Category Archives: Uncategorized

In The Age Of AI – Frontline

Posted on November 8, 2019 by macromon

This is an absolute must view, folks. If you want to understand what’s coming and the secular trends over the next fifty years, take two hours and watch Frontline’s, In The Age Of AI.   Huge return on your time.  It … Continue reading →

Posted in AI, Uncategorized | Tagged , , , | 2 Comments

Unit Labor Costs Hit 5-year High

Posted on November 6, 2019 by macromon

Back in the day, before the Great Flood [of Liquidity] and the “world went mad,” the productivity and unit labor cost release could really move the stock market.  I mean, really move the market.  The connection is through expected margins and … Continue reading →

Posted in Economics, Uncategorized | Tagged | Leave a comment

Bid Adieu To The Ownership Economy – Auto Subscriptions?

Posted on November 1, 2019 by macromon

Wow, now this!   Car subscriptions?  The end of auto dealerships? Recurring revenue is the new gold.   Microsoft was a wet dawg for years until it moved Windows Office to a monthly subscription basis, which locks in users to a monthly … Continue reading →

Posted in Apple, Uncategorized | Tagged , , | 1 Comment

Back Home And Powered Up

Posted on October 31, 2019 by macromon

I Nice to be back home with the power on.  We were under mandatory evacuation since early Sunday morning and have been without power for almost a week. Thanks to our readers for all the support. We sense a real … Continue reading →

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California Burnin’, Again

Posted on October 26, 2019 by macromon

Here we go again.  This is getting old, folks. It’s all the fault of Hillary’s emails.  The Feds just aren’t committing enough resources to find them and “the server”  and the little energy and assets spent to keep California from … Continue reading →

Posted in Uncategorized | 1 Comment

Enter The Selling Zone 2.0

Posted on October 25, 2019 by macromon

It’s that time again. No, not the now annual October fires in California (helluva a Chinese hoax, btw) we’re running from but the S&P moving into the selling zone. We are reposting a piece we published on the very day … Continue reading →

Posted in Equity, Uncategorized | 18 Comments

San Francisco Is The Tale Of Two Cities

Posted on October 23, 2019 by macromon

Q:  Why does San Francisco have so many homeless? A:   Because the City has so many billionaires.  I once had a Twitter war with a Canadian, who was spewing some nonsense from a wing-nut article that San Francisco was a … Continue reading →

Posted in Economics, Equities, Uncategorized | Tagged , | 20 Comments

China Is Now The World’s Largest Official Creditor

Posted on October 23, 2019 by macromon

Hard to believe the transformation of China over the past forty years. Just before Deng Xiaoping led a large Chinese delegation in 1974 to a special session of the United Nations,  the story goes, the government made a frantic search through … Continue reading →

Posted in China, Uncategorized | Tagged , , , | 4 Comments

The Fall Classic Cometh – Go Nats!

Posted on October 22, 2019 by macromon

Wow!  I can’t believe it’s been a year since we posted the following piece on the World Series, which begins tonight.  The Houston Astros take on the NL champs, the Washington Nationals in the best of seven games.   Washington, D.C. … Continue reading →

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Time To Start Discounting A Hard Left Turn

Posted on October 21, 2019 by macromon

 “I don’t like the Democrats, but Trump is destroying the Republic!  – Retired Four-Star General (See Admiral McRaven’s editoral below)  Last week was a very bad week for President Trump and may, in hindsight, be the tipping point of his … Continue reading →

Posted in Politics, Uncategorized | Tagged , , | 12 Comments