Category Archives: Coronavirus

Canada Crushed The COVID Curve As The U.S. Struggles

Posted on July 5, 2020 by macromon

“They had a healthy respect for this virus.” The U.S. leaders thought they could gaslight science and the virus,  Canadian pols respected science and it shows in the data.  The Canucks were not influenced or led by the “Jesus Is … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , , , | 1 Comment

Empire State Building & The Future Of Office Buildings

Posted on June 30, 2020 by macromon

Good view.  Watch this space, it could be the next big negative catalyst for the financial sector and economy. New York City’s famed Empire State Building symbolizes the challenges many commercial spaces face as the U.S. tries to reopen and … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

GPS: The Battle Over Reopening – MUST VIEW

Posted on May 18, 2020 by macromon

Empathy – the psychological identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another. – Dictionary.com Maybe once every few years we read, hear or see something that is so profound it shakes our intellectual foundation to … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , , | 5 Comments

GDP Now Q2 Estimate At -34.90 Percent, So What Now?

Posted on May 11, 2020 by macromon

Summary The Atlanta Fed’s GDP Now is estimating a -34.9 percent Q2 GDP print, which is 3.5x the largest quarterly decline in the post-WWII economy If realized, the 11.3 percent non annualized first-half GDP collapse in 2020 will approach the … Continue reading →

Posted in Black Swan Watch, Coronavirus, Economics, Uncategorized | Tagged | 17 Comments

Are You Buying At These Valuations? Not Buffett

Posted on May 3, 2020 by macromon

More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He hadn’t made any purchases recently; he didn’t buy up stocks when they had fallen … Continue reading →

Posted in Bonds, Coronavirus, Equities, Uncategorized | Tagged , , , , | 18 Comments

If It’s So Safe Out There, Why Are We On The Verge Of Major Meat Shortage?

Posted on April 28, 2020 by macromon

Just askin’, folks. I talked to a friend who runs a local restaurant last night, she said their food distributor is almost out of meat, mainly pork. The shortage is not the result of a demand shock, such as the … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | 1 Comment

Three-Pointer At The Buzzer For Corporate Socialism

Posted on April 27, 2020 by macromon

Wow,  pretty disgusting and just the tip of the iceberg of the corruption taking place with the bailouts and PPP. Who would of thunk that one of the world’s most valuable and glamorous sports franchises, worth $4 billion, would be … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

COVID Deaths Could Be Almost 60% Higher Than Official Count

Posted on April 26, 2020 by macromon

Here is something we suspected for some time and now has been measured by the FT analysts. The noisier the data, it is best to focus on trends and not single data.   The death toll from coronavirus may be … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

How Italy Plans To Reopen The Economy

Posted on April 26, 2020 by macromon

https://twitter.com/MKWilliamsRome/status/1254486320401047552?s=20  

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

COTD: Size Of The COVID Lockdowns

Posted on April 26, 2020 by macromon

COTD = Chart of the Day

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment