Category Archives: Uncategorized

Opening Day…

Posted on March 29, 2018 by macromon

Seals Stadium, San Francisco 4/15/58 – First Major League pitch in California is delivered by Giants opening day pitcher Ruben Gomez to LA Dodgers batter Gino Cimoli. After 1957 season, both teams uprooted from NYC and moved to West Coast. … Continue reading →

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A Modern Day Easter Story

Posted on March 29, 2018 by macromon

Greater love has no one than this: to lay down one’s life for one’s friends. – Jesus of Nazareth,  Gospel of John French officer who died after swapping himself for a hostage when an extremist gunman attacked a supermarket in … Continue reading →

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Potemkin Trade Deals

Posted on March 28, 2018 by macromon

What a farce. Why not just negotiate an increase in Korean imports of American flying cars and call it a victory?  Nothing here.  Move on. South Korea, meanwhile, negotiated a permanent steel-tariff exemption in exchange for allowing additional U.S. auto … Continue reading →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 28 Comments

Unmoored & Rudderless Stock Market

Posted on March 28, 2018 by macromon

Didn’t today’s market feel like a rudderless sailboat ripped from its mooring and blown about by random gusts of wind (algos)?   We count the Dow crossed the unchanged line at least thirty times today. The generals have have been taken … Continue reading →

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The $10k 3-D Printed House

Posted on March 28, 2018 by macromon

Stunning! Click link to view video. This 3D Printed House Was Finished in a Day and Costs Less Than $10,000 #3dprinting https://t.co/gc1mBVA0TW pic.twitter.com/IAn3oxaIS3 — 3D Printing News (@3DPrintMaven) March 20, 2018  

Posted in Uncategorized | 10 Comments

“Many Chinese Would Like To Teach [Trump] A Lesson”

Posted on March 27, 2018 by macromon

Yikes!  Nasty rhetoric from a newspaper under the auspices of the People’s Daily. Me thinks Trump & Co.  are going to be played by Xi & Co. like a Chinese fiddle. China already perceives the Trump Administration as a Paper Tiger. … Continue reading →

Posted in China, Geopolitical, Uncategorized | Tagged , , | 16 Comments

The Key to Understanding Facebook’s Current Crisis – WSJ

Posted on March 27, 2018 by macromon

Facebook’s current data crisis involving Cambridge Analytica has angered users and prompted government investigations. To understand what’s happening now, you have to look back at Facebook’s old policies from 2007 to 2014. WSJ’s Shelby Holliday explains. Illustration: Laura Kammerman Don’t … Continue reading →

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Our Favorite Pairs Trade

Posted on March 27, 2018 by macromon

Difficult to short such beauty… Long Short

Posted in Equities, Uncategorized | Tagged , , | 1 Comment

The JFK-Trump S&P Analog Roadmap – BTFFD

Posted on March 27, 2018 by macromon

We have had lots of requests to update our JFK-Trump S&P500 analog.  Here you go. The Kennedy-Trump S&P500 analog is tracking, on a directional basis, relatively well, with the Trump S&P now 3.56 percent below the JFK S&P, 347 trading … Continue reading →

Posted in Equities, Uncategorized | Tagged , , , , | 16 Comments

QOTD: When Goldie Meets Frankie

Posted on March 27, 2018 by macromon

“I think overall we have been pricing in for Goldilocks and we are closer to Frankenstein to be honest.” — Steen Jakobsen,  Saxo Bank on CNBC, March 27

Posted in Quote of the Day, Uncategorized | Tagged , , | 6 Comments