Category Archives: Uncategorized

Global Risk Monitor – December 29

Posted on December 31, 2017 by macromon
Posted in Daily Risk Monitor, Uncategorized | Tagged , , , , , | 2 Comments

QOTD: One Consequence Of Fake News & A Big One

Posted on December 27, 2017 by macromon

Denying an existential threat threatens our existence. – The Guardian   https://twitter.com/poniewozik/status/944186054172651520  

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Merry Christmas To All!

Posted on December 24, 2017 by macromon

Great Christmas song by The Killers with a gospel narrative – disappointment,  rejection and redemption.   Merry Christmas, folks, thanks for tuning in this year.    

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QOTD: Shirley On Santa

Posted on December 23, 2017 by macromon

“I stopped believing in Santa Claus when I was six. Mother took me to see him in a department store and he asked for my autograph.”  ~Shirley Temple

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More Stats Of The Year

Posted on December 23, 2017 by macromon

Probabilty based policy making to “keep America safe” or just good bad old fear mongering?  You decide. Here’s to hoping America works out its priorities in 2018.

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Real Interest Rates Not So Real – BIS

Posted on December 21, 2017 by macromon

The Bank of International Settlements (BIS) is out with a very interesting piece, Why so low for so long? A long-term view of real interest rates?, by Claudio Borio, Piti Disyatat, Mikael Juselius and Phurichai Rungcharoenkitkul. The basic premise is … Continue reading →

Posted in Bonds, Geopolitical, Monetary Policy, Uncategorized | Tagged , , | 1 Comment

Efficient Markets?

Posted on December 21, 2017 by macromon

Now up 400 percent! Long Island Iced Tea Corp to rebrand as "Long Blockchain Corp", stock up 280% in 6 minutes since issuing press release to change name. Unreal. $LTEA — Dennis Dick, CFA (@TripleDTrader) December 21, 2017

Posted in Equity, Technology, Uncategorized | Tagged , | 1 Comment

FT Forecasts 2018: More political disruption to come in the US

Posted on December 19, 2017 by macromon

2017 was a year of political shock and disruption, with Donald Trump upending the rules of politics with his Twitter account. The FT’s US managing editor Gillian Tett says that trend is set to continue. The big question is how … Continue reading →

Posted in Politics, Uncategorized, Video | Tagged , | 2 Comments

Royal Statistical Society : Best statistics of 2017 are 69 and 0.1

Posted on December 18, 2017 by macromon

I guess we can characterize the new U.S. immigration ban as “swallowing a camel to strain a gnat” given the following data. The numbers that best sum up 2017 are 69 and 0.1, said Britain’s Royal Statistical Society as it … Continue reading →

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Interest Rates Starting To Bite

Posted on December 17, 2017 by macromon

We have long held that interest rates have been so low (especially real rates) that it will take some time to reach a level for them to really matter and impact markets. The 2-year yield crossing over the S&P500 divie … Continue reading →

Posted in Bonds, Equities, Uncategorized | Tagged , | 20 Comments