Author Archives: macromon

#CKStrong The market view on Carol K. is starting to consolidate that she just may become is the GOAT of Comeback Kids. What a fighter!  Do you believe in miracles?  Go Neutrophils! Summary – The market narrative explaining the breakdown in … Continue reading →

#CKStrong The low 5G usage numbers in the one-minute video will surprise.  Has the market mispriced them, either over or under?  In telecommunications, 5G is the fifth-generation technology standard for broadband cellular networks, which cellular phone companies began deploying worldwide in 2019, and is the … Continue reading →

#CKStrong   Bullish on CK,  ANC > 1100! Can anyone spot which Age was transitory? Woke Central Bankers  “We have a generation of central bankers who are defining themselves by their wokeness,” Summers, who is now a professor at Harvard University, … Continue reading →

#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 →

#CKStrong