Category Archives: Uncategorized

OM Frickin’ G!

Posted on February 2, 2019 by macromon

The sphoon_phork lets you look at your phone while you eat pic.twitter.com/8mSNPtmRWv — The Independent (@Independent) February 2, 2019

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Ten Excellent Weekend Reads

Posted on February 1, 2019 by macromon

Rams by 10 Stay tuned for our announcement on dealing with the free riders. Hint: “Build That Wall!”  Time to step it up and make that contribution to GMM.  Click on PayPal widget to the right.  Deutsche Bank, Again Source:  … Continue reading →

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Trade Talks & The Chinese New Year: The Year Of the Pig [In A Poke]

Posted on February 1, 2019 by macromon

  ‘Don’t buy a pig in a poke’ might seem odd and archaic language. It’s true that the phrase is very old, but actually it can be taken quite literally and remains good advice. The advice being given is ‘don’t … Continue reading →

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January In Review

Posted on January 31, 2019 by macromon

The reverse image of December and 2018.   Genius markets, no?    

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The “Venda la Casa” Moment Approaches

Posted on January 31, 2019 by macromon

After getting schmoked in some premature S&P shorts last week, we stated in our Week In Review over the weekend, We expect the S&P to take out the recent high at 2675.47 and then set its sight on 2710-2720, which … Continue reading →

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Happy Birthday, Jackie

Posted on January 31, 2019 by macromon

One of the all-time great Americans. Today marks what would have been Jackie Robinson’s 100th birthday. From rural Georgia, to the Pasadena gridiron, to Ebbets Field and beyond, Jackie left an indelible mark on the world. We remember him today … Continue reading →

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Why are so many US college students homeless?

Posted on January 30, 2019 by macromon

Two-speed economies everywhere you look. Young And Left Do you wonder why the young are moving lefty? The one percenters better start stepping up making social investments to generate a more stable future society in order to protect their wealth.  … Continue reading →

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The Fed Is Done…

Posted on January 30, 2019 by macromon

I think I heard Powell just say in the QA that the Fed is finished raising rates.   Rather stunning given the real fed funds rate is close to zero, coupled with his statement economy is doing well. Markets should rally … Continue reading →

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Fed’s Failure To Communicate, Markets’ Failure To Count

Posted on January 29, 2019 by macromon

Not to beat a dead horse but the following example just reinforces our last post. What the market perceives, Investors who are hoping the Federal Reserve signals a change or adjustment in its balance sheet policy on Wednesday are likely … Continue reading →

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How Chair Powell Could Spark A Massive Rally By Doing Nothing

Posted on January 29, 2019 by macromon

Summary The market is irrationally obsessed with the “$600 billion” annual roll-off in the Fed’s balance sheet The actual reduction in the balance sheet will be much smaller and is determined by the profile of monthly Treasury and MBS securities … Continue reading →

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