Author Archives: macromon

Time For A Few Victory Laps

Posted on November 15, 2020 by macromon

First, Carol K. nailed the Electoral College: [Before our post, It’s Showtime: GMM/Grace Election Prediction, Global Macro Monitor conducted an internal poll about personal predictions on the election outcome.  Carol K.’s –>  Ok, my predictions: 305 EV Biden; wins pop vote by 5.937985%.   If … Continue reading →

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A True American Hero

Posted on November 13, 2020 by macromon

This Navy Seal led the raid that captured Osama and was one of the few Four Stars that spoke out to save America.   His commencement speech at the University of Texas is a must-listen if you haven’t already heard it. … Continue reading →

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The Economics Of Wine

Posted on November 13, 2020 by macromon

What does an economist know about wine? Given that many wines need years to mature, how can one predict which ones will be great or not? Princeton’s Orley Ashenfelter explains how he used economic principles and regression analysis to predict … Continue reading →

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Masters Week: Champions Dinner, Bikini Wax, and Tiger

Posted on November 12, 2020 by macromon

Click here for the past menus from the Masters Champion Dinners. I think Phil’s 2007 menu is my favorite.  Gotta love the barbecued ribs, chicken, sausage, and pulled pork, with coleslaw. Click on the above link and check it out.  … Continue reading →

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QOTD: Inflationary Pressure In The Pipeline

Posted on November 12, 2020 by macromon

QOTD = Quote of the Day Inflationary pressures have started to return to the manufacturing sector, with October seeing the first – albeit slight – increases in both input costs and output prices since the first half of 2019. Demand … Continue reading →

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Masters Week: Amen Corner, Baby!

Posted on November 11, 2020 by macromon

Amen Corner comes from a jazz album The term ‘Amen Corner’- used to describe the series of holes around the 11th, the par three 12th and 13th holes – was first used in print by author Herbert Warren Wind in … Continue reading →

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Rising Yuan Shows China’s Economy Strengthening

Posted on November 11, 2020 by macromon

Here are two reasons why the yuan is showing new strength. Insights via @CME Group: https://www.cmegroup.com/openmarkets/…

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Masters Week: Jack and German POWs (BFTP)

Posted on November 10, 2020 by macromon

BFTP: Blast From The Past Master’s Week in November. Whoa! My top three picks this week for total money won:  Dustin Johnson, Bryson DeChambeau, and Justin Thomas, with DJ taking home the Green Jacket. Originally Posted on April 8, 2013 … Continue reading →

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This Is How It’s Done

Posted on November 10, 2020 by macromon

MUST VIEW

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How to Tell the Difference Between ‘Cyclical’ Companies and ‘Secular’ Companies

Posted on November 5, 2020 by macromon

Cyclical companies are sensitive to economic cycles and their stocks outperform the market when the economy is doing well and underperform when the market is doing poorly. Secular companies generally underperform when the economy is strong and overperform when the … Continue reading →

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