Category Archives: Uncategorized

Inflation Is Here, Get Used To It

Posted on April 25, 2018 by macromon

I stopped to grab a burger in Marin County today and was kind of shocked to see the following posted on the front door.     That is a pretty steep starting wage for nonskilled labor, and $5.00 more than … Continue reading →

Posted in Equities, Food Prices, Inflation/Deflation, Uncategorized | Tagged , | 56 Comments

JFK-Trump S&P Tracking Like A Tomahawk Cruise Missile

Posted on April 24, 2018 by macromon

We had several requests after the close to update the JFK-Trump S&P analog given today’s ugly market. The analog continues to track like a Raytheon tomahawk cruise missile, acting with the precision as if its  guided with the same Digital … Continue reading →

Posted in Economics, Equities, Uncategorized | Tagged , , , | 15 Comments

Why Google Is A Short

Posted on April 24, 2018 by macromon

We live in a social media economy. Many of our largest companies are in the social media space, such as Google and Facebook.   What exactly do they produce?  Not cars, not planes, not trains. They have strange business models as … Continue reading →

Posted in Equities, Uncategorized | Tagged , , | 23 Comments

Quality Of Earnings?

Posted on April 23, 2018 by macromon

Rosie is a bear but a credible bear, and not a perma-bear. The financial engineering game ends when the government starts to play. Glushkin Sheff's Dave Rosenberg: nearly 2/3 of US corporate profit growth is due to tax cut and … Continue reading →

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This Is NOT The Reagan Stock Market

Posted on April 23, 2018 by macromon

Facts do not matter anymore.  Opinions are now facts.  We truly live in dangerous times. Reagan And Trump Stock Market We were stunned by an article posted on the CNBC website over the weekend, The Trump stock market looks a … Continue reading →

Posted in Equities, Geopolitical, Uncategorized | Tagged , , | 18 Comments

Big Week For Earnings

Posted on April 22, 2018 by macromon
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Week In Review – April 20

Posted on April 22, 2018 by macromon

Bond Yields, Bond Yields, and More Bond Yields  The U.S. 10-year closed at its highest yield on a weekly basis since year-end 2013. A weekly close above 3.03 percent signals big trouble ahead.   The confluence of fundamentals – i.e., inflationary … Continue reading →

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Sector ETF Performance – April 20

Posted on April 22, 2018 by macromon
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Global Risk Monitor – April 20

Posted on April 22, 2018 by macromon
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President Reagan On The ’87 Stock Market Crash

Posted on April 21, 2018 by macromon

President Reagan certainly understood the nature of markets. That is they do whatever they are going to do, sometimes without a fundamental rhyme or reason.   Very different from the current occupant of the White House who seems to think every … Continue reading →

Posted in Equity, Uncategorized | Tagged , , , | 28 Comments