Category Archives: Uncategorized

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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When Mexico’s President Tried To Get Me Fired

Posted on April 7, 2019 by macromon

The Lunch That Changed My Career Shortly after joining a major money center bank as a young twenty-something economist, fresh from grad school and the World Bank, my boss instructed me to have lunch with two women, who were touring … Continue reading →

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Yes, Virginia, There is a Santa Claus!

Posted on April 6, 2019 by macromon

  Unbelievable last two second comeback to send the Cavs to the NCAA Final against Texas Tech.   The pressure pushing down on Kyle Guy…hits six points in the last seven seconds, including three free throws with less than one … Continue reading →

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The Hummingbird Project – Movie Trailer

Posted on April 6, 2019 by macromon

Just back from The Hummingbird Project flick.   Man, have Wall Street movies changed. Vincent (Jesse Eisenberg) and his cousin Anton (Alexander Skarsgard) want to run a fiber-optic cable from Kansas to stock exchange servers in New Jersey, securing a millisecond … Continue reading →

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Is “Obama Envy” Driving Trump’s Call For QE4?

Posted on April 6, 2019 by macromon

We are still dazed and a bit livid over President Trump’s call for QE4, and increasingly perplexed how the market just takes such absurdities, including his latest nominees to the Fed, in stride.  Is .999 percent the next target for … Continue reading →

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