Category Archives: Uncategorized

One Of Our Best Trades Ever – Mike Trout

Posted on April 23, 2019 by macromon

The first time we ever saw Mike Trout play baseball it was like watching the real-life version of The Natural,  and thought someday people will say, There goes [Mike Trout] the best there ever was in this game – Roy … Continue reading →

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

The Most Successful “Garage Band” Companies

Posted on April 23, 2019 by macromon

That we are aware of… Apple Steve Jobs and Steve Wozniak had withdrawn from Reed College and UC Berkeley respectively by 1975. Wozniak designed a video terminal that he could use to log on to the minicomputers at Call Computer. Alex Kamradt commissioned the design and sold … Continue reading →

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

Mueller Report: Hollywood Can’t Make This Stuff Up

Posted on April 22, 2019 by macromon

Wow!   We are still digesting the full redacted version of the Mueller Report. We only had to get through the first few pages within an hour of its release on Thursday for us to conclude the House Democrats will have … Continue reading →

Posted in Politics, President Trump, Uncategorized | Tagged | Leave a comment

BFTP: How Sustainable Is Earnings Growth?

Posted on April 22, 2019 by macromon

BFTP: Blast From The Past We posted the following last May when earnings and the market were all lathered up and on a sugar high induced by the corporate tax cut and weaker dollar in 2017.  Our lack of confidence … Continue reading →

Posted in Dollar, Earnings, Uncategorized | Tagged , , , | 1 Comment

Remain In A Landslide

Posted on April 19, 2019 by macromon

The latest Comres poll revealed that Remain would now win by 58 per cent to 42 per cent of the vote.  – CityAM

Posted in Brexit, Uncategorized | Tagged | Leave a comment

Predictions Market On Fed Nominees

Posted on April 18, 2019 by macromon

Prediction markets not pricing the confirmation of Stephen Moore and Herman Cain to the Federal Reserve Board.  Stay tuned.  

Posted in Fed, Monetary Policy, Uncategorized | Tagged , | Leave a comment

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 →

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

The Free Rider Problem

Posted on April 16, 2019 by macromon

DTTFI – Desperately trying to fix it! 

Posted in Economics, Uncategorized | Tagged | Leave a comment

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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