Category Archives: Uncategorized

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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The Good Old Days

Posted on March 9, 2018 by macromon

My old stomping grounds just on left – 60 Broad.  Goldie down the street on right at 90 handle Broad Street. https://twitter.com/historyinpix/status/971303696566030339  

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Now This Will Be Interesting….

Posted on March 8, 2018 by macromon

Think “disarm” is the key, which is missing. Thank goodness they’re talking, however, but not going to get lathered up just yet. Didn’t the special envoy,  Jimmy Carter,  meet with the father in 2010? EXCLUSIVE Sr US official tells me S … Continue reading →

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This Day In Market History: 1936

Posted on March 8, 2018 by macromon

This Day In Market History: 1936: Hitler's first aggression https://t.co/yNuO3CbBIZ via @Benzinga pic.twitter.com/Taj0tPxiBV — Yahoo Finance (@YahooFinance) March 7, 2018

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Wealth Inequality In the United States

Posted on March 7, 2018 by macromon

This is not a chart that generates confidence in future political and social stability.   It looks like the jaws of a Great White ready to bite someone in the arse. Clearly a contributing factor in the rise of populism and anti-elitism, … Continue reading →

Posted in Economics, Politics, Poverty, Uncategorized | Tagged , | 13 Comments

The Chinese Economy In 60 Seconds – FT Confidential

Posted on March 7, 2018 by macromon

https://twitter.com/FTConfidential/status/971425115912261633

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Major Stock Index Recovery Percentages

Posted on March 7, 2018 by macromon

Bouncing around.  Doesn’t seem like many real sellers out there.  Traders and ‘bots push the indices down and then have to cover into the close.  We wrote about this in our Week In Review post this past Sunday. Risks are … Continue reading →

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China’s Staggering Demand For Commodities

Posted on March 7, 2018 by macromon

Great chart from the Visual Capitalist brought to of us from our favorite Polish crude and rude trader,  the Skrypecker. Now you can see why the markets work themselves into a deflationary tizzy when China hits a speed bump.  

Posted in China, Commodities, Uncategorized | Tagged , , | 2 Comments

World Current Accounts And The Trump Tariffs

Posted on March 7, 2018 by macromon

Given all the noise around the Trump Tariffs,  we have updated our ranking of the world’s 2018 Current Account Balances (CAB) by country from largest surplus to biggest deficit, both as a percentage of GDP and in US$ billions,  in … Continue reading →

Posted in Uncategorized | 6 Comments