Category Archives: Uncategorized

Bonds Behaving Badly

Posted on February 1, 2018 by macromon

We began the week with our Watch This Space post: Because the eurozone is where the big bond bubble lives. Though the euro periphery is now in Convergence 2.0 mode on hopes of eMac’s vision of a more integrated ‘zone, … Continue reading →

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Apple Double-Digit Revenue Growth Continues

Posted on February 1, 2018 by macromon

Even global macro jockeys must monitor the world’s largest company. Amazing that an $850 billion market cap company can still grow y/y revenues at 13 percent. Just for some scale perspective, Apple’s quarterly revenues exceed the GDP of almost 70 … Continue reading →

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QOTD: Expecting The Unexpected Pays

Posted on February 1, 2018 by macromon

“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.”  ― George Soros (QOTD = Quote of the Day)

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Alan Greenspan On The “Twin Bubbles”

Posted on January 31, 2018 by macromon

We suspect the duration and resolution of the twin bubbles will be a bit more complicated than the dot.com and credit/housing bubble — i.e., a swift waterfall collapse followed by a sharp rebound driven by the Federal Reserve to even … Continue reading →

Posted in Bonds, Equities, Uncategorized | Tagged , , , , | 48 Comments

That Was One Heckuva Streak!

Posted on January 30, 2018 by macromon

Wow! Back-to-back more than 1/2 percent down days for the S&P500 ending a streak going way back to January 2016. Feels like we just landed on Mars or in the Bronx  after Joe DiMaggio’s 56-game hitting streak  was snapped, no? … Continue reading →

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Ugly Politics Puts U.S. Bull Market At Risk

Posted on January 29, 2018 by macromon

We often post political analysis but rarely stray into the crocodile-infested swamp of partisan politics. It is our duty to our readers from across a broad political spectrum to stay true to our mission to provide, mostly, positive economic, financial, … Continue reading →

Posted in Equity, Politics, Uncategorized | Tagged , , , , | 49 Comments

Watch This Space…

Posted on January 28, 2018 by macromon

Because the eurozone is where the big bond bubble lives. Though the euro periphery is now in Convergence 2.0 mode on hopes of eMac’s vision of a more integrated ‘zone, the German 10-year is at a critical level, and yields … Continue reading →

Posted in Bonds, Equities, German Bund, Uncategorized | Tagged , , | 11 Comments

Week In Review – January 26

Posted on January 28, 2018 by macromon

Summary The wealth effect – boosting consumption out of what is perceived as permanent wealth -seems to be kicking in.   Consumers are feeling flush with the humungo gains in stocks and housing over the past few years.  It also … Continue reading →

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Big Brother Alive And Well And Living In China (Must View)

Posted on January 28, 2018 by macromon

This clip from the BBC is incredible and very disconcerting. We suspect this technology, and the use thereof, is not just limited to China but ubiquitous throughout Western countries.   Double yikes! China has been building what it calls “the … Continue reading →

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Sector ETF Performance – January 26

Posted on January 28, 2018 by macromon
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