Category Archives: Uncategorized

QOTD: Krispy Kreme’s Glazed Black Swan

QOTD:  Quote of the Day Shares of Krispy Kreme Inc. were downgraded last month on concerns weight-loss drugs would reduce demand for their doughnuts.  – Bloomberg 

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A November To Remember?

As of today’s close, the S&P move in just the first half of the month already ranks as the 6th most significant November monthly move in over seventy years. It’s challenging to find a similar set-up going into the end … Continue reading →

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Christmas & Toy Spending Headed South [Pole]?

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Is It Russell’s Time?

Wow!  Humungo move on the decent inflation report.  A much higher probability of a soft landing is now being priced during the most wonderful time of the year for stocks.    The Russell 2000 was up a stunning 5.4 percent … Continue reading →

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Wiedersehen German Economy?

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In Honor Of Veteran’s Day: The Butterfly Effect

Originally Posted: November 11, 2018 To honor Veterans’s Day,  we are reposting our June 2017 butterfly piece, which illustrates how sleepwalking can lead the world into a war that nobody wants. French President, Emmanuel Macron, warned today about sleepwalking into … Continue reading →

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The Other Son

An apropos must-view movie, folks.

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Seasonal Greetings From The S&P500

Stocks began “the most wonderful time of the year” by putting in a nice performance on the first day of the best-performing month of the year.  The S&P500 was up 1.05 percent to start the month of November, which on … Continue reading →

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The Dynastic Duo: PTJ and Druck

Must view, folks.  It should sound familiar if you’ve been reading GMM over the past year.

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Global Risk Monitor: Week In Review – October 27

Lower-quality credit spreads starting to blow out.    

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