Category Archives: Uncategorized

Our beloved Carol K. starts a new risky treatment this week to try and conquer her serious illness.  Everyone at GMM and all of our readers are with you, girlfriend!   Can’t wait to hear the Chairman justify zero rate policy … Continue reading →

Just a follow-up to our last post, Will The Delta Variant Shut Down The Economy?, take a look at how surprisingly low Taiwan and South Korea’s fully vaccinated populations are.  Taiwan’s rate is so low, that we suspect (with little … Continue reading →

NFW!  Tune out the nonsense, turn off the news, and stick to the data, folks.  The Wall Street clowns are at it again, spreading fear and loathing about the new strain of COVID, the Delta variant, retrofitting a new negative … Continue reading →

Great video, well worth your 10 minutes. Any guesses of the impact on inflation/deflation?

I used to go home every night as a young Wall Street trader worried about how instability on the “Arab Street” would adversely impact my long unhedged positions.  If you have been a reader of the Global Macro Monitor over the past … Continue reading →

The following video is very informative, and I don’t think I have seen a better argument for keeping the government out of the bedroom. We live in a world of politics and/or government policy gone crazy with zero contemplation of … Continue reading →

Good stuff.

This video is excellent.  Long for Twitter years but well worth the time.  Dalio and Summers crystalize the inflation debate. Summers, the traditional economist, talks about demand-pull overheating, output gaps, and labor markets. At the same time, Dalio comments on … Continue reading →

Wow,  Justin is acting pretty conservative for a liberal.  Canada already has some of the best COVID numbers in the world.  High VAX, low new daily cases.    Assuming 4 percent of Canada has had (1.41 million reported cases) or … Continue reading →