Monthly Archives: January 2011

Larry Summers on structual change in U.S. labor market

Posted on January 16, 2011 by macromon

In one of his first interviews since leaving the White House,  Larry Summers talks about the structural changes taking place in the U.S. labor market on today’s GPS with Fareed Zakaria.  He mentions the IT take-off and the new jobs … Continue reading →

Posted in Apple, Employment, Equities, Video | Tagged , , , , | Leave a comment

Chart of the Day: Euro Oils Play Catch-up

Posted on January 16, 2011 by macromon

Big move in some of the European integrated oils last week.  Some have underperformed their American competitors by as much as 30-40 percent, which is more than explained by a weaker Euro.  If the market has been pricing a sovereign … Continue reading →

Posted in Commodities, Crude Oil, Equities, Euro | Tagged , , | Leave a comment

Happy Birthday to a True American Saint

Posted on January 15, 2011 by macromon
Posted in Video | Tagged | Leave a comment

The Week in Review: Waiting for Godot

Posted on January 15, 2011 by macromon

This market just won’t quit!  The S&P500 hasn’t had a one percent correction since November 23rd and those waiting for a better entry just keep waiting and waiting and waiting.  France’s CAC was the best weekly performer of the major … Continue reading →

Posted in Apple, Bonds, BRICs, Charts, China, Commodities, Energy, Equities, Euro, Week in Review | 1 Comment

JP Morgan’s Revenues: Tables & Charts

Posted on January 14, 2011 by macromon

Let’s start with the caveat we’re not stock analysts and the sheer size of JP Morgan’s balance sheet and the dynamic use of reserves makes it difficult to get a true picture of what’s really going on.   But it’s tough … Continue reading →

Posted in Credit, Earnings, Economics, Equities | Tagged | Leave a comment

25 BRIC Stocks Targeted By Shorts

Posted on January 14, 2011 by macromon

Great list compiled by the NASDAQ of the top 25 BRIC stocks which have seen a sharp increase in short interest in 4Q 2010.   Looks like big bets being made against Chinese solar,  possibly as targets of some sort of  … Continue reading →

Posted in Clean Tech, Energy, Equities | Tagged , | Leave a comment

Intel Inside: Macro Notes from the Conference Call

Posted on January 14, 2011 by macromon

Intel announced a 48 percent y/y jump in 4Q net income after the bell driven by strong corporate spending.  The company plans to step-up capital spending to $ 9 BN in 2011 with the emerging markets their main driver of  … Continue reading →

Posted in Charts, Earnings, Equities | Tagged , | Leave a comment

Cartoon of the Day

Posted on January 13, 2011 by macromon

Irish Prime Minister, Brian Cowan, is under fire for playing golf with Seán FitzPatrick, former CEO of Anglo Irish Bank — “the dynamo behind the breathtaking rise and spectacular crash of Anglo Irish Bank, is arguably the country’s most loathed … Continue reading →

Posted in Cartoon of the Day, PIIGS | Tagged , , | 1 Comment

Greatest Arb Ever: Cracking Gas into Big Macs

Posted on January 12, 2011 by macromon

OK, time for a little fun.  You can try this and let us know if it works. Almost everything today comes down to energy, right? The rise in food prices is really nothing more than an energy problem.   After all, … Continue reading →

Posted in Commodities, Crude Oil, Economics, General Interest | Tagged | 5 Comments

What You’re Paying For in a Gallon of Gas

Posted on January 12, 2011 by macromon
Posted in Commodities, Crude Oil | Tagged | 1 Comment