Category Archives: Uncategorized

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 →

Posted in Uncategorized | Tagged , , , | 5 Comments

The Moment I Knew America Was In Trouble, 3.0

Posted on August 15, 2022 by macromon

We are reposting a piece from June 1, 2020 as we are very concerned about the stability of the American Street and how much of our country is slouching toward a bizarre and unprecedented form of a dangerous fascism. [A]t … Continue reading →

Posted in Equities, Uncategorized | Tagged , | 3 Comments

QOTD: Time To Fear The American Street

Posted on August 14, 2022 by macromon

QOTD: Quote of the Day Putin and Xi couldn’t do it better than Fox News.

Posted in Uncategorized | 1 Comment

History Is Not On Inflation’s (or the Fed’s) Side

Posted on August 4, 2022 by macromon

CPI inflation hit 9.1 percent in June.  The FinMedia is quick to point out it was “the highest level in more than forty years,”   We doubt you will hear (at least from them) any context or the rest of the … Continue reading →

Posted in Inflation/Deflation, Monetary Policy, Uncategorized | Tagged , , | Leave a comment

The World’s Breadbasket

Posted on August 2, 2022 by macromon

There was some rare good news out of Ukraine today when a vessel loaded with 26,000 tons of corn left the port of Odesa — the first legal shipment of grain since Russia’s invasion began in late February. It’s a … Continue reading →

Posted in Uncategorized | Leave a comment

QOTD: Siding With King George

Posted on July 16, 2022 by macromon

QOTD: Quote of the Day Better Call Saul CNBC. A year ago financial market pricing expected 2.4% inflation over the following 12 months. We got 9.1% inflation. So maybe financial markets are not omniscient. — Jason Furman (@jasonfurman) July 14, … Continue reading →

Posted in Uncategorized | Leave a comment

The Over/Under On The CPI Number

Posted on July 12, 2022 by macromon

The BLS reports CPI inflation tomorrow with the expectations of the print in the above table. We are taking the under on the overall consensus expectation of 1.1 percent and the over on the core of  0.5 percent.   All based … Continue reading →

Posted in Economics, Inflation/Deflation, Uncategorized | Leave a comment

Greedflation?

Posted on July 10, 2022 by macromon
Posted in Uncategorized | Leave a comment

Container Port Congestion

Posted on July 8, 2022 by macromon
Posted in Uncategorized | 3 Comments

QOTD: The Bastardizing Of The Second Amendment

Posted on July 7, 2022 by macromon

For Carol K.  QOTD: Quote of the Day “the gun lobby’s interpretation of the Second Amendment is one of the greatest pieces of fraud . . . that I have ever seen in my lifetime.” – William Berger, Chief Justice of SCOTUS,  1969-86, appointed … Continue reading →

Posted in Uncategorized | 3 Comments