Tag Archives: Politics

Susan Rice VEEP Pick Ramping

Posted on August 7, 2020 by macromon

Susan Rice has narrowed a 33 point gap on August 2nd in the prediction markets to within 7 points of Senator Kamala Harris to become Joe Biden’s choice as the Democratic vice presidential nominee.     See our July 19th post, … Continue reading →

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Susan Rice — The Next VEEP?

Posted on July 19, 2020 by macromon

Susan Rice, who served as President Obama’s  Ambassador to the United Nations and  National Security Advisor, has skyrocketed in the prediction markets over the past few days as Biden’s VEEP choice. Biden has already locked himself into choosing a woman … Continue reading →

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The COVID Economy In Suspended Animation

Posted on July 14, 2020 by macromon

Summary The U.S. economy is not real and in a current state of “suspended animation” The COVID rescue package has introduced significant distortions into the economy The “Corona Capitalists,” some very well capitalized and liquid corporations, have accounted for a … Continue reading →

Posted in Economics, Equities, Geopolitical, Politics, Uncategorized | Tagged , , , | 20 Comments

Looks Like A Democratic Tsunami – Cook Report

Posted on July 9, 2020 by macromon

This election is looking more like a Democratic tsunami than simply a Blue wave. President Trump, mired in some of the lowest job approval ratings of his presidency, is trailing Biden by significant margins in key battleground states like Pennsylvania (8 … Continue reading →

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Time To Fear The American Street

Posted on May 28, 2020 by macromon

I used to go home every night as a young Wall Street trader worried about how instability on the “Arab Street” would adversely impact my long unhedged positions.  If you have been a reader of the Global Macro Monitor over … Continue reading →

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The Black Swan Chart Of 2020

Posted on January 20, 2020 by macromon

  The surprising outcome of the 2020 presidential election may be, OK, Boomer.  It’s time to pass the torch of leadership to a new generation.    The younger generations dwarf the boomers in terms of sheer numbers but they have … Continue reading →

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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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Ross Perot And Me

Posted on July 9, 2019 by macromon

R.I.P, Ross Perot. The Butterfly Effect Again If not for Ross Perot’s decision to run for president as a third-party candidate in 1992, there would be no President Bill Clinton, no candidate Hillary, and probably no President Trump. Politics is … Continue reading →

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The Snowflake Economy & Market

Posted on June 25, 2019 by macromon

Don’t talk to me about snowflakes.  I have one daughter in college and one about to enter and we have had some very interesting and, let’s just say loud, discussions about free speech,  triggers, snowflakes, and safe spaces.   On one … Continue reading →

Posted in Economics, Politics, Uncategorized | Tagged , , , , | 14 Comments

The Politics of Semantics

Posted on March 10, 2019 by macromon

Are you surprised in our “post-truth” world the 2020 Presidential election is going to be framed by one word,  “Socialism?” What exactly is socialism? Bernie Sanders likes to call himself a democratic socialist but immediately identifies with the Scandinavian countries, … Continue reading →

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