Category Archives: Geopolitical

The Taiwan Strait Getting Hot, Hot, Hot…2.0

Posted on September 21, 2020 by macromon

China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg QuickTake (@QuickTake) September 21, 2020 We originally posted the following in … Continue reading →

Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized | Tagged , , , | 4 Comments

The COVID Economy In Suspended Animation

Posted on July 14, 2020 by macromon

Summary The U.S. economy is not real and in a current state of “suspended animation” The COVID rescue package has introduced significant distortions into the economy The “Corona Capitalists,” some very well capitalized and liquid corporations, have accounted for a … Continue reading →

Posted in Economics, Equities, Geopolitical, Politics, Uncategorized | Tagged , , , | 20 Comments

If War Comes, It Won’t Be Your Father’s War

Posted on January 3, 2020 by macromon

Just a heads up and reminder, folks.   Do some homework. SAN JOSE, Calif. (AP) — Security researcher Brian Wallace was on the trail of hackers who had snatched a California university’s housing files when he stumbled into a larger nightmare: … Continue reading →

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My 9/11 Story — The Day History Changed

Posted on September 10, 2019 by macromon

Repost Posted on September 11, 2018 It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding.  He was planning to marry his sweetheart on … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | 1 Comment

The Global Consequences Of A Narcistic And Incompetent POTUS

Posted on August 12, 2019 by macromon

The world is starting to move sideways. The market talking heads are so clueless. It’s almost laughable listening to them trying to explain away in isolation how the pieces of the puzzle are starting to converge that will or already … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | 2 Comments

How Pepsi Once Became The World’s 6th Largest Military

Posted on July 2, 2019 by macromon

The days of the barter economy. We had to do a double take with this tweet.  Even fact checked it. I had a twitter debate last month with someone comparing current day China with the Soviet Union before the collapse … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 14 Comments

On This Day: One Wrong Turn & History’s Biggest “Butterfly Effect”

Posted on June 27, 2019 by macromon

This post seems more relevant than ever as many believe the initial conditions of today are very similar to those of the Spring and Summer of  1914. One wrong turn, one small change in initial conditions can change the course … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 16 Comments

QOTD: Fading Breton Woods = Instability – Arminio Fraga

Posted on March 19, 2019 by macromon

QOTD = Quote of the Day …with the US less dominant and less willing to provide global economic and financial leadership, systemic instability is likely to increase. As the American economic historian Charles Kindleberger famously warned, this typically occurs in … Continue reading →

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Global Risks 2019 – World Economic Forum

Posted on January 22, 2019 by macromon

Nice chart and table of what the World Economic Forum (WEF) deems as the major risks with their respective probabilities for the coming year.  Environmental, global warming and cyber are the most likely high impact events, complicated by a backdrop … Continue reading →

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The Great Disruption – Gordon Brown, Project Syndicate

Posted on January 13, 2019 by macromon

The collapsing post-War economic order is not even close to being on the radar of the market cheerleaders.  We think it is a yuuge structural risk. Priced?  Are you frickin’ kidding me? As new technologies, globalization, and growing inequality fuel … Continue reading →

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