Category Archives: Uncategorized

The GOAT Dishing On Inflation

Posted on June 15, 2021 by macromon

PTJ, the Greatest Of All-Time (GOAT) in my book. I have few regrets in life but one is not hitting his bid when I was being pursued by his hedge fund years ago. The California beach was just too comfy … Continue reading →

Posted in Uncategorized | 2 Comments

Feels Like 1977: Inflation Too High, Money Too Loose

Posted on June 13, 2021 by macromon

This post is a short follow-up to our inflation piece from last night, Inflation In Context: A Liquidity Adjusted CPI Index, which was a bit too wonky, and we don’t think we were clear in making our points. Again, we are … Continue reading →

Posted in Uncategorized | 34 Comments

Inflation In Context: A Liquidity Adjusted CPI Index

Posted on June 11, 2021 by macromon

First, folks, please send your prayers, thoughts, good feelings, positive energy, miracles, healing touch, whatever you got, and whatever it takes to GMM’s beloved Carol K., who keeps battling, never giving up against a serious disease in Boston at one, … Continue reading →

Posted in Uncategorized | 39 Comments

AI At It’s Best

Posted on June 10, 2021 by macromon
Posted in Uncategorized | Leave a comment

Share Of Worldwide Semiconductor Market By Type

Posted on June 9, 2021 by macromon

Great chart from Custer Custer Group on share of semiconductor types that make up the global market in 2021. Source:  Business Outlook  

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U.S. Approaches Adult Herd Immunity

Posted on May 18, 2021 by macromon

I am asking GMM readers to send thoughts, prayers, postive energy or whatever you got to our beloved Carol K., GMM’s Chief Money Printer, as she battles a serious illness in Boston.  She’s the best, we’re hoping for the best, … Continue reading →

Posted in COVID, Economics, Uncategorized | 3 Comments

Just In Case You Think The Fed Has A Clue

Posted on April 29, 2021 by macromon

This should dispel the notion. Can’t wait to hear the Chairman justify zero rate policy and deficit monetization with inflation roaring at > 5 percent. It would be entertaining, if it weren’t so damaging. Where To Inflation? Here’s a pretty … Continue reading →

Posted in Uncategorized | 40 Comments

Common Sense Or Just Not Woke?

Posted on April 18, 2021 by macromon

Love this kid and his refreshing dose of common sense in a world of panic buying and creation of “fake scarcity” with too much money driving asset prices, and now prices of goods and services.  Maybe he, like I, is … Continue reading →

Posted in Uncategorized | 2 Comments

A Day In The Life Of Tim Cook

Posted on March 27, 2021 by macromon
Posted in Uncategorized | 2 Comments

You Sure, Georgia?

Posted on March 25, 2021 by macromon

“Poor Mexico [Georgia Republicans.]  So far from God and so close to the United States [MAGA.]”  ― Porfirio Diaz (paraphrased) The Georgia law will make it a misdemeanor crime to give food or drinks to voters waiting in long lines. … Continue reading →

Posted in Politics, Uncategorized | Tagged , | 1 Comment