-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,206 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Category Archives: Uncategorized
Cathie Wood Sees 20 Percent Returns In 2021
Get well, Carol K.. You crushed me on in our bet for the year-end S&P 500 target. This one’s for you.
Posted in Uncategorized
1 Comment
Semiconductor Manufacturing In The U.S.
Source: SIA
Stocks On A Long Monetary Leash
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market mania being led and fueled by … Continue reading
Posted in Coronavirus, Economics, Uncategorized
Tagged Bubble, COVID, Economy, Inflation, Money Supply, Stocks, U.S. GDP
1 Comment
The Paradox Of Value & The Water-Diamond Paradox
Times they are a changin’. Water is joining gold, oil and other commodities traded on Wall Street, highlighting worries that the life-sustaining natural resource may become scarce across more of the world. Farmers, hedge funds and municipalities alike will be … Continue reading
Posted in Uncategorized
Leave a comment
Be Thankful!
Happy Thanksgiving, folks. Be kind and help someone in need. Found this Thanksgiving gem by Natalie Cole. Dedicated to the one I love.
Posted in Uncategorized
Leave a comment
How COVID Has Turbo Charged Big Tech – FT
What happens when a pandemic collides with technological change? Covid-19 has shaken business to its core. The FT’s Lex maps how the landscape is changing – FT
The Biden Cabinet: Prediction Markets Making Big Bets On XX Chromosome Set
This post is dedicated to our very loved colleague and friend, Carol K., who has been bravely fighting a relapse of ovarian cancer. She received the results today she is cancer-free. She is a true warrior and we never had … Continue reading
Can Low Inflation Withstand The Pandemic Recovery Effort?
We’ve always maintained inflation is not measured correctly just as the video assets as is the supply of “money.” We’ll go further, and have several times, and say “money“ cannot be even defined today. Stay tuned.
Posted in Uncategorized
1 Comment
Global Macro Monitor 