Category Archives: Uncategorized

How Coronavirus Broke the Global Economy – Bloomberg

Posted on April 14, 2020 by macromon

Bloomberg’s Stephanie Flanders speaks to U.S. economist Adam Posen and asks how governments and economists have measured up to the challenge of the coronavirus. Like this video? Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg?sub_…

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

More Projections Trump Loses His Reelection Bid

Posted on April 14, 2020 by macromon

I came across the following analysis and Tweet from Plural Vote today. Plural Vote is an independent, non-partisan, data-driven news site, run by Sean Le Van. We statistically analyze elections, current events, policy decisions, and legislation in order to get … Continue reading →

Posted in Politics, Uncategorized | Tagged | 1 Comment

How The Crisis Has Changed Consumer Spending

Posted on April 13, 2020 by macromon

  “This is the sharpest decline in consumer spending that we have ever seen,” said Luke Tilley, chief economist at Wilmington Trust. All of the charts in this article are based on a New York Times analysis of data from … Continue reading →

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Prepare For The Senate To Flip

Posted on April 13, 2020 by macromon

We think it will, and in a big way — 55 Blue Senate seats on January 1st is our prediction. Political Bets Granted 204 days to election day is an eternity in politics but we layout our analysis in the … Continue reading →

Posted in Politics, Uncategorized | Tagged | 15 Comments

Long Pitchforks And Water Cannons

Posted on April 11, 2020 by macromon

The juxtaposition of the following two tweets is absolutely stunning and just freaking… WOW! Potential Major Political Blowback  Can you imagine the political blowback that is coming if the economy doesn’t snap back soon as the levered bad actor oil … Continue reading →

Posted in Coronavirus, Uncategorized | Tagged , | 17 Comments

Chapter 11 Restructuring v. Chapter 13 Liquidation

Posted on April 9, 2020 by macromon

Know thy difference folks, lest the semantic tyrants trick you into bailing out the bad actors.  GM went through a Chapter 11 restructuring or failure but was deemed to be bailed out.  My kind of bailouts. What Is Chapter 11? … Continue reading →

Posted in Uncategorized | 4 Comments

Wall Street Has Now Morphed Into A Full Blown Soviet Sausage Factory

Posted on April 9, 2020 by macromon

To paraphrase the police officer who told me my old neighborhood had burned down during the 2017 NorCal fires,  “the markets are no more.” After the Fed announced it is bailing out junk bonds today,  Wall Street has now morphed … Continue reading →

Posted in Socialism, Uncategorized | Tagged | 69 Comments

Global Patent Race

Posted on April 7, 2020 by macromon

Of potential interest to those who follow intellectual property and innovation. Chart shows growth in number of international patents by country between 1990 and 2019. #cdnecon https://t.co/pzZmHWU0VQ — OEA Ottawa Economics 🇨🇦 (@OEAEconomics) April 7, 2020

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Classic Bear Market Bounce

Posted on April 6, 2020 by macromon

Big move today in stocks with the S&P500 closing up 7.03 percent.  We are so glad we are out of the market. We believe stocks are now in phase two of a vicious bear market, where after the initial sharp … Continue reading →

Posted in Equities, Equity, Uncategorized | Tagged , | 2 Comments

Is This The Newest & Hottest Leading Economic Indicator?

Posted on April 5, 2020 by macromon

Is this a sign of spiking consumer confidence or just a signal of a less shitty week to come? The futures markets seem to like it butt you decide.   You think the Masters of the Universe and the Algos … Continue reading →

Posted in Uncategorized | 13 Comments