Category Archives: Uncategorized

Ignore The Bond Market Flapdoodle

CK is still in the fight of her life.  Again, we ask that everybody, everywhere please bring all and whatever you got in the form of prayers, thoughts, positive energy, manifestations, visualizations, anything and everything with powerful intensity her way. … Continue reading

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Godspeed, CK

Our Carol K. is entering a critical phase in her health battle. Everybody, everywhere please bring all and whatever you got in the form of prayers, thoughts, positive energy, manifestations, visualizations, anything and everything with powerful intensity her way. She … Continue reading

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Real Trees Don’t Grow To The Sky

Our Carol K. starts her new procedure tomorrow to fight off her AML. Come on, world, let’s will her to heath! You go, girl! Check out the “spectacular” (ht/ CK) roundtrip in the price of lumber this year. After rising … Continue reading

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Core 3-Month Inflation Running At 10.52% Annualized

Our beloved Carol K. starts a new risky treatment this week to try and conquer her serious illness.  Everyone at GMM and all of our readers are with you, girlfriend!   Can’t wait to hear the Chairman justify zero rate policy … Continue reading

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Risky Biz: Taiwan & South Korea’s Low Vax Rates

Just a follow-up to our last post, Will The Delta Variant Shut Down The Economy?, take a look at how surprisingly low Taiwan and South Korea’s fully vaccinated populations are.  Taiwan’s rate is so low, that we suspect (with little … Continue reading

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Will The Delta Variant Shut Down The Economy?

NFW!  Tune out the nonsense, turn off the news, and stick to the data, folks.  The Wall Street clowns are at it again, spreading fear and loathing about the new strain of COVID, the Delta variant, retrofitting a new negative … Continue reading

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China Rising, Globalization Fading

Great video, well worth your 10 minutes. Any guesses of the impact on inflation/deflation?

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Real Patriots Worried On This July 4th

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 the past … Continue reading

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

One wrong turn, one small change in initial conditions can change the course of history enormously.  Even very true on a personal basis.  #CKStrong Originally Posted on June 27, 2017 The butterfly effect is the concept that small causes can have … Continue reading

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China’s Baby Problem Becoming An Economic Headwind

The following video is very informative, and I don’t think I have seen a better argument for keeping the government out of the bedroom. We live in a world of politics and/or government policy gone crazy with zero contemplation of … Continue reading

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