Category Archives: Uncategorized

Picture of the Day: Trump, The Raven

Posted on December 8, 2016 by macromon

Just when the bear was getting comfortable the Raven shows up…and not just “gently rapping, rapping at my chamber door.” Apropos, no? The Raven By Edgar Allan Poe Once upon a midnight dreary, while I pondered, weak and weary, Over … Continue reading →

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Stress Test The Rose Colored Glasses!

Posted on December 6, 2016 by macromon

Good piece by Bloomberg, The Pessimist’s Guide to 2017.  Always prudent to stress test your optimistic view as to what could go wrong. The Pessimist’s Guide to 2017 December 5, 2016 By John Fraher, Flavia Krause-Jackson and Mira Rojanasakul Donald Trump … Continue reading →

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QOTD: All The World’s A Casino

Posted on December 5, 2016 by macromon

“The world’s not just a stage. It’s a casino, and our lives are games of chance.” – Michael Lewis

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Renzi Fustigazione!

Posted on December 5, 2016 by macromon

http://www.repubblica.it/static/speciale/2016/referendum/costituzionale/    

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US Sector ETF Performance – Dec 2

Posted on December 4, 2016 by macromon
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Daily Risk Monitor – December 2

Posted on December 4, 2016 by macromon

Click on table to enlarge and for better resolution  

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US Sector ETF Performance – Nov 25

Posted on November 28, 2016 by macromon

(click here if charts are not observable)

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Misplaced Policy Thinking – $1 trillion infrastructure build

Posted on November 18, 2016 by macromon

As the stock market celebrates  and is downright giddy over the prospect of a massive fiscal expansion through a one trillion dollar infrastructure build,  we are less sanguine and propose a different and more long term policy track. The U.S. … Continue reading →

Posted in Economics, Fiscal Policy, Uncategorized | Tagged , , | 2 Comments

US Sector ETF Performance – Oct 28

Posted on October 30, 2016 by macromon

(click here if chart is not observable)

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US Sector ETF Performance – Oct 7

Posted on October 9, 2016 by macromon

(click here if charts are not observable)

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