Tag Archives: MMT

Got Gold?

Posted on March 24, 2020 by macromon

The Fed’s effective nationalization of the financial markets in the past week has spiked gold prices.  It does appear the first phase of the bear market and bursting of multiple asset bubbles is almost complete.  Phase 1, an initial massive deleveraging, … Continue reading →

Posted in Germany, Gold, Uncategorized | Tagged , , , | 11 Comments

Ten Plus Plus Great Weekend Reads – March 15

Posted on March 15, 2019 by macromon

Markets Active investors are depressed, but not depressed enough – FT Over his long and illustrious career, Mr Buffett has beaten the market handily, but over the past 10 years, the return of Berkshire Hathaway shares is 274 per cent. … Continue reading →

Posted in Uncategorized, Weekend Reads | Tagged , , , , | 1 Comment

“Crowding Out” Caused The Q4 Stock Swoon

Posted on February 26, 2019 by macromon

In what we consider one of our best and most timely all-time posts, The Gathering Storm In The Treasury Market 2.0, a must-read tome on the structural changes taking place in the U.S. Treasury market, we warned at the end of last … Continue reading →

Posted in Bonds, Uncategorized | Tagged , | 8 Comments

Millennials Rising, Market Risk Increasing

Posted on February 14, 2019 by macromon

Righteous! Check out today’s cover of the Economist.   It confirms our ongoing analysis and illustrates why you should read the Global Macro Monitor, folks. It’s been almost exactly one year to the date since we posted,  Karl, The Comeback Kid?  We warned … Continue reading →

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