Category Archives: Uncategorized

GMM’s Global Reach

Posted on January 1, 2020 by macromon

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

Posted on January 1, 2020 by macromon

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

Posted on December 29, 2019 by macromon
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COTD: Top Five Skills For Tomorrow’s Jobs

Posted on December 29, 2019 by macromon

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?

Posted on December 29, 2019 by macromon

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

Posted on December 28, 2019 by macromon

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 →

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

Stock Jocks All Lathered Up Over This?

Posted on December 26, 2019 by macromon

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!

Posted on December 26, 2019 by macromon

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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Keeping Stock Market Returns In Perspective

Posted on December 20, 2019 by macromon

We just want to pass on some data to keep this year’s stock rally in perspective.  We are seeing a lot super giddy behavior out there as the S&P500 makes a new all-time high but…wait for it…at record high valuations … Continue reading →

Posted in Equities, Uncategorized | Tagged | 1 Comment

About That Inverted Yield Curve, Coming Recession, and Repopocalypse

Posted on December 19, 2019 by macromon

Why did yield curve inversion fail as recession predictor in 2019? (i) QE1, QE2, QE3, Operation Twist 1.0 & 2.0, forward guidance mean inversion signal is not what it once was; (ii) US-China tariff headlines drove inversion, economic fall-out from … Continue reading →

Posted in Bonds, Fed, Uncategorized | Tagged , | 2 Comments