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Recent Posts
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Tag Archives: Economy
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
John Bolton Confirms What GMM Suspected All Along
Xi is playing that guy like a Stradivarius fiddle. – GMM, Oct 2019 John Bolton’s new book is now in the hands of journalists and the deets are beginning to leak out. We state categorically GMM is not a big … Continue reading
Posted in Economics, Politics, Uncategorized
Tagged Economy, Global Macro Monitor, John Bolton
6 Comments
Chasing The FOMO Titanic Rally
FOMO – (Fear Of Missing Out) Panic buying is a type of behavior marked by a rapid increase in purchase volume, typically causing the price of a good or security to increase. From a macro perspective, panic buying reduces supply and creates … Continue reading
Bad Look Of High Stock Prices & High Unemployment
In a few hours, the BLS will release the employment situation for April, which will illustrate the devastation the COVID crisis has inflicted on the U.S. labor market. Since the crisis began 30 million plus American workers have filed for … Continue reading
Posted in Economics, Economist, Politics, Uncategorized
Tagged Economist, Economy, Stock Market, Unemployment
16 Comments
Are You Buying At These Valuations? Not Buffett
More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He hadn’t made any purchases recently; he didn’t buy up stocks when they had fallen … Continue reading
Posted in Bonds, Coronavirus, Equities, Uncategorized
Tagged bonds, Economy, Equities, Stocks, Unemployment
18 Comments
America’s Bearish Day At The Beach
Summary We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading
A life of boom and bust: Can Argentina break the cycle?
A century ago, Argentina was one of the ten richest countries in the world. But crisis after crisis has earned it the dubious distinction of being the only nation ever to regress to developing country status. With hyperinflation, devaluations and … Continue reading
Q1 2019 GDP = “Stranger Things”
It is always prudent to look under the hood after a big unexpected beat or miss on a major headline economic number. Never so relevant than Friday’s GDP report, which blew out expectations, and appears right out of Stranger Things. … Continue reading
Druckenmiller on Economy & Fed – Bloomberg
Dec.18 — Billionaire investor Stanley Druckenmiller discusses the outlook for the U.S. economy, his investment strategy for stocks and bonds, President Donald Trump’s attempts to sway Federal Reserve policy and the prospects for a solution to the U.S.-China trade dispute. … Continue reading
Posted in Video, Whales
Tagged Bloomberg, bonds, Economy, Fed, Stan Druckenmiller, Stocks
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QOTD: Easy To Be Bearish On China
…it is easy to be “too pessimistic” about the Chinese economy. “Looking at macro stuff in China does that to people. Things are much more optimistic at a micro level.”. – Jeffrey Towson, Peking Universtity via FT (QOTD = Quote … Continue reading
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