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Category Archives: Uncategorized
COTD: China’s Social Credit Score System
COTD: Chart of the Day Background: The Social Credit System (Chinese: 社会信用体系; pinyin: shèhuì xìnyòng tǐxì) is a national reputation system being developed by the Chinese government. The program initiated regional trials in 2009, before launching a national pilot with eight credit scoring firms in 2014. In 2018, these … Continue reading
Stock Market Returns And Presidents – Beware Of Averaging
We have warned about looking at averages (see here), especially with such skewed distributions and how a couple outliers can greatly distort this most common statistical metric. Real Life Macro Economy Example: 2019 Q1: Average U.S. Household Wealth = $803.3K … Continue reading
If War Comes, It Won’t Be Your Father’s War
Just a heads up and reminder, folks. Do some homework. SAN JOSE, Calif. (AP) — Security researcher Brian Wallace was on the trail of hackers who had snatched a California university’s housing files when he stumbled into a larger nightmare: … Continue reading
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.
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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Global Macro Monitor 