Category Archives: Uncategorized

My 9/11 Story — The Day History Changed

Posted on September 10, 2022 by macromon

It’s hard to believe it’s been twenty-one years.  If you haven’t journaled your story, what are you waiting for? Repost of a Repost of a Post Posted on September 11, 2018 It was early August 2001 when I asked my … Continue reading →

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Global Stock & Interest Rate Monitor

Posted on September 10, 2022 by macromon
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QOTD: Voltaire’s Lifeboat

Posted on September 9, 2022 by macromon
Posted in Uncategorized | 3 Comments

Friday CK ChartFest

Posted on September 9, 2022 by macromon

Rapidly Rising Global Interest Rates U.K. Leads Global Inflation Spike Real Interest Rates Rising  Industrial Metals Price Correction U.S. Luxury Vehicle Sales Outpacing Non-Luxury  Euro Inflation Accelerates  Global Shipping Rates Trending Lower ECB Deposit Rate 

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Double Rainbow Appears At Buckingham Palace As Queen Elizabeth Dies

Posted on September 8, 2022 by macromon
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Econ 101: Thinking On The Margin In The Gym

Posted on September 6, 2022 by macromon

One of the most complex concepts for my students to internalize when I taught Econ 101 was that of thinking on the margin. You probably remember the theory of diminishing marginal productivity, diminishing marginal returns, and diminishing marginal utility (satisfaction).   For … Continue reading →

Posted in Sports, Uncategorized | Tagged , , | 4 Comments

Memo to Wall Street:  The Monetary Cavalry Ain’t Coming

Posted on August 31, 2022 by macromon

For the past 25 years, markets have depended on central banks to bail them out because of the delusion that “inflation had been vanquished to the dustbin of history.” Even after the Jay Powell smackdown, we still hear talk of … Continue reading →

Posted in Inflation/Deflation, Monetary Policy, Uncategorized | Tagged , , , , | 22 Comments

Should We Worry About The Rise Of Fascism?

Posted on August 25, 2022 by macromon

Uh…HELL YES!  

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Julian Robertson, R.I.P.

Posted on August 23, 2022 by macromon

We are very sad to hear of the passing of the hedge fund great, Julian Robertson.  He was one helluva trader and an even better man.  When I was working on the sell side, almost every visit to his office … Continue reading →

Posted in Uncategorized | 3 Comments

Book ‘em Horns

Posted on August 23, 2022 by macromon

The Texas university system is unlike other colleges because of its oil-rich land that’s driving record revenue this year. I have always (since my 20s) had a special spot in my heart for the University of Texas (UT) and its … Continue reading →

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