Category Archives: Uncategorized

Exponential Growth 2.0

Posted on March 15, 2020 by macromon
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Meet Me In St. Louis Not On The Streets Of Philadelphia

Posted on March 14, 2020 by macromon

Source: Shane Oliver  @ShaneOliverAMP This is about as close as we will get to a pure lab experiment measuring the efficacy nonpharmaceutical interventions (NPIs) intended to reduce infectious contacts, folks. The 1918 influenza pandemic resulted an estimated 500,000–675,000 deaths in … Continue reading →

Posted in Coronavirus, Economics, Politics, Uncategorized | Tagged , , | 1 Comment

No Time For A Victory Lap

Posted on March 13, 2020 by macromon

President Trump gave the market what it was looking for today with a laser focus on containing the coronavirus and enlisting the private sector in the battle.   No focus on the stock market during the entire presser, which is, ironically,  … Continue reading →

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Godspeed, Tom Hanks

Posted on March 13, 2020 by macromon

  pic.twitter.com/N80c1tSSxE — Tom Hanks (@tomhanks) March 13, 2020

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President Reagan On The ’87 Stock Market Crash

Posted on March 12, 2020 by macromon

We are reposting this piece.  History rhymes.  The U.S. was in the midst of conflict with Iran during the 1987 crash as we are today. The Fed tried to stem the selling today and who knows what would have happened … Continue reading →

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Trump & Co Must Abandon The Stock Market To Save It

Posted on March 12, 2020 by macromon

No bottom in stocks or the economy until the test kits are ubiquitous.   We believe markets want an aggressive plan and action to treat the disease rather than focusing on the symptoms. Then markets will take care of themselves and … Continue reading →

Posted in Bonds, Equities, Inflation/Deflation, Interest Rates, Uncategorized | Tagged , , | 1 Comment

Mr. Market Wants What Korea’s Got

Posted on March 10, 2020 by macromon

They did not cut taxes. They did not bail out companies. They just attacked the public health emergency. The way to enable economic recovery is focus on public health. https://t.co/9avqBJ9hLX — Brian Schatz (@brianschatz) March 10, 2020

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Potential Next Steps In The Coronavirus Crisis

Posted on March 10, 2020 by macromon

Washinton state lays out the next potential steps ” as its public-health officials are “at the ready” to order involuntary isolation and quarantines and are considering cancellation of major public events. Patty Hayes, director of Public Health — Seattle & … Continue reading →

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Trump’s Presser Turns S&P Futures

Posted on March 9, 2020 by macromon

The S&P futures contract has turned up after President Trump’s press conference, which he laid out an economic relief plan, including payroll tax cuts. The contract has moved in almost a 100 point range or 3.5 percent in the 90 … Continue reading →

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Prediction Markets Begin To Price Blue Wave And Female VEEP

Posted on March 9, 2020 by macromon

Big moves on PredictIt in the past week and starting to price a Blue Wave in the November election. The Democratic House & Senate contract is up almost 70 percent since March 1 after Montana Gov. Steve Bullock (D) put … Continue reading →

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