Tag Archives: President Trump

President Trump Is Not Your Father’s Conservative

Posted on July 12, 2019 by macromon

Summary The U.S. government’s cumulative monthly deficits in the first 29 months of the Trump Administration has almost doubled from the prior 29 months The sum of monthly deficits totaled $1.08 trillion during the period Sep. ’14 to Jan ’17 … Continue reading →

Posted in Budget Deficit, Charts, Uncategorized | Tagged , , | 4 Comments

Welcome To The Club, Mr. President

Posted on October 30, 2018 by macromon

An antagonistic free press is part of the job description, no? President Trump – October 26, 2018   Whenever the press quits abusing me I know I’m in the wrong pew. I don’t mind it because when they throw bricks … Continue reading →

Posted in President Trump, Uncategorized | Tagged , , , , | Leave a comment

QOTD: Slouching Toward A Banana Republic

Posted on October 10, 2018 by macromon

Could it be the markets are instead revolting against President Trump’s fiscal profligacy, and beginning to price in a potential debt crisis/major interest rate spike?   Just askin’. “I think the Fed is making a mistake. They are so tight. I … Continue reading →

Posted in Equities, Fed, Interest Rates, Monetary Policy, Uncategorized | Tagged , | 3 Comments

Who is Mexico’s presidential front-runner ‘Amlo?’

Posted on June 29, 2018 by macromon

North American geopolitics are about to get very interesting on Sunday.   President Trump is about to meet his match. As far as the United States is concerned, if the Trump era has strained relations with Mexico, Amlo’s election could change … Continue reading →

Posted in Mexico, Uncategorized | Tagged , | Leave a comment

Trump Plays Checkers, Xi And Kim Play 3-D Chess

Posted on May 22, 2018 by macromon

  …what Kim’s move reveals is a broader strategy at work. In the lead-up to the Singapore summit, should it still take place, Trump may be preparing for the wrong game: a two-player round of checkers when Kim is steeling … Continue reading →

Posted in Equities, Uncategorized | Tagged , , , , , | 9 Comments

Trump Says Unified Korea Could Happen

Posted on April 28, 2018 by macromon

Do you think President Trump has consulted with President Xi about a unified Korea? It is highly doubtful China will allow a unified Korea, one under Western influence. Different Scenarios Our best case scenario is the South and North move … Continue reading →

Posted in Geopolitical, Uncategorized | Tagged , | 12 Comments

eMac Rising: Macron Addresses Joint Session of Congress

Posted on April 25, 2018 by macromon

eMac (Emmanuel Macron)  is emerging has emerged as the new “leader of the free world.” He was well received by the U.S. Congress today in an address to a joint session.   Remember Freedom Fries? Today’s speech on Capitol Hill by the … Continue reading →

Posted in France, Politics, Uncategorized | Tagged , , , , | Leave a comment

JFK-Trump S&P Tracking Like A Tomahawk Cruise Missile

Posted on April 24, 2018 by macromon

We had several requests after the close to update the JFK-Trump S&P analog given today’s ugly market. The analog continues to track like a Raytheon tomahawk cruise missile, acting with the precision as if its  guided with the same Digital … Continue reading →

Posted in Economics, Equities, Uncategorized | Tagged , , , | 15 Comments

Send In The Neocons

Posted on March 22, 2018 by macromon

Not a surprise, but still troubling.  Totally inconsistent with President Trump’s view on the Iraq War. I am pleased to announce that, effective 4/9/18, @AmbJohnBolton will be my new National Security Advisor. I am very thankful for the service of … Continue reading →

Posted in Geopolitical, Politics, Uncategorized | Tagged , , , | Leave a comment

QOTD: Where Are They?

Posted on March 17, 2018 by macromon

“There are no grown ups in the room.” – Chris Whipple,  March 17

Posted in Politics, President Trump, Quote of the Day, Uncategorized | Tagged , , | Leave a comment