-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,206 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Category Archives: Uncategorized
The Battle for Bulgaria – Economist
Sofia’s streets have echoed with the sound of protest for the past hundred days. The demonstrators demand an end to corruption and the government’s immediate resignation. – The Economist (click here if video is not observable)
Dow Theory or Buy and Hold?
Reading through the classic textbook, Technical Analysis of Stock Trends, last night I stumbled upon a stunning stat comparing the returns of a strategy using Dow Theory versus buy and hold. Using Dow Theory buy and sell signals would have … Continue reading
Still Panda Bears
The FT video below does good job explaining China’s continued addiction to debt. This is why we remain bears on China even as the recovery in the country’s manufacturing sector accelerates (apparently). Monetary policy and the financial sector are still … Continue reading
Posted in China, Monetary Policy, Uncategorized
Tagged Banks, China, China Construction Bank
Leave a comment
Daily Risk Monitor – August 30
Click on table to enlarge and for better resolution (click here if table is not observable)
Posted in Uncategorized
Leave a comment
U.S. Sector ETF Performance – August 30
(click here if charts are not observable)
Posted in Uncategorized
Leave a comment
We’re Back!
The Global Macro Monitor has been down for the summer (since early May). We hope to ramp up the posts in the coming months as markets move into, in our opinion, a very interesting and critical seasonal period. We blog … Continue reading
Posted in Uncategorized
9 Comments
U.S. Equity Sector ETF – Daily Performance
Binary market action as in a daily game of red light green light. Take a look at this week’s daily action in the sectors. What will tomorrow bring? (click here if charts are not observable)
Masters Week: The Great Scott!
What a nice guy. Couldn’t be happy for him. Remember, it was Greg Norman’s in the 2009 Presidents Cup when Adam was in a huge slump. Norman took heat to give AS a confidence boost. That, and Stevie Williams on … Continue reading
Posted in Uncategorized
1 Comment
Masters Week: Brandt and El Pato!
Will it be El Pato? Is the Pope Argentine? Just askin’. The only time my prayers are never answered is on the golf course. – Billy Graham The Duck hits a long ball! During the 2009 Presidents Cup we were … Continue reading
Posted in Masters, Uncategorized
Tagged Angel Cabrera, Brandt Snedeker, Leaderboard, Masters
Leave a comment
Week In Review
(click here if charts are not observable)
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Gold, Nikkei, Stocks, Yen
Leave a comment
