Category Archives: Equity

Black Monday, 1987: Inside The U.S. Treasury

Posted on October 19, 2022 by macromon

Whoops, should have reposted this last night.  Better late than never.  Didn’t hear one mention in the FinMedia about today being the 35th year anniversary of the Great Crash of 1987 Originally Posted October 19, 2020 By Liam McPherson The … Continue reading →

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Black Monday, 1987: Inside The U.S. Treasury

Posted on October 18, 2021 by macromon

#CKStrong Originally Posted October 19, 2020 By Liam McPherson The following exchange took place between President Reagan and reporters after the market close on Black Monday, October 19, 1987.  Leaving to visit the First Lady in the hospital, President Reagan … Continue reading →

Posted in Equities, Equity | Tagged , | 21 Comments

Black Monday, 1987: Inside The U.S. Treasury

Posted on October 18, 2020 by macromon

By Liam McPherson The following exchange took place between President Reagan and reporters after the market close on Black Monday, October 19, 1987.  Leaving to visit the First Lady in the hospital, President Reagan spoke just after the market lost … Continue reading →

Posted in Equities, Equity | Tagged , | 21 Comments

Two Stocks To Watch After Monday’s Long Red Candlesticks

Posted on July 19, 2020 by macromon

Here are the two stocks we are watching after last Monday’s big reversals and long red candlesticks.  Tesla (TSLA) and Netflix (NFLX) have been the highest fliers in the bull market. Both are bellwethers of the 11-year old bull market … Continue reading →

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Has Netflix Peaked?

Posted on July 17, 2020 by macromon

Our crack stock picker, Coach Carol,  thinks the probability favors the affirmative.  Personally,  I think Netflix, the service, is…rhymes with rap. The attraction of most of these streaming services, in my opinion, is their new content, and Amazon Prime is … Continue reading →

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TOTD: Valuations Matter

Posted on June 6, 2020 by macromon

TOTD – Treat of the Day Microsoft was a great company in 1999. $MSFT was still a great company in 2017 – it would take you 18 years for you to break even if you bought it in 1999. Valuation, … Continue reading →

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Cue The Economic Recovery

Posted on May 27, 2020 by macromon

Summary The Russell 2000’s relative performance is now sniffing out the economic recovery, which will be reflected in a record Q3 GDP print, a bounce from the record first-half economic collapse  It is not unreasonable that we will see a … Continue reading →

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Classic Bear Market Bounce

Posted on April 6, 2020 by macromon

Big move today in stocks with the S&P500 closing up 7.03 percent.  We are so glad we are out of the market. We believe stocks are now in phase two of a vicious bear market, where after the initial sharp … Continue reading →

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President Reagan On The ’87 Stock Market Crash

Posted on March 12, 2020 by macromon

We are reposting this piece.  History rhymes.  The U.S. was in the midst of conflict with Iran during the 1987 crash as we are today. The Fed tried to stem the selling today and who knows what would have happened … Continue reading →

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Stages Of A Pandemic: Denial, Panic, Fear, and Rationality

Posted on March 7, 2020 by macromon

We’ve been accused of panicking. It just ain’t so, Joe, as our M.O. is to try and panic before everyone else. What will be the big negative shock that shakes the tree loose?   Your guess is as good as ours … Continue reading →

Posted in Economics, Equity, Uncategorized | Tagged , | 4 Comments