Category Archives: Uncategorized

Rising Gas Prices Cannibalizing Tax Cut

Posted on July 2, 2018 by macromon

Summary Gas prices are moving higher with crude prices On average a gallon of gas is up $.60 from this time last year Most of the gas price is derived from crude oil prices Higher gas prices are regressive and … Continue reading →

Posted in Uncategorized | 2 Comments

Swan Lake – July 2

Posted on July 2, 2018 by macromon

Stunning we were just talking about a Mexican presidential candidate winning a plurality of less than 30 percent just a few months ago.   AMLO will enter office with a powerful mandate.  If only we knew for what? Swans relatively quiet.  … Continue reading →

Posted in Black Swan Watch, Uncategorized | Tagged , | Leave a comment

Nonlinear Thinking: Big iMacs Coming To Your Neighborhood

Posted on July 2, 2018 by macromon

Guess where I am going to lunch this week?  I will give you the full review. Also going to try and speak with management about capital and the marginal costs to produce a burger versus using labor.   Big implications for … Continue reading →

Posted in Nonlinear Thinking, Technology, Uncategorized | Tagged , | Leave a comment

Tweet of the Day: My Grandmother’s Home County

Posted on July 2, 2018 by macromon

https://twitter.com/cathalirl/status/1013544331565727745?s=21

Posted in Tweet of the Day, Uncategorized | Tagged | Leave a comment

German Crisis Escalates: Merkel Government In Trouble

Posted on July 1, 2018 by macromon

DEFINITELY NOT PRICED! Horst Seehofer, the German interior minister, has set Angela Merkel an ultimatum, saying he would resign unless the chancellor acceded to his demands for tougher controls on the German border. …That could lead to the collapse of Ms … Continue reading →

Posted in Germany, Uncategorized | Tagged , | Leave a comment

Croatia’s New Prophylactic

Posted on July 1, 2018 by macromon

Good luck sneaking one by that goalie! NIZHNY NOVGOROD, Russia  — Danijel Subasic saved three penalties, and Croatia’s World Cup hopes. …Subasic is only the second goalkeeper to save three penalties in a shootout at the World Cup. The only other man … Continue reading →

Posted in Sports, Uncategorized | Tagged , , | Leave a comment

2018 – First Half Performance

Posted on July 1, 2018 by macromon

 

Posted in Uncategorized, Week in Review | Tagged , , , , | Leave a comment

Week In Review – June 29

Posted on July 1, 2018 by macromon

Summary Global equities finished the first half relatively weak. The S&P500 moved back and tested the bottom of the old trading range of 2700-2742.  We seriously doubt this range holds and expect lower prices unless POTUS gets religion on free … Continue reading →

Posted in Uncategorized, Week in Review | Tagged , , , , | Leave a comment

Uruguay! Home of Great Soccer, Beautiful Women, & Argentina Capital Flight

Posted on June 30, 2018 by macromon

Suarez finds Cavani at the back post to put Uruguay up 1-0 early in the game! pic.twitter.com/BUlHpqWSI0 — FOX Soccer (@FOXSoccer) June 30, 2018 Punta del Este, templo de celebridades Messi’s offshore tax mess Barcelona star Messi, was already under … Continue reading →

Posted in Sports, Uncategorized | Tagged | 2 Comments

Sector ETF Performance – June 29

Posted on June 30, 2018 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment