Monthly Archives: January 2011

Not Your Father’s IBM…

Posted on January 19, 2011 by macromon

IBM blew away estimates and was trading up $4.oo in after hours tradings.  Here’s a  couple of interesting charts from today’s earnings presentation.    Take a look how the company is transforming itself from what was primarily a hardware company … Continue reading →

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ChinaLeaks: Dec CPI slows to 4.6%, GDP Grows 10.3% in 2010

Posted on January 19, 2011 by macromon

Looks like someone in the CenBank is  worried about the stock market and leaked economic data, which was not due out until Thursday.    Nice cred!    The Straits Times reports, BEIJING – CHINA’S economy grew 10.3 per cent last year as … Continue reading →

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Money Quotes from the Apple Conference Call

Posted on January 19, 2011 by macromon

Read the following money quotes from the Apple earnings conference call and be stunned. Revenue …for the quarter was $26.7 billion, an increase of more than $11 billion over the prior December quarter’s result, representing growth of 71%. Mac We … Continue reading →

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Targets of Yield-Seeking Capital

Posted on January 18, 2011 by macromon

This graph from the World Bank illustrates why Brazil is having such a problem with capital inflows.  Capital will always seek out the highest risk-adjusted return. During times of excess liquidity and low interest rates, however,  markets ignore or jettison … Continue reading →

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Chart of the Day: Country GDPs and American States

Posted on January 18, 2011 by macromon

In case you missed it,  a great chart from the Economist comparing the size of country GDPs to American states.   This gives some perspective on the relative size of the U.S. economy.

Posted in Chart of the Day, Charts | Tagged , | 2 Comments

Nonlinear Thinking: The Future of Ag?

Posted on January 18, 2011 by macromon

As food prices spike and the Malthusian noise grows louder let’s take a look at what the “victory garden” of the future may look like.   Indoor Ag and hydroponics are already huge in the the production of the number one … Continue reading →

Posted in Clean Tech, Commodities, Equities, General Interest, Nonlinear Thinking, Technology | Tagged , , | 6 Comments

Godspeed, Steve Jobs….

Posted on January 18, 2011 by macromon

Global Macro Monitor is one of Mr. Jobs’ biggest fans.  We believe he’s rebuilt Apple into the world’s best company.  We’re praying for his speedy recovery and full return to health. We have no idea how this will play out … Continue reading →

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Shanghai Breaks 200-day, Commodites Next to Roll?

Posted on January 17, 2011 by macromon

During the 1990’s when the emerging markets were still emerging a friend of ours wrote a research report on pre-restructured busted Russian debt titled, No Rush to Buy, No Russians Buying.  The point was the Russians knew the prospects for … Continue reading →

Posted in Black Swan Watch, Bonds, BRICs, Budget Deficit, China, Commodities, Crude Oil, Currency, Economics, Geopolitical, Monetary Policy | Tagged , , | 3 Comments

Paul Tudor Jones of Sports Betting

Posted on January 16, 2011 by macromon

A nice piece about Billy Walters on 60 Minutes.  He doesn’t have much love for Wall Street.  Check it out….

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Nonlinear Thinking: Jurassic Park

Posted on January 16, 2011 by macromon

The Telegraph is reporting that the woolly mammoth could be brought back to life in  four years due to a breakthrough in cloning technology.   The advancement of technology is accelerating (positive second derivative) at a  stunning rate and we may … Continue reading →

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