Category Archives: Uncategorized

Is Real Populism On The Way?

Posted on November 22, 2019 by macromon

The new cover of Time thinks so. Real populism is usually rooted in left-wing economic policies of soaking the rich, import-substitution trade policies and zero concern of protecting the wealth of the elites, which is mostly held in the financial genre of … Continue reading →

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Ronald Reagan Must Be Rolling Over In His Grave

Posted on November 21, 2019 by macromon

There are facts, as established and documented in the Mueller Report, and there are conspiracies, created and propagated by the Russian GRU and Vladimir Putin, and held by the President of the United States and his followers. The Russia expert … Continue reading →

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This “Chinese Hoax” Is Already Getting Old But Just Beginning

Posted on November 19, 2019 by macromon

The concept of global warming was created by and for the Chinese in order to make U.S. manufacturing non-competitive. — Donald J. Trump (@realDonaldTrump) November 6, 2012 Our power is going to be shut off again.  That’s three times in … Continue reading →

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World Growth Projections – IMF

Posted on November 19, 2019 by macromon

In case you missed the IMF World Economic Outlook (WEO) growth projections,  here you have it.  Forecasts are a guide, not a constitution.  

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COTD: Recession Triggers

Posted on November 19, 2019 by macromon

COTD = Chart of the Day Nice chart from Mark Zandi from Moody’s Analytics.

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Welcome To The Forever Trade War

Posted on November 18, 2019 by macromon

Are you surprised?  We’re not (see our repost below). Mood in Beijing about #trade deal is pessimistic, government source tells me. #China troubled after Trump said no tariff rollback. (China thought both had agreed in principle.) Strategy now to talk … Continue reading →

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Whatever Happened To “Buy Low, Sell High?”

Posted on November 18, 2019 by macromon

Stock prices are very high and, clearly, Warren Buffett is not a practitioner of the “greater fool theory,” which have made many a trader short-term rich and long-term poor.  Our long-term money and view (until the market breaks) is with … Continue reading →

Posted in Equities, Uncategorized, Whales | Tagged | 24 Comments

GDP Now Takes Q4 Forecast Down To 0.3 Percent From 1.0 Percent

Posted on November 15, 2019 by macromon

The Atlanta Fed’s GDPNow dropped its forecast of Q4 growth to just 0.3% from 1.0 percent. The New York Fed’s GDP Nowcast is showing a gain of 0.4%. Today’s two economic releases indicating lackluster retail sales, consumers purchases of big-ticket … Continue reading →

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The Night the Red Light Went Out in Georgia?

Posted on November 14, 2019 by macromon

Is Roxane about to put off the Republican red light in Georgia? Stunning New Poll In Georgia It ain’t over ‘til it’s over but the latest polling data from the Atlanta Journal-Constitution is nothing less than stunning.   A Republican presidential candidate has only … Continue reading →

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How Central Banks Steal From Savers

Posted on November 14, 2019 by macromon

This chart is an incredible disgrace and illustrates how conservative savers, especially seniors, have been robbed by the central bankers.  Christine Lagarde’s recent comment fueled our ire, We should be happier to have a job than to have our savings … Continue reading →

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