Category Archives: Uncategorized

Are Millennials Different?

Posted on March 11, 2018 by macromon

Business Insider counts the ways.   Click here for full article and here for some context by Pew Research: The millennial generation generally includes people born between 1981 and 1996. Through their sheer size, they’ve affected industries such as fast food, fast fashion, … Continue reading →

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Where in the world is it easiest to get rich?

Posted on March 11, 2018 by macromon

The data cited in this video are quite surprising and will confound your priors.   Take the 15 minutes to view it.  Well worth your time. Our good friend tweeted this out today. There is nothing socialist about the Nordic countries. … Continue reading →

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QOTD: Casey!

Posted on March 11, 2018 by macromon

Growing up in L.A.,  I became friends with Casey in the twilight of his double header. How cool it was to hang with Casey at his house and sit in his rocking chair he used as manager of the Yankees. … Continue reading →

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Upward Pressure On Interest Rates To Continue

Posted on March 10, 2018 by macromon

Though wage inflation came in nice and cool on Friday,  the following chart illustrates why upward pressure on long-term interest rates will continue.   We updated our Who’s Funding The U.S. Budget Deficit chart with the just released Flow of Funds … Continue reading →

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Week In Review – March 9

Posted on March 10, 2018 by macromon

There is not much to say about last week except the Goldilocks employment number on Friday, which Trumped and thumped all bearishness and the market bears.   The Trump Tariffs were watered down, and trade diversion to Mexico and Canada will … Continue reading →

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Sector ETF Performance – March 9

Posted on March 10, 2018 by macromon
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Global Risk Monitor – March 9

Posted on March 10, 2018 by macromon
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Major Stock Index Recovery Percentages

Posted on March 9, 2018 by macromon

Today’s big rally on the back of the Goldilocks employment report, i.e, strong jobs growth and moderate wage pressures, took the Nasdaq, with its 45 percent tech weighting,  to an all-time high.  Not the overall market, however, as the NYSE … Continue reading →

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As We Were Saying…

Posted on March 9, 2018 by macromon

…yesterday on politics driving the tariff  “proclamation.” It is All Politics Note, today’s announcement on tariffs was a proclamation, not even a legal document.   Only words, and we know, for certainty, with this president, words can mean whatever he wants … Continue reading →

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Why ‘Deaths of Despair’ May Be a Warning Sign for America

Posted on March 9, 2018 by macromon

I do worry about a world where the rich get to write the rules which the rest of us have to obey……We might be on the edge of a precipice. – Angus Deaton  Must view.  Confirms our view of a … Continue reading →

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