Category Archives: President Trump

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

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 →

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Beware Shorting Impeachments

Posted on September 24, 2019 by macromon

Reposting a piece from a few years back to provide some market perspective on today’s news.  There are a confluence of events, not just political instability, of why we believe stocks are headed lower, including valuations and the shifting of … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged , , | 2 Comments

Mueller Report: Hollywood Can’t Make This Stuff Up

Posted on April 22, 2019 by macromon

Wow!   We are still digesting the full redacted version of the Mueller Report. We only had to get through the first few pages within an hour of its release on Thursday for us to conclude the House Democrats will have … Continue reading →

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Tweet el Xi and Tweet el Jung?

Posted on March 2, 2019 by macromon

We are a bit confused about last night’s POTUS tweet asking China to remove tariffs immediately on agricultural products.   We know the president is under tremendous pressure from farmers who are losing their arse and their farms in his trade … Continue reading →

Posted in President Trump, Trade War, Uncategorized | Tagged , , , | 3 Comments

Happy Presidents Day: Jefferson’s Message To Millennials

Posted on February 18, 2019 by macromon

Happy President’s Day! Summary of Jefferson’s Message To Millennials Change the estate laws Debt should not be valid and passed on to the next generation The Constitution should be rewritten for every generation Jefferson In Paris Thomas Jefferson,  America’s third … Continue reading →

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Divining POTUS Tweets

Posted on January 23, 2019 by macromon

The new haruspicy. What keeps a short seller up at night?  What else?  POTUS tweets! Is this a signal he is ready to cave on the shutdown? I look forward to giving a “great” State of the Union Address in … Continue reading →

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Germany’s “Sneaky Left Hook”

Posted on November 5, 2018 by macromon

Interesting feedback from a GMM reader about our recent post on the silent rise of Germany’s Green Party,  As Everyone Looks Right, Germany Is Swinging Left, “That is interesting. This article alone makes my subscription worth it. Not a WORD of this … Continue reading →

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It Could Never Happen Here…But It Is

Posted on November 4, 2018 by macromon

Fareed nails it this morning.   Wake up, AmeriKA! If the country doesn’t repudiate this on Tuesday, the country and the world goes much darker and is in deep, deep doo-doo. Soros is the perfect bogeyman for conspiracy theorists. He is … Continue reading →

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Welcome To The Club, Mr. President

Posted on October 30, 2018 by macromon

An antagonistic free press is part of the job description, no? President Trump – October 26, 2018   Whenever the press quits abusing me I know I’m in the wrong pew. I don’t mind it because when they throw bricks … Continue reading →

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