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Recent Posts
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Category Archives: Uncategorized
Political Leanings Of Your News Source
Hat Tip: Vanessa Otero @vlotero
What Joementum Needs To Do Now
Joe Biden all but wrapped up the Democratic nomination with key wins in Florida, Illinois, and Arizona tonight. If we were advising him, which we are not, here is the next steps he should take: Get on the phone and … Continue reading
S&P500 Approaching Key Level
Just a quick heads up. The S&P500 has already taken out 2750.10, the first key Fib retracement of the 400 plus percent long bull market from Mar’09 to Feb ’20, and is now approaching another key Fibo at 2351.91, which … Continue reading
Posted in Equities, Uncategorized
Tagged Equities, Fibonacci retracement levels, Key Levels, S&P500
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A Long Way To The Bottom For Stocks
Based on the both historic price action of the two financial bubbles that have burst in the past twenty years and our favorite valuation metric — Market Capitalization-to-GDP or the Wilshire 5000 Index to Nominal GDP — stocks still have … Continue reading
“The European Union borders and the Schengen borders will be closed”
It’s becoming pretty clear to us that the world is going to look much different on the other side of this crisis. Diminished global supply chains and more nationalism. Slower growth and higher inflation. Much will depend on the outcome … Continue reading
“Lock Downs Do Work”
Six counties in the SF Bay Area ordered residents to “shelter in place.”
Take The O’Shaughnessy Challenge
Still waiting for the dawn, the sun is coming up The sun is coming up on the ocean This love is like a drop in the ocean This love is like a drop in the ocean Yahweh, Yahweh Always pain … Continue reading
Posted in Uncategorized, Whales
Tagged O'Shaughnessy Challenge, Rita Wilson, Tom Hanks
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Some Perspective
In our March 7th post, Stages Of A Pandemic: Denial, Panic, Fear, and Rationality, we suspected the country was about to move from denial to panic over the coronavirus pandemic. It sure did and infected the global markets in a … Continue reading
Global Macro Monitor 