Category Archives: Uncategorized

U.S. Manufacturing ISM At 10-year Low

December PMI registered 47.2 percent, a decrease of 0.9 percentage point from the November reading of 48.1 percent, the lowest reading since June 2009’s 46.3 percent. New Orders Index came in at 46.8 percent, a decrease of 0.4 percentage points … Continue reading

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The August 1914 Question…

Growing complicated entanglement (even in Venezuela) and an increasingly isolated America.  Geopolitical toxic cocktail.  We are upping our concern slightly for the country’s power grid as Tehran may, though unlikely, now have the ability to turn out the lights in … Continue reading

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GMM’s Global Reach

A special thanks to all our readers who tuned into the Global Macro Monitor in 2019.  We are stunned just how small the world has become with the advent of the internet in the past two decads.  Everybody now has … Continue reading

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Global Risk Monitor – Year-End

We are resurrecting our Global Risk Monitor, which tracks several, what we believe to be, the key global stock markets, interest rates, currencies, and commodities.  The tables will be updated on a weekly basis and provided to our subscribers.   

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Elon Musk: The Man, The Myth, The Meme – Bloomberg

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COTD: Top Five Skills For Tomorrow’s Jobs

COTD = Chart of the Day A quantum of change is coming. As the age of automation takes hold, both young people entering the workforce and those already established in their careers are fretting about the rise of the machines.  … Continue reading

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Why Is Everyone Busting Buffett’s Balls?

Amazing how the FinTwits, not all, are busting Warren’s jewels for holding $100 plus billion in cash and underperforming in this latest blowoff. Assuming the info in the following Tweet is true, and it does  pass the smell test but … Continue reading

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Daily Tracking Poll Now At +16 For Trump’s Removal

This MSN daily tracking poll is often cited by the Drudge Report.  On Christmas Day, Drudge ran this: CHRISTMAS SHOCK POLL: 55% SUPPORT REMOVAL OF TRUMP Is anyone watching? Is it a fake poll? Are the Republican Senators watching and … Continue reading

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Stock Jocks All Lathered Up Over This?

Baby it’s cold frothy outside! Even with the "phase one" deal in effect, Trump will have increased the average US tariff on imports from China to 19.3% from 3% in January 2018, before the trade war started. pic.twitter.com/GhcCorhVRy — Peterson … Continue reading

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It’s The Genes, Stupid!

To paraphrase James Carville, strategist for then presidential candidate Bill Clinton in 1992 to explain, what we think is the epidemic currently spreading through America’s body politic.  Very disturbing. Recall we redefined the current political spectrum – fact based versus … Continue reading

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