Tag Archives: China

Hmmmm…

Posted on January 10, 2019 by macromon

I’m focused on the picture in the People’s Daily tweet.  Are those what I think they are? China has been keeping its promises to uphold environmental protection since the first global commitment in 1972. Over 40 years gone by since … Continue reading →

Posted in Black Swan Watch, China, Uncategorized | Tagged , | Leave a comment

Why Communist China Has So Many Billionaires – Bloomberg

Posted on January 10, 2019 by macromon

By one estimate, China mints a new billionaire every two days, far exceeding the rate of countries like the United States. But how did China remain a nominally Communist state while becoming a hotbed for billionaires-in-the-making? Bloomberg QuickTake explains how … Continue reading →

Posted in China, Uncategorized | Tagged , , , | Leave a comment

2019’s Five Most Mispriced Tail Events

Posted on January 6, 2019 by macromon

  Trump Leaves Office By Year-End There is only one thing Trump likes more than power – money.  As his legal troubles grow exponentially in 2019, the president has an epiphany that he could lose all his wealth.  He cuts … Continue reading →

Posted in Tail Risk, Uncategorized | Tagged , , , , , | 15 Comments

Ten Good Weekend Reads – January 4

Posted on January 4, 2019 by macromon

Major themes set to shape markets in 2019 – FT Five Doom Loops to Navigate in 2019 – Bloomberg As China Talks Begin, Trump’s Trade Negotiator Tries to Keep President From Wavering – NY Times Japan in 2019: 10 surprises … Continue reading →

Posted in Uncategorized, Weekend Reads | Tagged , , , , , , | Leave a comment

Opening China Shanghai ETF Trade

Posted on January 4, 2019 by macromon

Taking some ASHR, the Xtrackers Harvest CSI 300 China A ETF at $22.20 for a short-term trade going into next week’s trade negotiations.  Our sense is Trump and Xi are under enormous pressure to generate a positive outcome, or at … Continue reading →

Posted in China, Trades, Uncategorized | Tagged , , , | Leave a comment

Xi Says Taiwan Will Be United With Mainland

Posted on January 1, 2019 by macromon

Bloomberg is reporting tonight, Chinese President Xi Jinping said Taiwan must be unified with the mainland to achieve his goal of completing the country’s rejuvenation. “China must and will be united, which is an inevitable requirement for the historical rejuvenation … Continue reading →

Posted in China, Geopolitical, Uncategorized | Tagged , , | Leave a comment

Ten Good Weekend Reads

Posted on December 15, 2018 by macromon

Haven dollar touches 1½-year high as global growth worries dominate trading – MarketWatch Conte Says His Budget Deficit Offer Is the Best Italy Can Do – Bloomberg The Fed’s Critical Role for 2019 – Barron’s Business debt swells to $9 … Continue reading →

Posted in Weekend Reads | Tagged , , , , , , | Leave a comment

Watching Gold

Posted on December 9, 2018 by macromon

Gold is looking interesting. Fundamentally, it shouldn’t as the Fed is tightening the screws on liquidity, the ECB is ready to stop the printing press, and international reserves continue to decline. Check out the chart.  Higher lows since August,  a … Continue reading →

Posted in Gold, Uncategorized | Tagged , , | 13 Comments

The Free Trade Debate: Markets Losing Patience

Posted on December 7, 2018 by macromon

I bought of very nice pair of denim jeans the other night for $9.00.   When I was in grad school just a few decades ago, I paid $26.00 for a pair of lesser quality.  That is about $62.00 in 2018 … Continue reading →

Posted in Economics, Trade War, Uncategorized | Tagged , , , | 4 Comments

Ten Good Weekend Reads

Posted on November 23, 2018 by macromon

Here comes a $40 handle on crude! Why good forecasters become better people – FT  To make predictions, keep an open mind and understand what you don’t know Trump, Xi Signal Readiness for Trade Talks Ahead of G-20 Meeting – … Continue reading →

Posted in Uncategorized, Weekend Reads | Tagged , , | Leave a comment