Argued that financials were just the other side of the housing coin and would get hit as housing bubble burst (2 years early)



Called Fed pause QT and rate hikes On December 11, 2018

Called the ‘top’ in growth in Jan 2018 –exactly when Housing, Autos & PMI peaked

Stephanie Pomboy

Repeated warnings about financial collapse

Report Samples

Here Comes Santa Pause - December 2018


Bass Ackwards- April 2018

Buybacks are to this cycle what Homebuilders were to the last

While the consensus frets the end of bull market in government bonds, corporates are the real risk

Current clients of MacroMavens include the largest U.S. mutual funds, investment management firms, and leading global hedge funds. The firm provides its services, from passive receipt of weekly economic commentary, to customized research and consulting, in exchange for soft dollar payments.

When Animals Attack - December 2007

Captain Kirk -  June 2006

MacroMavens provides macroeconomic research and commentary to the institutional investment community.

The firm was established in February 2002 by Stephanie Pomboy after 11 years working with Ed Hyman and Nancy Lazar at ISI Group. Having earned her Bachelors Degree in economics from Dartmouth College, Stephanie initially joined the economic research group at Cyrus J. Lawrence, which was then headed by Ed Hyman.  In 1991, the team left to establish ISI Group, an independent economic research firm.  During her 11 year tenure at ISI, Stephanie worked closely with the largest and most sophisticated investment institutions, providing timely economic insights and analysis.

MacroMavens furthers these endeavors in striving to identify important economic trends early while avoiding the typical overemphasis on short-term swings.  The work is frequently cited in industry publications from Barron’s to The Wall Street Journal.  And Stephanie has been the subject of many  interviews on Bloomberg, Fox Business and CNBC.

Serenity Now-  March 2008

MacroMavens identified the impending inflation of the housing bubble in 2002--long before it was even the subject of debate

Argued that the fallout from the housing (and credit ) bust would drive US economy into biggest downturn since the Great Depression