Category Archives: Uncategorized

“I Have Never Seen Such A Strong Market”

Posted on April 26, 2020 by macromon

For oil storage. Watch the CEO of Nordic American Tankers (NAT) quote Cramer $70k per day to lease an oil tanker.  Buy spot/sell forward and that arb should drive the forward/futures premium relatively close to the cost of carry. Traded … Continue reading →

Posted in Crude Oil, Uncategorized | Tagged , , | 1 Comment

COVID Deaths Could Be Almost 60% Higher Than Official Count

Posted on April 26, 2020 by macromon

Here is something we suspected for some time and now has been measured by the FT analysts. The noisier the data, it is best to focus on trends and not single data.   The death toll from coronavirus may be … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

How Italy Plans To Reopen The Economy

Posted on April 26, 2020 by macromon

https://twitter.com/MKWilliamsRome/status/1254486320401047552?s=20  

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

COTD: Size Of The COVID Lockdowns

Posted on April 26, 2020 by macromon

COTD = Chart of the Day

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

America’s Bearish Day At The Beach

Posted on April 25, 2020 by macromon

Summary  We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , , | 11 Comments

Capitalism Has Changed Forever

Posted on April 23, 2020 by macromon

Another must view. “Capitalism as we know it will likely be changed forever.” Here are some of the “lasting implications” investor Leon Cooperman sees from the coronavirus crisis. https://t.co/JIUDFQ30FW pic.twitter.com/vdwgy3lYPn — CNBC (@CNBC) April 23, 2020

Posted in Uncategorized | 1 Comment

Intel Reports Factors Operating With > 90% On-Time Deliveries

Posted on April 23, 2020 by macromon

Intel reported AH and is trading down over 5 percent on weaker than expected margin guidance, or whatever you want to assign to the price noise. The outlook, at least to us, for the semis and the electronics industry, in … Continue reading →

Posted in Technology, Uncategorized | Tagged , | 1 Comment

Chamath Nails It

Posted on April 23, 2020 by macromon

This dude is Churchillian.  Prolific and strike right at the heart of the issue.  Must view. I sense big regulatory reforms coming for Wall Street when the next Administration comes to power.  It will probably  begin with capital gains tax … Continue reading →

Posted in Uncategorized | 1 Comment

American Kakistocracy

Posted on April 23, 2020 by macromon

Kakistocracy is a system of government that is run by the worst, least qualified, and/or most unscrupulous citizens. The word was coined as early as the seventeenth century, but gained significant use in the first decades of the 20th century to … Continue reading →

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The Plan Is, There Is No Plan

Posted on April 21, 2020 by macromon

None, nada, just more Potemkin noise, the hallmark of this administration, coupled with massive gaslighting.  It’s up to the Governors now to get it right and land the plane. The Trump campaign strategy now seems to be keep whiping up the … Continue reading →

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | 7 Comments