Tag Archives: Stocks

Global PMI: Input costs rise to a 16-month high

Posted on July 1, 2024 by macromon

Take heed, folks; input costs, as measured in the latest release of the Global Manufacturing PMI, are rising at the fastest clip in 16 months. Manufacturing input costs were a leading indicator of the last wave of inflation.   Measured overall, … Continue reading →

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Global Risk Monitor: Week In Review – June 21

Posted on June 21, 2024 by macromon

The global markets experienced mixed results for the week. Equity markets mostly rose, led by a rebound in European shares and Brazil, while bond yields exhibited slight increases. Currencies saw the dollar index strengthening slightly, with mixed movements among major … Continue reading →

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Global Macro Watch – Octoberfest

Posted on October 31, 2022 by macromon
Posted in Charts, Commodities, Currency, Dollar, Equities, Global Macro Watch, Global Risk Monitor, Global Stock Performance | Tagged , , , , , | 3 Comments

At Least Some Things Never Change

Posted on December 23, 2020 by macromon

With the markets unmoored from historical reality (along with half the country, by the way) and valuations at historic and unprecedented extremes, it’s refreshing to see some things don’t change, such as the painful short squeeze taking place in the … Continue reading →

Posted in Equities, Fed | Tagged , , | 1 Comment

Stocks On A Long Monetary Leash

Posted on December 7, 2020 by macromon

M2 Money Stock – Weekly % Year-on-Year Change  Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate.  Not so stunning to see the stock market mania being led and fueled by … Continue reading →

Posted in Coronavirus, Economics, Uncategorized | Tagged , , , , , , | 1 Comment

QOTD: Only Buy Stocks That Go Up

Posted on October 12, 2020 by macromon

QOTD = Quote of the Day Will Rodgers was way ahead of his time.    His quote defines the group think of today’s marginal buyer with the qualification that stocks always go up.  Well, at least, most of the time … Continue reading →

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Time For Some Context, Again

Posted on August 27, 2020 by macromon

Money Fueled Bubble Speculative manias gather speed through expansion of money and credit. Most expansions of money and credit do not lead to a mania; there are many more economic expansions than there are manias. But every mania has been … Continue reading →

Posted in Black Swan Watch, Economics, Equities | Tagged , , | 10 Comments

Has Netflix Peaked?

Posted on July 17, 2020 by macromon

Our crack stock picker, Coach Carol,  thinks the probability favors the affirmative.  Personally,  I think Netflix, the service, is…rhymes with rap. The attraction of most of these streaming services, in my opinion, is their new content, and Amazon Prime is … Continue reading →

Posted in Equity, Uncategorized | Tagged , , | 1 Comment

Why So Few Bears Own Park Avenue Apartments

Posted on June 10, 2020 by macromon

Summary Bears can’t win the long-game, the probabilities are stacked against them as stocks (DJIA) have generated positive returns for almost 70 percent of the last 100 years Bears also face a relatively new (since the 1990s) headwind,  that is … Continue reading →

Posted in Economics, Uncategorized | Tagged , , | 16 Comments

Are You Buying At These Valuations? Not Buffett

Posted on May 3, 2020 by macromon

More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He hadn’t made any purchases recently; he didn’t buy up stocks when they had fallen … Continue reading →

Posted in Bonds, Coronavirus, Equities, Uncategorized | Tagged , , , , | 18 Comments