Category Archives: Uncategorized

Father of Great Gatsby Curve, Alan Krueger, R.I.P.

We’re shocked at the passing of economist Alan Krueger.   Great economist and great guy.  Way too young to leave us. He will be missed. GMM sends thoughts and prayers to his family,  Lisa Simon, Benjamin, and Sydney. Love his Great … Continue reading →

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Rory It Is…

The Irishman, Rory McIlroy wins the Players Championship at the TPC Sawgrass in Florida on St. Patrick’s Day with a score of 16 under par.  How cool is that? I think our “Unleash the Leprechauns!” chant and blessing helped him … Continue reading →

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Week In Review – March 15

Summary Bond yields mostly lower on the week as global growth expectations ratchet downward and yield chasing back in vogue, led by Brazil Credit spreads tighter led by lower-tier credits Major Latin FX rebounds after a few weeks of weakness … Continue reading →

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NASA’s Pot of Gold

Is there a pot of gold at the end of a green aurora? We're not sure, but these green lights are perfect for the #StPatricksDay holiday: https://t.co/vdxQ9QmhOR pic.twitter.com/vUKHMBSOjj — NASA (@NASA) March 17, 2019

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Sector ETF Performance – March 15

 

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Global Risk Monitor – March 15

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QOTD: Turkey/Eagle Flight Convergence During QE

QOTD = Quote of the Day Central banks have inflated the entire market: it has been impossible to pick winners. – FT

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Ten Plus Plus Great Weekend Reads – March 15

Markets Active investors are depressed, but not depressed enough – FT Over his long and illustrious career, Mr Buffett has beaten the market handily, but over the past 10 years, the return of Berkshire Hathaway shares is 274 per cent. … Continue reading →

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Careful When Locking Horns

Bull or bear … eventually the market comes for you when you least expect it pic.twitter.com/XXHlxqskl8 — ɢᴜʀᴜʜᴀᴠᴇɴ (@GuruHavenHQ) March 14, 2019

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QOTD: Just The Facts Ma’am

QOTD:  Quote of the Day   Court is one of those places where facts still matter – Judge Amy Berman Jackson,  March 13, 2019 Why do we believe Judge Jackson’s quote will be carved in stone, though the words may live … Continue reading →

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