Category Archives: Uncategorized

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 →

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 →

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 →

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 →