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Recent Posts
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Tag Archives: Politics
Swing State Economic Outperformance
Key Points: Six of seven key battleground states outpaced national GDP growth in Q2 2024. Michigan and Wisconsin were among the top 10 fastest-growing states. Pennsylvania rebounded after contracting in Q1. Arizona, Georgia, and North Carolina saw higher-than-average growth. Nevada’s … Continue reading
Posted in Uncategorized
Tagged Donald Trump, Joe Biden, kamala-harris, News, Politics
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No Country For Old Men
Wendell: That’s very linear, Sheriff.Ed Tom Bell: Well, age will flatten a man. – No Country For Old Men When I was younger, I could remember anything, whether it had happened or not; but my faculties are decaying … Continue reading
Posted in Uncategorized
Tagged hunter-biden, Joe Biden, News, Politics, president-joe-biden
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Time To Fear The American Street 2.0
Here’s a repost to keep on your radar, given the expected fireworks on Tuesday. Getting long water canons and the National Guard. The question is which side does the National Guard side with in the Red States? Will Biden have … Continue reading
Posted in Politics, Uncategorized
Tagged Politics, The American Street, The Arab Street
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Susan Rice VEEP Pick Ramping
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
Posted in Politics, Uncategorized
Tagged Biden, Politics, Susan Rice, Vice President
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Susan Rice — The Next VEEP?
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
The COVID Economy In Suspended Animation
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 COVID Economy, Equiities, Politics, Rent Arrears
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Looks Like A Democratic Tsunami – Cook Report
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
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
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
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
Posted in Politics, Uncategorized
Tagged Impeachment, Politics, Prediction Markets, Trump
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Global Macro Monitor 