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Category Archives: Uncategorized
Reagan v Trump Macro Initial Conditions
We hear lots of talk these days about, Why Donald Trump’s Market Rally Echoes Ronald Reagan’s. We are big fans of Chaos Theory, Chaos theory is a branch of mathematics focused on the behavior of dynamical systems that are … Continue reading
Posted in Equities, President Trump, Uncategorized
Tagged President Reagan, President Trump, Stock Market
11 Comments
COTD: Pain In Global Bond Portfolios
Lots of pain out there over the past few months in global bond portfolios. Look at the reach for duration as global interest rates fell in the IMF chart below, The IMF probably created the chart in late August/early September. … Continue reading
Posted in Uncategorized
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Daily Risk Monitor – December 23
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, commod, Currencies, Global equity markets, Performance, Stocks
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Merry Christmas, Folks!
Thanks for tuning in this year and staying with us. Lots of good things to come in the New Year. Let us raise some Christmas cheer the progress we have have made over the past two centuries and end with … Continue reading
Posted in Economics, Uncategorized
Tagged Economics, Joel the Lump of Coal, Killers, Progress
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COTD: Big Oil
Our chart of the day (COTD) comes to from the Visual Capitalist. First, some context from their website, The Chart of the Week is a weekly Visual Capitalist feature on Fridays. Ever since the invention of the internal … Continue reading
World Current Account Balances (CAB)
We have ranked the world’s 2016 Current Account Balances (CAB) by country from largest deficit to largest surplus in the ginormous table below. The data are from the October 2016 IMF’s World Economic Outlook database. Note, 2016 are IMF estimates. … Continue reading
COTD: Executive Orders by President
Nice chart by the Daily Dot coming to us via King David over at Think In The Morning. Check out his blog, one of the smartest economists we know. The data totally contradict the meme that President Obama is the … Continue reading
World Consumer Inflation Rates
We have ranked the world’s 2016 consumer inflation rates by country in the ginormous table below. The data are from the October 2016 IMF’s World Economic Outlook database. Note, 2016 are IMF estimates. But, first, check out the low inflation, … Continue reading
Posted in Inflation/Deflation, Uncategorized
Tagged Data, IMF, WEO, World Inflation Rates
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Time To Buy A New or Used Car?
Folks, easy money/ conusmer credit almost always moves consumption forward and robs from the future. Not the case with capital investment and capital accumulation however, which are the foundations of growth. I posit the slow growth in the G5 is now … Continue reading
