Category Archives: Uncategorized

US Sector ETF Performance – August 25

Posted on August 26, 2017 by macromon
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Global Risk Monitor – August 25

Posted on August 26, 2017 by macromon

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Speech By Mario Draghi At Jackson Hole

Posted on August 25, 2017 by macromon

Sustaining openness in a dynamic global economy Speech by Mario Draghi, President of the ECB, at the Economic Policy Symposium of the Federal Reserve Bank of Kansas City, Jackson Hole, 25 August 201 The global recovery is firming up. In … Continue reading →

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15 predictions Bill Gates made in 1999

Posted on August 25, 2017 by macromon

No. 1: Price-comparison sites. Gates’ prediction: “Automated price comparison services will be developed, allowing people to see prices across multiple websites, making it effortless to find the cheapest product for all industries.”What we see now: You can easily search for … Continue reading →

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Janet Yellen’s Jackson Hole Speech

Posted on August 25, 2017 by macromon

August 25, 2017 Financial Stability a Decade after the Onset of the CrisisFinancial Stability a Decade after the Onset of the Crisis Chair Janet L. Yellen At “Fostering a Dynamic Global Recovery,” a symposium sponsored by the Federal Reserve Bank … Continue reading →

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Jackson Hole Schedule

Posted on August 24, 2017 by macromon

Note,  mountain time —  add two hours for NY time.   No expectations of policy from Yelen or Draghi.  Nothing priced.  Either a big yawn or big market move. Source:  Kansas City Federal Reserve Bank

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Dub “Start(me)up” Nation

Posted on August 24, 2017 by macromon

New cover of Bloomberg BusinessWeek.  Go Dubs!   Number three in 2017–18.   Money! About three years ago, in February 2014, Andre Iguodala spent an off-day during the NBA season at the offices of venture capital firm Andreessen Horowitz in Menlo Park, Calif. … Continue reading →

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Ray Dalio Opines And We Agree

Posted on August 24, 2017 by macromon

Political risk rising.  Watch the “American Street.” When we held positions overnight on Wall Street, we used to go home worried about global instability and what was going on in the “Arab Street.”   Now we worry about the American … Continue reading →

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Head & Shoulders Everywhere!

Posted on August 23, 2017 by macromon

We once heard the late Yale prof., Stephen Ross, say that “if you stare at the clouds long enough,  you can see pink elephants.” We kind of feel that way, though not completely, about seeing patterns in stock charts.

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The Age Of Low Volatility

Posted on August 23, 2017 by macromon

Interesting charts from the CME group’s  August 1st earnings release. It’s not just the VIX that has been tanking over the past few years,  but the volatility in almost all financial instruments and commodities has declined this decade and are … Continue reading →

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