Category Archives: Uncategorized

BFTP: Pass The NorKo, My Back Aches

Posted on February 28, 2019 by macromon

BFTP = Blast From The Past   As POTUS travels back to the States after his meeting with the North Korean leader, we are reposting a piece we wrote last April.  We were kind of lone rangers and took some … Continue reading →

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“Crowding Out” Caused The Q4 Stock Swoon

Posted on February 26, 2019 by macromon

In what we consider one of our best and most timely all-time posts, The Gathering Storm In The Treasury Market 2.0, a must-read tome on the structural changes taking place in the U.S. Treasury market, we warned at the end of last … Continue reading →

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TOTD: Baby GAAP

Posted on February 24, 2019 by macromon

Spent a few grand there myself!  Not on myself. Our moms shop at the GAAP pic.twitter.com/k7u34KgWIx — Amber Kanwar (@baystreetamber) February 24, 2019

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Week In Review – February 22

Posted on February 24, 2019 by macromon

Summary More of the same risk on.  No sellers China equities up big on stimulus and trade deal chatter Copper breaking out as economists go doom and gloom on the global economy (see charts) Commentary:   2800 on the S&P looms … Continue reading →

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Sector ETF Performance – February 22

Posted on February 24, 2019 by macromon
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Global Risk Monitor – February 22

Posted on February 24, 2019 by macromon
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Bovine Math & Physics

Posted on February 23, 2019 by macromon

Awesome!  I am a yuuuge ‘Horns fan.  Hook ’em, baby! Okay, it's more math than physics but… pic.twitter.com/tQajyVLE9u — APS Physics Central (@PhysicsCentral) February 23, 2019

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Annual Rank Change Of Top 15 Global Brands

Posted on February 23, 2019 by macromon

This is nonlinear wild.  What do you think the top global brand will be in ten years?  

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Ten Plus Great Weekend Reads – February 22

Posted on February 22, 2019 by macromon

NHere’s Why There Are So Few Short Sellers With Park Avenue Penthouses Warren Buffett Can’t Find Anything Big to Buy – WSJ Why the Fed may shift to buying Treasurys next year – MarketWatch Buybacks could be on the way to another … Continue reading →

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Getting Long Rami Malek

Posted on February 21, 2019 by macromon

Going long 100 contracts of Rami Malek to bring home the Oscar for best actor on Sunday night for his portrayal of Freddie Mercury in Bohemian Rhapsody.   Simply some of the best acting you will ever see. Here is the fundamental … Continue reading →

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