades, the global economy is downshifting from months of super-charged growth, pumped up by unprecedented fiscal and monetary policy measures.  Growth will continue throughout the year but … Continue reading →

COTD = Chart of the Day #CKStrong Go Carol K!  The doctors are stunned at her fight and grit.  So are we.  We want some.  Looks like the U.S. budget deficit is going to come in around 12 percent of … Continue reading →

#CKStrong Warning:  Politics may be is hazardous to your health.  All but two of the states above the national rate of daily hospitalizations per 100k (30) are in the red, and Hawaii is kind of a special case and only one … Continue reading →

#CKStrong During my EM trading days, I realized that all the juice had been squeezed from the more advanced emerging market bonds, such as Mexico, Brazil, Argentina, and Poland. So I started buying up the “exotic penny stocks,” such as … Continue reading →

#CKStrong Robinhood, the online brokerage used by many retail traders to pile in to heavily shorted stocks like GameStop Corp, has made an ambitious push into loaning out its clients’ shares to short sellers as it expands its business. – … Continue reading →

I am sure you noticed we have been a little distracted with health issues over the past year.  Some readers recently asked if GMM has “turned into s shrine for CK.”  Well, yes, for now.  CK is a considerable part … Continue reading →

The following chart – the most important in the world to us — is our loved Carol K.’s (CK) ANC progression since her stem cell transplant on July 15th, or Day 0. The absolute neutrophil count (ANC) is an estimate … Continue reading →

#CKStrong COTD = Chart of the Day It sure doesn’t look, at least to us, like the U.S. labor market is lacking for demand. Au contraire, just the oppo. What is the Fed thinking? “The demand for labor in the … Continue reading →

#CKStrong What is the Fed thinking? Getting back to the pre-COVID unemployment rate of 3.5 percent after the rules of the game and economic incentives have changed is a pipe dream, in our view. It’s clear the labor supply curve … Continue reading →

We are so incredibly happy to report Carol K. is doing much better and has made it to the other side of her major medical procedure.  Thanks for all your help but let’s not get complacent. Keep those prayers, thoughts, … Continue reading →