Tag Archives: Impeachment

The Night the Red Light Went Out in Georgia?

Posted on November 14, 2019 by macromon

Is Roxane about to put off the Republican red light in Georgia? Stunning New Poll In Georgia It ain’t over ‘til it’s over but the latest polling data from the Atlanta Journal-Constitution is nothing less than stunning.   A Republican presidential candidate has only … Continue reading →

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Time To Start Discounting A Hard Left Turn

Posted on October 21, 2019 by macromon

 “I don’t like the Democrats, but Trump is destroying the Republic!  – Retired Four-Star General (See Admiral McRaven’s editoral below)  Last week was a very bad week for President Trump and may, in hindsight, be the tipping point of his … Continue reading →

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It’s Hitting The Fan, No Longer A 6 Sigma Event?

Posted on September 30, 2019 by macromon

When a headline like this appears in the Washington Post it is probably is no longer a 6 Sigma event, i.e, the odds of it happening are 500 million to 1. Recall the political scenario we laid out in May … Continue reading →

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The Coming Political Oktoberfest

Posted on September 28, 2019 by macromon

So we missed by a week or two. Coming “Summer Political Discontent?” There will be some political instability into a second referendum vote as the Brexiteers take to the street.  Depending on how things shape up with President Trump’s legal … Continue reading →

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Impeachment Prediction Market Flying

Posted on September 23, 2019 by macromon

Check out the prediction market on impeachment over at PredictIt. Odds Have Moved From 11:1 To 4.8:1 Trump Will Now Impeached By Year-End The contract that Trump will be impeached by the end of 2019 is up 133 percent in … Continue reading →

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Did Mueller Buy Or Sell President Trump?

Posted on May 29, 2019 by macromon

“And as set forth in the report after that investigation, if we had had confidence that the President clearly did not commit a crime, we would have said so.  We did not, however, make a determination as to whether the … Continue reading →

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Trump Losing Fox News – Summer of Discontent Cometh

Posted on April 25, 2019 by macromon

Caveat emptor.  The complacency in markets is absolutely stunning as the U.S. slowly drifts into, what could be, the biggest Constitutional Crisis in the nation’s history. Trump lost the top legal analyst at Fox News today.  This is a major … Continue reading →

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BFTP: How Sustainable Is Earnings Growth?

Posted on April 22, 2019 by macromon

BFTP: Blast From The Past We posted the following last May when earnings and the market were all lathered up and on a sugar high induced by the corporate tax cut and weaker dollar in 2017.  Our lack of confidence … Continue reading →

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Impeachment Market – The Only Market That Matters Now

Posted on April 18, 2019 by macromon

Taking a break from Holy Week to sift through the Mueller Report. It is going to be very difficult, in our opinion,  for the House Judiciary Committee (HJC)  not to proceed with impeachment hearings.  If they begin, the Democrats will have … Continue reading →

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