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Recent Posts
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Category Archives: Uncategorized
The Taiwan Strait Getting Hot, Hot, Hot…2.0
China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg Originals (@bbgoriginals) September 21, 2020 We originally posted the following in … Continue reading
Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized
Tagged China, H.R. McMaster, Montenegro, Taiwan
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A COVID Fear Gauge & Real-Time Economic Indicator
After giving some thought to our last post on Air Travel. we constructed our own chart with the data, which is pretty damn interesting, informative, and depressing. We have also added the Bloomberg chart on the collapse of international travel … Continue reading
Ten Stocks Accounted For > 50% Of S&P’s August Gains
Hat Tip: @NewSquawk
Posted in Uncategorized
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The Good, The Bad, The Fugly Of COVID Consumption
A couple of very interesting and informative charts on U.S. consumption patterns during COVID from Patrick Zweifel at Pictet Asset Management. Definitely confirms our priors. Can’t find a fairly priced bike anywhere. .
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Global Macro Monitor 