Category Archives: Politics

Meet Me In St. Louis Not On The Streets Of Philadelphia

Posted on March 14, 2020 by macromon

Source: Shane Oliver  @ShaneOliverAMP This is about as close as we will get to a pure lab experiment measuring the efficacy nonpharmaceutical interventions (NPIs) intended to reduce infectious contacts, folks. The 1918 influenza pandemic resulted an estimated 500,000–675,000 deaths in … Continue reading →

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

Congress Considering Shutting Down?

Posted on March 8, 2020 by macromon

One branch of the federal government tells us to buy the dip as the coronavirus is contained and is a hoax hyped by the Democrats while another branch is considering measures to protect itself, including shutting down.   Not exactly a … Continue reading →

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Sixpence Lower

Posted on March 3, 2020 by macromon

We noted how V.P. Mike Pence, the Administration’s coronavirus czar, is tanking in the prediction markets that he will remain on the Republican ticket in November.  Sixpence lower today and down over 17 percent since he was appointed to be, … Continue reading →

Posted in Politics, Uncategorized | Tagged , | 1 Comment

Low-Cost Universal Health Care With A Record Budget Surplus?

Posted on February 11, 2020 by macromon

How can it be?      See the full DW article here The following video on the German health care system is a must view, folks. Take the 10 minutes and watch. If not, study the charts. The German system … Continue reading →

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Our Kafkaesque World Encapsulated In One Tweet/Video

Posted on January 31, 2020 by macromon

See here for a good primer on the term Kafkaesque. “So disorienting and illogical” Screening for guns but no screen if you’re packing at the state Capitol.   WTF? That’s less than a chip shot away from the logic of the … Continue reading →

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The Black Swan Chart Of 2020

Posted on January 20, 2020 by macromon

  The surprising outcome of the 2020 presidential election may be, OK, Boomer.  It’s time to pass the torch of leadership to a new generation.    The younger generations dwarf the boomers in terms of sheer numbers but they have … Continue reading →

Posted in Politics, Uncategorized | Tagged , | 3 Comments

The Best MLK Weekend Of All-Time

Posted on January 17, 2020 by macromon

We are reposting this in honor of Dr. King, a truly great American. Originally Posted on January 21, 2019 During my Lehman days as a bond strategist, the firm’s research group would do a January roadshow in many of America’s major … Continue reading →

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Stock Market Returns And Presidents – Beware Of Averaging

Posted on January 5, 2020 by macromon

We have warned about looking at averages (see here), especially with such skewed distributions and how a couple outliers can greatly distort this most common statistical metric. Real Life Macro Economy Example:  2019 Q1:  Average U.S. Household Wealth =  $803.3K … Continue reading →

Posted in Equities, Politics, President Trump, Uncategorized | Tagged , , | 3 Comments

Creative Destruction 3.0 Meets Roaring ’20s 2.0

Posted on January 2, 2020 by macromon

Creative destruction refers to the incessant product and process innovation mechanism by which new production units replace outdated ones. It was coined by Joseph Schumpeter (1942), who considered it ‘the essential fact about capitalism’. The process of Schumpeterian creative destruction … Continue reading →

Posted in Economics, Employment, Energy, Policy, Politics, Technology | Tagged , , , | Leave a comment

Daily Tracking Poll Now At +16 For Trump’s Removal

Posted on December 28, 2019 by macromon

This MSN daily tracking poll is often cited by the Drudge Report.  On Christmas Day, Drudge ran this: CHRISTMAS SHOCK POLL: 55% SUPPORT REMOVAL OF TRUMP Is anyone watching? Is it a fake poll? Are the Republican Senators watching and … Continue reading →

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