Category Archives: Coronavirus

Is Peak COVID In?

Posted on January 24, 2021 by macromon

We think so.  The daily new case curves are turning down and though the death curve will lag for a few weeks, it will also start to turn down soon. Thank, God, we can see the light at the end … Continue reading →

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China’s Covid-19 epicentre Wuhan now seems lively and relaxed

Posted on December 11, 2020 by macromon
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Stocks On A Long Monetary Leash

Posted on December 7, 2020 by macromon

M2 Money Stock – Weekly % Year-on-Year Change  Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate.  Not so stunning to see the stock market mania being led and fueled by … Continue reading →

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How COVID Has Turbo Charged Big Tech – FT

Posted on November 20, 2020 by macromon

What happens when a pandemic collides with technological change? Covid-19 has shaken business to its core. The FT’s Lex maps how the landscape is changing – FT

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Shocked, Shocked To Find Inflation Going On Here

Posted on August 12, 2020 by macromon

The index for all items less food and energy rose 0.6 percent in July, its largest increase since January 1991.  The index for motor vehicle insurance increased sharply in July, as it did the previous month. The indexes for shelter, … Continue reading →

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Complicated Capilalism

Posted on July 31, 2020 by macromon

Compassionate capitalism is our mantra around but the pandemic has really complicated things, especially when it comes to private property rights.   As the pandemic drags on, who is right?  Renters or landlords? Chapter 19 Of U.S. Bankruptcy Code? We suspect … Continue reading →

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Germany The Winner In COVID Economic Management

Posted on July 27, 2020 by macromon

Morgan Stanley’s Ruchir Sharma joins Fareed to grade countries around the world on their responses to Covid-19 and their economic resiliency to the crisis. Source: CNN Click here to view video

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Sweden Pays Price For Not Locking Down

Posted on July 20, 2020 by macromon

“There is no pain-free solution to living with COVID-19” Lots of B.S. out there about how “Sweden did it right.”  Take a few minutes and watch the following video. We have always maintained, from day one,  that to lock down … Continue reading →

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The World’s Scariest Chart

Posted on July 19, 2020 by macromon

We are now in this war. We are all in it- all the way. Every single man, woman, and child is a partner in the most tremendous undertaking of our American history. We must share together the bad news and … Continue reading →

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Mike Trout Doubt’s America’s False Choice

Posted on July 5, 2020 by macromon

We have always maintained that to reopen the economy was a false choice unless the public had confidence the virus had been contained. The U.S. is losing control of the COVID crisis due to the colossal failure of leadership by … Continue reading →

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