Tag Archives: Politics

Time To Fear The American Street

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

  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?

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

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

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

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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Spain snap election – Euronews

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The Clash of Generations, Fed, China, And The S&P500

We begin the new week with the S&P500 up over 15 percent from the December 26th intraday low at 2346.58 and sitting right at the 100-day moving average (2710.88) and the key .618 Fibo retracement at 2713.88.    Last weekend … Continue reading

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Multiple root problems lie behind Italy’s economic woes – FT

Great synopsis of Italy’s economic and political woes by the FT. The country’s lagging GDP per capita is all you need to know to understand the cause of the political conflict and rise of left-right Italian populism. We were surprised … Continue reading

Posted in Italy, Politics, Uncategorized | Tagged , , , , | 18 Comments

Massive Lavender Political Tsunami Forming

They’ll eat their words with a fork and spoon And watch ’em they’ll hit the road And all be surfin’ soon And when they catch a wave they’ll be Sittin’ on top of the world Catch a wave and your … Continue reading

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