Category Archives: Uncategorized

Impeachment Market – The Only Market That Matters Now

Posted on April 18, 2019 by macromon

Taking a break from Holy Week to sift through the Mueller Report. It is going to be very difficult, in our opinion,  for the House Judiciary Committee (HJC)  not to proceed with impeachment hearings.  If they begin, the Democrats will have … Continue reading →

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The Free Rider Problem

Posted on April 16, 2019 by macromon

DTTFI – Desperately trying to fix it! 

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He’s Back!

Posted on April 14, 2019 by macromon

    But can he reverse this,                                     Hat Tip: @PlanMaestro  and this,                      … Continue reading →

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Is Trump Chasing Venezuelan Stocks?

Posted on April 14, 2019 by macromon

Trump’s relentless pounding of the Fed for not pumping the stock market is concerning if not downright scary.  Makes us think he is envious of the YTD  500 plus percent return of the Caracas Stock Market Index (IBVC) and wants … Continue reading →

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Sunday Afternoon At The Masters?

Posted on April 13, 2019 by macromon

The video is a compilation of tonight’s sweet dreams of those at the top of the Leaderboard at Augusta.

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What Is The Message Of The Bond Market? Nuttin’!

Posted on April 13, 2019 by macromon

Check this out. The Greek 5-year now trading through the U.S. 5-year yield.   Absurd. Italian 10-years now through the U.S., Portugal 10-year is trading 140 bps through the U.S.?   WTF?     We laugh when the Flat Earth Yield … Continue reading →

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The Brexit Dynamic

Posted on April 13, 2019 by macromon

Interesting take on Brexit from the people that matter. The main reason why Parliament is having such a tough go at Brexit is that many Brits have changed their positions and would now reverse their vote from leave to remain. … Continue reading →

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Loving The Masters

Posted on April 12, 2019 by macromon

Switching topics… Who did this? pic.twitter.com/5uZekurRI9 — Tracy (𝒞𝒽𝒾 ) (@chigrl) April 12, 2019

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Shrinkflation?

Posted on April 12, 2019 by macromon

Hit Tip:  El-Elrian We have always been critical of how the government measures inflation and are flabbergasted by this constant fear and loathing of the talking heads the economy is in or on the brink of deflation, If Mohamed purchased … Continue reading →

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Ray Dalio says wealth inequality is a national emergency

Posted on April 10, 2019 by macromon

The founder of the most successful hedge fund in the world says capitalism needs to be reformed and that the American dream is lost.  – 60 Minutes Click here for the full interview

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