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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Category Archives: Uncategorized
QOTD: Beautiful Or Bleak America?
QOTD: Quote of the Day One of the most profound quotes I have come across recently from a best friend, fellow economist, and member of my Socratic Club, a debating society I have belonged for over twenty years. … Continue reading
America’s Reality Show Gets Real: The Moment I Knew America Was In Trouble
Summary The U.S. stock market is the most overvalued in history using our valuation metric of stock market capitalization-to-GDP The U.S. has failed to address four major issues, which have now passed their tipping points and has destabilized the American … Continue reading
Microsoft’s New Market Narrative
Why Microsoft Should Be a Cornerstone In All Portfolios By Carol K. First, let me state unequivocally I am NOT a Microsoft (MSFT) product fangirl. Since 2005, I have only purchased Apple (AAPL) products for myself and my children. Nevertheless, … Continue reading
Time To Fear The American Street
I used to go home every night as a young Wall Street trader worried about how instability on the “Arab Street” would adversely impact my long unhedged positions. If you have been a reader of the Global Macro Monitor over … Continue reading
SOTD: Strange Days Indeed
SOTD – Song of the Day One of readers was incredibly perceptive to pick up a line in our last post, Cue The Economic Recovery, and attribute it to this Lennon song. Gaaawd, John was good! Hat Tip: Matthew Lamb
Cue The Economic Recovery
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
Steph Curry Is Priceless
This is must view, folks….
One Of Our Best Trades Ever – Mike Trout
While we are reposting, we thought we’d take a victory lap circle of the bases. The following was originally posted on April 23, 2019, which was a victory lap of a repost from 2012, We’re buyers of Mike Trout’s rookie card. … Continue reading
