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Recent Posts
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Category Archives: Uncategorized
The Taiwan Strait Getting Hot, Hot, Hot, Hotter…3.0
#CKStrong We are reposting a repost of a piece we did last September. Our sense is Mr. Xi is testing and doing the calculus if the U.S.is willing to fight WWIII over Taiwan. Taiwan and U.S. officials have expressed alarm … Continue reading
Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized
Tagged China, H.R. McMaster, Montenegro, Taiwan
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October Surprise
#CKStrong A nice little factoid to impress at a cocktail or…err…Cannabis party as we usher in the new quarter. October is here, and in the Northern Hemisphere, that often means the days are flush with falling leaves, chilling weather, and … Continue reading
Posted in Uncategorized
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Why You’re Addicted To Shopping
#CKStrong Hint: The same reason why people hoard toilet paper.
Posted in Uncategorized
1 Comment
“Culture As An Asset”
#CKStrong Stunning. Hedge funds hoovering up trading cards as an “alternative to equities” with the same passion Brooks Robinson hoovered up ground balls. This is usually a sign of the endgame for markets, i.e,, the precursor to a bear market. … Continue reading
Posted in Uncategorized
1 Comment
The Inside Story Of The Ship That Broke Global Trade
#CKStrong
Posted in Uncategorized
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COVID Deaths v. State Vax Rates
#CKStrong Never forgetting Carol K. We are with you, girl! Anyone see a pattern here? If you stare at the chart long enough, you can see the pink red elephant [in the room]. Sadly this chart is largely a function … Continue reading
The Global Supply Chain & Path Of Inflation
#CKStrong Go CK! The following was originally posted at custerconsulting.com. Summary As summer fades, the global economy is downshifting from months of super-charged growth, pumped up by unprecedented fiscal and monetary policy measures. Growth will continue throughout the year but … Continue reading
Posted in Uncategorized
4 Comments
COTD: U.S. Budget Deficit
COTD = Chart of the Day #CKStrong Go Carol K! The doctors are stunned at her fight and grit. So are we. We want some. Looks like the U.S. budget deficit is going to come in around 12 percent of … Continue reading
Posted in Uncategorized
2 Comments
COVID: The Red, Right, And Blue
#CKStrong Warning: Politics may be is hazardous to your health. All but two of the states above the national rate of daily hospitalizations per 100k (30) are in the red, and Hawaii is kind of a special case and only one … Continue reading
Posted in Uncategorized
4 Comments
Global Macro Monitor 