Category Archives: Uncategorized

Week In Review – October 6

Posted on October 8, 2017 by macromon

Global Stock Indices The global stock bull market continues like a full force gale with the emerging markets leading the way.  The grand narrative of the market is the synchronized global recovery and the hope for U.S. tax cuts. The … Continue reading →

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Sector ETF Performance – October 6

Posted on October 8, 2017 by macromon
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Global Risk Monitor – October 6

Posted on October 8, 2017 by macromon

 

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QOTD: Sheep Logic

Posted on October 6, 2017 by macromon

Active central bank Narrative construction in the service of their policy goals is a permanent change in our market dynamics.  – Ben Hunt, Epsilon Theory

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Coldplay And Chris Martin At Levi

Posted on October 5, 2017 by macromon

Did Coldplay last night at Levi Stadium with a couple of borderline Millennials/iGenners.   Good kids.  Gives me hope for the future if they can find a way out of all the debt and public pension obligations we boomers have stuffed … Continue reading →

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Fed Chair Watch

Posted on October 5, 2017 by macromon

Warsh gaining momentum in prediction markets.

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COTD: Corporate Debt

Posted on October 4, 2017 by macromon

No lack of supply/issuance in the corporate debt market.   No shortage of demand either. Lots of nuances in interpreting data, however.  First, much of debt going to financial engineering, i.e., stock buybacks.  Some of the supply is borrowing against capital … Continue reading →

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Here Is Where The Volatility Is…

Posted on October 4, 2017 by macromon

Unbelievable vol in the prediction markets over the next Fed chair. Checked last night and Neel Kashkari, the super dove,  was over 30 cents.   John Taylor, the rules-based Stanford prof,  was up around 20 cents.   Kevin Warsh, who leans hawkish … Continue reading →

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We Have Finally Made “The Show”

Posted on October 4, 2017 by macromon

We finally made the FINGURURADAR  infographic.   Feels like we have made “the Show“.   Your shower shoes have fungus on them. You’ll never make it to the bigs with fungus on your shower shoes. Think classy, you’ll be classy. If … Continue reading →

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QOTD: Free Fallin’

Posted on October 3, 2017 by macromon

I’m old enough to have lived in a country where, if you were willing to work hard, you could have a fairly nice life. You could support a family and even get a shot at owning your home but you … Continue reading →

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