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Author Archives: macromon
QOTD: Algos Exploiting Tribalism
QOTD = Quote of the Day I’ d like to think that this is the beginning of the end of Big Tech as we know it. I think this is another example that when you have algorithms that are profit-driven, … Continue reading
Posted in Uncategorized
1 Comment
The Moment I Knew America Was In Trouble
We are reposting a piece from June 1st as we were very concerned about the stability of the American Street and where the country was headed. We were worried about a future full of “peril,” and after the events of … Continue reading
Inflation Cometh And So Is A Big Market Correction
It was hilarious, no, sad actually, to see a piece last week by some market strategist mocking the “inflation truthers.” Kind of like “election truthers?” Of course, he surely knows the one thing that can knock the markets on their … Continue reading
Straight Flush: The Taiwan Straight Beats The Straight Of Hormuz
As the stock market and the FOMO chasers remain unhinged from reality (3 standard deviations above mean valuations) about as much as the crowd we watched in horror invade the Capitol yesterday, it’s time to revert to a fundamental story … Continue reading
Posted in Uncategorized
Tagged China, Straight of Hormuz, Taiwan, Taiwan Semiconductor, Taiwan Strait
2 Comments
Top Emerging Tech Trends In 2020
As we look to 2021 and the anticipated global economic recovery, we see continued interest in topics related to emerging business risks, digital transformation and cybersecurity. As a result, integrated risk management (IRM) topped our list in 2020. We also continue to see … Continue reading
Welcome to 2021, Y’all!
By Carol K. Happy New Year, everyone! I hope everyone had a happy and relaxing holiday season – or as happy as can be in the midst of a global pandemic. I’ve been fighting a bout of pneumonia and was … Continue reading
Posted in Coach C, Equities
Tagged Market Volatility, Stock Market, Stock Market Valuations, Stock picking
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Cathie Wood Sees 20 Percent Returns In 2021
Get well, Carol K.. You crushed me on in our bet for the year-end S&P 500 target. This one’s for you.
Posted in Uncategorized
1 Comment
At Least Some Things Never Change
With the markets unmoored from historical reality (along with half the country, by the way) and valuations at historic and unprecedented extremes, it’s refreshing to see some things don’t change, such as the painful short squeeze taking place in the … Continue reading
Semiconductor Manufacturing In The U.S.
Source: SIA
Global Macro Monitor 