Category Archives: Equity

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

Buying Tops And Trump’s Race For Stock Market History

Posted on December 22, 2019 by macromon

We want to add to our last post because we believe the topic is of immense importance to the younger generations starting to save and plan for their retirements.   Note, we had a slight error in the post,  Keeping Stock … Continue reading →

Posted in Apple, Equity, President Trump | Tagged , , | Leave a comment

Enter The Selling Zone 2.0

Posted on October 25, 2019 by macromon

It’s that time again. No, not the now annual October fires in California (helluva a Chinese hoax, btw) we’re running from but the S&P moving into the selling zone. We are reposting a piece we published on the very day … Continue reading →

Posted in Equity, Uncategorized | 18 Comments

Major Global Stock Market Caps

Posted on September 18, 2019 by macromon

Hat Tip: @jessefelder Our Favorite Valuation Metric We had to post our favorite macro stock valuation measure.   Some caveats come with the comps, including exchange rate translation.

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The Summer Friday Ramp Into Close

Posted on August 4, 2019 by macromon

Here we go again.  The Summer Friday afternoon ramp. We posted how the S&P tends to ramp into the close in our post on Monday (see below). No different today.  The S&P had traded in a 34.44 point range high-to-low … Continue reading →

Posted in Equities, Equity, Uncategorized | Tagged | Leave a comment

Enter The Selling Zone 2.0

Posted on July 26, 2019 by macromon

It’s that time again. No, not the, now annual October fires in California (helluva a Chinese hoax, btw) we’re running from but the S&P moving into the selling zone. We are reposting a piece we published on the very day … Continue reading →

Posted in Equity, Uncategorized | 16 Comments

Will The S&P Hold The Line?

Posted on May 23, 2019 by macromon

Will the S&P hold its May 13th low of this current sell-off at 2801.43? Glad you asked.   The market is currently trading at its low of the day, 5 points above that support level. Tuesday’s Post The stock market took … Continue reading →

Posted in China, Equity, Politics, S&P500, Uncategorized | Tagged , , | 2 Comments

Newton’s Q1 Law Of Motion For The S&P500

Posted on March 31, 2019 by macromon

Newton’s three laws of motion may be stated as follows: Every object in a state of uniform motion will remain in that state of motion unless an external force acts on it. Force equals mass times acceleration. For every action, there is an equal and … Continue reading →

Posted in Equities, Equity, Uncategorized | Tagged , | 2 Comments

A Note From A GMM Reader…

Posted on March 4, 2019 by macromon

Passing on a note (email) we just received from a Global Macro Monitor (GMM) reader, who is vacationing on the beach in Mexico.   By the way, he is not a free rider.  He made a nice contribution to GMM (see … Continue reading →

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

S&P500’s Five Hottest First Two Months Since 1950

Posted on February 28, 2019 by macromon

The final trade is in for February and the S&P500 is up 11.07 percent in the first two months of the year.  It is the fourth strongest start for the S&P since 1950. The table shows that such strong Jan/Feb … Continue reading →

Posted in Equity, Uncategorized | Tagged , | 4 Comments