Tag Archives: President Trump

President’s Rebuttal Tweet On Gen. Kelly Conflict

Posted on September 1, 2017 by macromon

General John Kelly is doing a great job as Chief of Staff. I could not be happier or more impressed – and this Administration continues to.. — Donald J. Trump (@realDonaldTrump) September 1, 2017

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Get Shorty If The “Church Lady” Bolts La Casa Blanca

Posted on September 1, 2017 by macromon

A stunning piece in the Washington Post posted last night about a potential conflict between President Trump and his Chief of Staff,  General John Kelly,  now dubbed the “Church Lady” by the White House staff. Political risk in Washington has diminished with … Continue reading →

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The Health Care Bill And The Fallacy Of 18% Of GDP

Posted on July 18, 2017 by macromon

The American political system may just be about to wake up and inching torward bipartisanship. The failure of the Republicans to “repeal and replace” Obamacare after seven years of pounding the table is a “big fail.” After controlling both houses … Continue reading →

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Mexican Peso Recovers All Of Its Trump Losses, Then Some

Posted on July 15, 2017 by macromon

The Mexican peso,  after falling 18 percent against the dollar from the U.S. presidential election day to the day before the inauguration on January 19,  it has rallied almost 20 percent from its low, and is now up 15 percent … Continue reading →

Posted in Currency, Monetary Policy, Uncategorized | Tagged , , | 3 Comments

QOTD: On Diplomacy

Posted on March 2, 2017 by macromon

Unlike President Trump’s self-vaunted real-estate negotiations, in diplomacy all parties are accountable, first and foremost, to their domestic audiences. And domestically, the perception of what is a good outcome may be  entirely different from the diplomats’ actual desired outcome. In … Continue reading →

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Reagan v Trump Macro Initial Conditions

Posted on December 26, 2016 by macromon

We hear lots of talk these days about,  Why Donald Trump’s Market Rally Echoes Ronald Reagan’s.    We are big fans of Chaos Theory, Chaos theory is a branch of mathematics focused on the behavior of dynamical systems that are … Continue reading →

Posted in Equities, President Trump, Uncategorized | Tagged , , | 11 Comments

Mr. “King Dollar” Takes The CEA

Posted on December 15, 2016 by macromon

Congrats to Larry Kudlow,  a good guy (though a supply side ideologue),  as reports pour in that President-elect Trump will appoint him to head up the Council of Economic Advisors (CEA). He has always advocated a strong dollar, or “King … Continue reading →

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