Category Archives: Uncategorized

Copper Flop

Posted on January 28, 2020 by macromon

If true, quite an impressive slump… This is nuts Copper has fallen for 10-straight days, the worst run since at least 1986!https://t.co/033iSKPJHm pic.twitter.com/DoYvTovIeG — Thomas Biesheuvel (@tbiesheuvel) January 28, 2020  

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iPhone Back To Positive Revenue Growth, Will The Stock Return To Fundamentals?

Posted on January 28, 2020 by macromon

Apple’s stock has been on a tear ever since the company’s quarterly year-on-year iPhone revenue growth went negative.  Of course, the market had anticipated it and sold-off prior to the hard data coming out.   As the following chart illustrates,  Apple’s … Continue reading →

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Keep On Rockin’ In The Free World

Posted on January 25, 2020 by macromon

“No warning on earth can save people determined to grow suddenly rich.” – Lord Overstone Just to put things into perspective. Combined mkt cap of #Apple and #Microsoft is now $400bn larger than the entire German stock market value. pic.twitter.com/tXeg1UTthz … Continue reading →

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Coronavirus Spreading To Heart of China Manufacturing

Posted on January 25, 2020 by macromon

BREAKING: Shantou, a city in Guangdong province with nearly 5.5 million people, will be put on total lockdown from midnight — BNO News (@BNOFeed) January 26, 2020 Coronavirus scare starting to hit big manufacturing cities and is definitely going to … Continue reading →

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Panic Spreads In The Twitterati

Posted on January 25, 2020 by macromon

The following Tweet is startling.  Dr. Feigl-Ding is from Harvard. Make sure to watch the video we posted earlier for background on defining R0. https://twitter.com/drericding/status/1220919589623803905?s=21  

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Global Auto Sector Hit Hard By Coronavirus

Posted on January 25, 2020 by macromon

By Taleb’s pure definition, the Coronavirus is a true “Black Swan.” The first cases of the pneumonia-like coronavirus were reported in Wuhan, China on Dec. 31, 2019. Since then, the virus has spread to various other countries, including Thailand, Japan, … Continue reading →

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Very Informative Update On Coronavirus

Posted on January 25, 2020 by macromon

 

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What Is Coronavirus?

Posted on January 22, 2020 by macromon

What exactly is coronavirus? Here's what you need to know about the China-linked mystery illness now confirmed in the U.S. pic.twitter.com/caaUP764uu — Bloomberg Originals (@bbgoriginals) January 22, 2020

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Paul Tudor Jones Interview

Posted on January 21, 2020 by macromon

I worked for one of the greatest global macro traders of all-time and almost went to work for this one.  PTJ is the best.  

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QOTD: Did Boomers Burn Down The House?

Posted on January 21, 2020 by macromon

QOTD = Quote of the Day It’s kind of stunning how Time Magazine’s Person of the Year, a “very angry” 17-year old Swedish teenage girl diagnosed with Asperger syndrome, obsessive-compulsive disorder (OCD), and selective mutism, can trigger the President of the United States,  many … Continue reading →

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