Category Archives: Uncategorized

Talking ’bout Mexico – JT

Posted on February 7, 2017 by macromon

So King David at thinkinthemorning.com sends over an article showing U.S. stocks with revenue exposure to Mexico.   Starts us thinking about who is smarter,  equity traders or currency traders,  who follows who,  or who is fooled by randomness? . … Continue reading →

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What Really Keeps Us Up At Night – Do The Math

Posted on February 6, 2017 by macromon

Lots of these being drawn up by the new U.S. administration. The one that scares us most is this: Mattis: US will defend Japanese islands claimed by China – CNN And today we hear this: China sails warships near islands … Continue reading →

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Tremors in the Eurozone (Again)

Posted on February 6, 2017 by macromon

The France OAT-German Bund 10-year blew out another 12 bps today.  This is off our charts going back to December 2012.   The FT reports, “Markets underpriced the political risks in 2016 and they are determined not to do the … Continue reading →

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French Oat-German Bund 10-year Spread

Posted on February 5, 2017 by macromon

Starting to get interesting.   The French 10-year Oat- German 10-year bund spread widened and closed at its highest level since January 2014 on Friday.  Francois Fillon has dropped like a stone in the past few weeks as the political scandal … Continue reading →

Posted in Bonds, Eurozone Sovereign Spreads, France, Uncategorized | Tagged , | 1 Comment

US Sector ETF Performance – Feb 3

Posted on February 5, 2017 by macromon
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Global Risk Monitor – February 3

Posted on February 5, 2017 by macromon

Click on table to enlarge and for better resolution

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Arbitrageurs Already Exploiting Super Bowl Prop Bets

Posted on February 3, 2017 by macromon

So, I get a text from my friend,  Ray N., in San Diego regarding our last post,  Ten Strange Super Bowl Prop Bets. The first bet reads: The odds are 19 to one that some fan will troll Brady by … Continue reading →

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Ten Strange Super Bowl Prop Bets

Posted on February 3, 2017 by macromon

The following is a list combined from the Inquistr and CBS Sports: The odds are 19 to one that some fan will troll Brady by tossing a deflated football to remind him of that debacle The odds for the term … Continue reading →

Posted in Sports, Uncategorized | Tagged , | 1 Comment

Why We Like The Atlanta Falcons

Posted on February 3, 2017 by macromon

True confession.  We love Tom Brady.   Second best QB of all-time,  just after Joe Cool, who, in four Super Bowl games,  started and won, threw for 83 of 122 passes for 1,142 yards and 11 touchdowns with no interceptions!   Won … Continue reading →

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Enjoying the Hot Tub, Kermit?

Posted on February 3, 2017 by macromon

You know, the old amphibian metaphor — intended to show that humans are sometimes unable to react well to gradual threats — about how a frog placed in boiling water will jump out, but a frog placed in cold water … Continue reading →

Posted in Environment, Uncategorized | Tagged , | 1 Comment