Category Archives: Equities

Reagan v Trump Macro Initial Conditions

Posted on December 26, 2016 by macromon

We hear lots of talk these days about,  Why Donald Trump’s Market Rally Echoes Ronald Reagan’s.    We are big fans of Chaos Theory, Chaos theory is a branch of mathematics focused on the behavior of dynamical systems that are … Continue reading →

Posted in Equities, President Trump, Uncategorized | Tagged , , | 11 Comments

Presidential Stock Market Returns

Posted on December 17, 2016 by macromon

We’ve been busy crunching data from the Measuring Worth website on the Dow Jones Industrial Stock Index returns for each Presidents’ administration  going all the way back to Teddy Roosevelt.  We find the data very interesting and will, mostly, let it … Continue reading →

Posted in Equities, Politics, Uncategorized | Tagged , , , | 7 Comments

What’d You Miss in markets this week? Here’s your recap – Bloomberg

Posted on October 2, 2016 by macromon

(click here if video is not observable)

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Flat markets – FT

Posted on May 15, 2016 by macromon

The S&P 500 is flat for the year, and the yield curve is flattening. John Authers tries to explain why. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Technology turbulence – FT

Posted on May 1, 2016 by macromon

Big players from the technology sector have reported a wide range of results. Lex’s Robert Armstrong and Giles Wilkes discuss the changing fortunes of tech’s top operators For more video content from the Financial Times, visit http://www.FT.com/video (click here if … Continue reading →

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Profits explained | Finance Decoded – FT

Posted on February 17, 2016 by macromon

In the third part of the FT video series Finance Decoded, Jonathan Guthrie explains how companies calculate their profit, what investors should be wary of and the different measures used to gauge how a company is really performing. ► Subscribe … Continue reading →

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Fighting the Fed – FT

Posted on January 16, 2016 by macromon

John Authers looks at the consequences as the worst start to a year in stock market history continues apace For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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US Sector ETF Performance – January 8

Posted on January 10, 2016 by macromon

(click here if charts are not observable)

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Six Charts of Christmas: Market breadth – FT

Posted on December 28, 2015 by macromon

John Authers asks why the performance of the US equity market has come to be dominated by a few big companies. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs (click here if video is not observable)

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What were the best trades of 2015 – FT

Posted on December 27, 2015 by macromon

Hindsight Capital is a hedge fund created by the FT’s Long View. It beats all competitors every year. John Authers looks at the most lucrative trades of 2015 that, with hindsight, we realise we should have made. For more video … Continue reading →

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