Tag Archives: Taiwan

The Taiwan Strait Getting Hot, Hot, Hot, Hotter…3.0

Posted on October 7, 2021 by macromon

#CKStrong We are reposting a repost of a piece we did last September.  Our sense is Mr. Xi is testing and doing the calculus if the U.S.is willing to fight WWIII over Taiwan.  Taiwan and U.S. officials have expressed alarm … Continue reading →

Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized | Tagged , , , | Leave a comment

Straight Flush: The Taiwan Straight Beats The Straight Of Hormuz

Posted on January 7, 2021 by macromon

As the stock market and the FOMO chasers remain unhinged from reality (3 standard deviations above mean valuations) about as much as the crowd we watched in horror invade the Capitol yesterday, it’s time to revert to a fundamental story … Continue reading →

Posted in Uncategorized | Tagged , , , , | 2 Comments

The Great Misread: Secular Lower Prices In Semiconductors

Posted on October 8, 2020 by macromon

Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices.  Semiconductors are … Continue reading →

Posted in Disinflaton, Semiconductor prices, Semiconductors | Tagged , , | 2 Comments

The Taiwan Strait Getting Hot, Hot, Hot…2.0

Posted on September 21, 2020 by macromon

China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg QuickTake (@QuickTake) September 21, 2020 We originally posted the following in … Continue reading →

Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized | Tagged , , , | 5 Comments

2019’s Five Most Mispriced Tail Events

Posted on January 6, 2019 by macromon

  Trump Leaves Office By Year-End There is only one thing Trump likes more than power – money.  As his legal troubles grow exponentially in 2019, the president has an epiphany that he could lose all his wealth.  He cuts … Continue reading →

Posted in Tail Risk, Uncategorized | Tagged , , , , , | 15 Comments

Xi Says Taiwan Will Be United With Mainland

Posted on January 1, 2019 by macromon

Bloomberg is reporting tonight, Chinese President Xi Jinping said Taiwan must be unified with the mainland to achieve his goal of completing the country’s rejuvenation. “China must and will be united, which is an inevitable requirement for the historical rejuvenation … Continue reading →

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

Browbeating the Fed 2.0

Posted on October 11, 2018 by macromon

As the market melt and President Trump ramps up his rhetoric on Fed rate hikes, we thought you’d be interested in our July post. By the way,  the geopolitics in the Taiwan strait are growing much hotter since we wrote.  … Continue reading →

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

USA vs CHINA – BBC 2016 (Must View)

Posted on January 14, 2017 by macromon

Things are starting to heat up in the Taiwan Straight and only to get hotter under the Trump Administration.  This BBC video is great background. China’s foreign ministry hit back in a statement advising Trump, a billionaire property tycoon who … Continue reading →

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

Global PMI At Three-Year Low

Posted on July 2, 2012 by macromon

Markit reported the JP Morgan Global Manufacturing PMI fell to 48.9, the fasted rate of contraction since May 2009.  Led by weak growth in the U.S. rates of decline accelerated in China, Brazil, and Vietnam.  Japan, Taiwan, and South Korea … Continue reading →

Posted in Economics, PMIs | Tagged , , , , , , | Leave a comment

Apple’s Market Cap Now Larger Than Poland & Belgium GDP

Posted on March 14, 2012 by macromon

Apple’s parabolic repricing continues. The stock was up over $21 today ($45 since Friday’s close) on the back of a Morgan Stanley report, which included a price target of $960.   The market is starting to reprice the stock to a … Continue reading →

Posted in Apple | Tagged , , , , , , | 3 Comments