Author Archives: macromon

The Trail of Two GOATs

Posted on January 22, 2021 by macromon

h/t Carol K. The following video was really touching and reveals the divergent path of the two GOATs.  Can there be two GOATs?  See the tables below. One, facing retirement, seems to be dealing with the reality by playing catch … Continue reading →

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Henry “The Hammer” Aaron, R.I.P.

Posted on January 22, 2021 by macromon

@Carol_6890 @ThinkInTheMorn The Hammer had a layover in L.A. on his way to Tokyo for this HR contest. He asked the Dodgers if he could take BP at the Stadium. I threw one of baseball's "greatest" batting practice that day. … Continue reading →

Posted in Sports | Tagged , | 1 Comment

Presidential Stock Market Returns

Posted on January 22, 2021 by macromon

Comparative presidential stock market returns are  always interesting and makes for good political fodder but pretty meaningless.  I am not arguing policies don’t matter but the initial conditions or valuation when a president takes office has, in the past, seemed … Continue reading →

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The Best MLK Weekend Of All-Time

Posted on January 15, 2021 by macromon

We are reposting this for the holiday and in honor of Dr. King, one of our greatest Americans, a patriot, and a true saint. I exchanged emails with Reverend Senator-elect Raphael Warnock after posting it. Originally Posted on January 21, 2019 … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 2 Comments

Comfortably Numb: Are We There Yet?

Posted on January 15, 2021 by macromon

Markets certainly are. OKJust a little pinprickThere’ll be no more aaaaaaaah!But you may feel a little sick – Pink Floyd Hard to say what the pinprick will be.  My bet is higher inflation and higher interest rates.    On the … Continue reading →

Posted in Equities, Uncategorized | Tagged | 2 Comments

Peak Euphoria & Bat Shit Crazy Markets

Posted on January 13, 2021 by macromon

  [t]here is no denying that there’s been a shift in market structure over the past few years. Whether it be in the proliferation of free trading platforms, the rise in market share of passive investment strategies, or the ease … Continue reading →

Posted in Uncategorized | 1 Comment

The Benedict Arnold Show: My Tommy Lasorda Stories

Posted on January 12, 2021 by macromon

Tommy Lasorda passed away last week, and I can’t let him go without sharing two of my favorite memories of the man. In earlier posts, I’ve written about my Walter Mitty childhood in L.A., working as a kid for the … Continue reading →

Posted in Sports | Tagged , | 2 Comments

QOTD: Algos Exploiting Tribalism

Posted on January 12, 2021 by macromon

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

Posted on January 12, 2021 by macromon

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 →

Posted in Equities, Uncategorized | Tagged , | 2 Comments

Inflation Cometh And So Is A Big Market Correction

Posted on January 11, 2021 by macromon

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 →

Posted in Equities | Tagged , , | 5 Comments