Category Archives: Uncategorized

Happy Fathers Day! We’ve Got Some Wood to Chuck

Posted on June 18, 2017 by macromon

The last words my father spoke to me before he died in 1996 was, [“Gregor], somebody is going to have to do something to help the poor.” Fast forward to 2017.   Never has the wealth gap in America been so … Continue reading →

Posted in Poverty, Uncategorized | Tagged , | 9 Comments

We Call B.S. On The ‘Bots Again!

Posted on June 16, 2017 by macromon

Before hitting the hay we need to call a big B.S. on the bastard ‘bots from Rip (Off) City.    They screwed us again yesterday (June 14) in crude oil futures. First, before we get into the trade,  a little … Continue reading →

Posted in Crude Oil, Uncategorized | Tagged , , | 23 Comments

The New Bond Math

Posted on June 15, 2017 by macromon

Don’t you just love his homework assignment?

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Reflexivity And Why The Fed Must Sell The Long End

Posted on June 13, 2017 by macromon

The yield curve is flattening like a pancake.   Tightening cycles tend to do that. Furthermore, the effective float of 10-year and longer U.S. notes and bonds is relatively small and greatly distorts the bond market signal.   We have written … Continue reading →

Posted in Bonds, Economics, Monetary Policy, Uncategorized | Tagged , , | 31 Comments

Of Course, There’s No Inflation. NOT!

Posted on June 13, 2017 by macromon

Okay,  before the emails hit – it’s peak load pricing or a relative price increase. There, satisfied? Buyer pays $133K for two courtside tickets to Game 5 of NBA Finals A person paid $133,000, including fees, for two floor seats … Continue reading →

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The Pinball Wizards Romp!

Posted on June 13, 2017 by macromon

Just to understand what high expectations we have for the Golden State Warriors in the Bay Area,  I am a little deflated because the Dubs didn’t go 16-0 in the playoffs.   Tough to live up to those expectations, no?  But, … Continue reading →

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US Sector ETF Performance – June 9

Posted on June 11, 2017 by macromon
Posted in Sector ETF Peformance, Uncategorized | Tagged , | Leave a comment

Global Risk Monitor – June 9

Posted on June 11, 2017 by macromon

Click on table to enlarge and for better resolution

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Volatility Returns (to the NASDAQ)

Posted on June 10, 2017 by macromon

At around 2 pm (New York) Friday, we see the Nasty (NASDAQ 100 futures) trading down over 3 percent and the Dow and S&P500 relatively flat.  The FANG stocks, including Apple, were getting shellacked I recall a few weeks ago … Continue reading →

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Headline of the Day: Bookies Swallow the Doughnut Again

Posted on June 9, 2017 by macromon

Bookies declare the U.K. election is all over but the shouting Bookies now give Theresa May, Tories an 85% chance to win an outright majority.   –  Market Watch, June 8, 2017  

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