Category Archives: Uncategorized

Distorted Inflation Data & Dynamic Pricing

Posted on September 16, 2018 by macromon

Just bought Bob Woodward’s new book for a birthday gift from Amazon yesterday for $18.00.  I tried to buy another one this morning and was quoted a price of  $19.32 per book.   That’s Venezuela-esque inflation, folks.  Works out to … Continue reading →

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Dalio on Turkey, Argentina, and the Next Economic Downturn

Posted on September 15, 2018 by macromon

Sep.12 — Ray Dalio, co-chairman and founder at Bridgewater Associates, examines the crises is Turkey and Argentina and explains his expectations for the next economic downturn. He speaks with Bloomberg’s Erik Schatzker on “Bloomberg Daybreak: Americas.”

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Week In Review – September 14

Posted on September 15, 2018 by macromon

Summary Decent week for risk Nice action in Euro periphery and most EMs Tighter U.S. credit spreads Commentary:   Not much this week.  Markets reflecting strong U.S. economy.  It’s a mug’s game trying to predict short-term stock moves (frickin’ futile), especially … Continue reading →

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Sector ETF Performance – September 14

Posted on September 15, 2018 by macromon
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Global Risk Monitor – September 14

Posted on September 15, 2018 by macromon

 

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Pols Warn Of “Deep Fakes”

Posted on September 15, 2018 by macromon

Don’t say we didn’t warn you, “Deep fakes could become a potent tool for hostile powers seeking to spread misinformation,” wrote Representative Adam Schiff, the ranking Democrat on the House Intelligence Committee, in a letter to Dan Coats, the director of national intelligence. … Continue reading →

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Massive Lavender Political Tsunami Forming

Posted on September 13, 2018 by macromon

They’ll eat their words with a fork and spoon And watch ’em they’ll hit the road And all be surfin’ soon And when they catch a wave they’ll be Sittin’ on top of the world Catch a wave and your … Continue reading →

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Pop, As Always, Nails It

Posted on September 13, 2018 by macromon

Gregg Popovich when asked about everything he's endured last season "When you say we've endured this is basketball, we're playing a child's game and getting paid for it. If you look at what's going on in the world there are … Continue reading →

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“Yield-to-Death”: Tepper’s First EM Investment

Posted on September 13, 2018 by macromon

“What is the yield-to-death?” Those words spoken by the legendary hedge fund king, and new owner of the Carolina Panthers, David Tepper, to my salesperson in 1993 when we were trying to convince him to buy a chunk of Peruvian … Continue reading →

Posted in Bonds, Emerging Markets, Uncategorized | Tagged , | 8 Comments

Consequences Of Jack Asset Monetary Policy

Posted on September 12, 2018 by macromon

You have to own assets to make it in the New Economy.   Pity the younger generations. Check out the growing wealth disparity in the below chart, which is clearly the result of monetary policy. The Fed’s increasing reliance  on the … Continue reading →

Posted in Economics, Monetary Policy, Uncategorized | Tagged , | 44 Comments