Category Archives: Uncategorized

Week In Review – May 4

Posted on May 6, 2018 by macromon

Summary Bullet Points EM FX hammered, especially Argentina & Turkey.  Sign of tightening global liquidity with stronger dollar Euro/$ and cable weaker Euro periphery spreads a bit wider U.S. 10-year yield flattish Corporate credit a little weaker x/ CCC Euro … Continue reading →

Posted in Uncategorized | 9 Comments

Sector ETF Performance – May 4

Posted on May 6, 2018 by macromon
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Global Risk Monitor – May 4

Posted on May 6, 2018 by macromon
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Social Media, Not Religion, The Opium Of The People

Posted on May 5, 2018 by macromon

Religious suffering is, at one and the same time, the expression of real suffering and a protest against real suffering. Religion is the sigh of the oppressed creature, the heart of a heartless world, and the soul of soulless conditions. It is the opium of the people. … Continue reading →

Posted in Uncategorized | 18 Comments

Back Breaking Big Wave [Investment] Surfing

Posted on May 5, 2018 by macromon

Ready for another Rorschach Test?   Nah, we won’t torture you again. Check this video out. An analogy of what happens to surfers riding a big wave bull market and become too complacent.   Wipeout! They will be fortunate to escape with … Continue reading →

Posted in Sports, Uncategorized, Video | Tagged , , , | 1 Comment

Candlestick Cheat Sheet

Posted on May 4, 2018 by macromon

Hat Tip:  @WingGirlTrader  

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Employment Data In Charts: Markets All Lathered Up

Posted on May 4, 2018 by macromon

The punk employment data makes us think the economy is running out of labor.   Very similar to the dynamics in the housing market. The markets are lathered up about the annual moderate average hourly earnings growth of 2.6 percent.  The … Continue reading →

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Speaking of Fogerty…

Posted on May 3, 2018 by macromon

The dude can still bring it. Down on the Corner.    Classic.  Epic. Lit!

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Hungary’s Illiberal Model

Posted on May 3, 2018 by macromon

Must view.  Helps to better understand the fraying global realpolitik. I am with John Fogerty and Creedence on this one, I see a bad moon a-rising I see trouble on the way I hear the voice of rage and ruin Money … Continue reading →

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Prepare For Much Higher Long-Term Rates

Posted on May 3, 2018 by macromon

There has been a huge drain of liquidity from the U.S. Treasury market over the past few years, and may signal a structural change to how the United States finances budget deficits. The government will always find a way to … Continue reading →

Posted in Bonds, Charts, China, Credit, Geopolitical, Interest Rates, Sovereign Debt, Uncategorized | Tagged , , , | 36 Comments