Monthly Archives: January 2011

Chart of the Day

Posted on January 12, 2011 by macromon

This chart is a CRACK up, but not for drivers and the economy.  Where’s the “tipping point“?

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

Gold a Bubble? Think Again!

Posted on January 12, 2011 by macromon

Think gold is a bubble driven only by animal spirits and speculation?  We think not and have consistently maintained the fundamental driver of gold has been the massive accumulation of foreign exchange reserves by global central banks and their need … Continue reading →

Posted in BRICs, Commodities, Crude Oil, Gold | Tagged , | 13 Comments

Nonlinear Thinking: Volt’s Battery Capacity Could Double

Posted on January 11, 2011 by macromon

That’s what were talking about! A break through in battery technology will really change the world as we know it.   MIT’s  Technology Review reports the next generation of the Chevrolet Volt and other battery-powered cars are looking at electrode materials … Continue reading →

Posted in Black Swan Watch, Clean Tech, Economics, Electric Vehicles, Rare Earth Elements, Video | Tagged , , | Leave a comment

European Commission: The U.S. is Worse

Posted on January 11, 2011 by macromon

Here is a European Commission chart that appeared in the online version of Der Spiegel.  It could be a decoy to deflect the markets attention off Europe and push back to what they may perceive as America’s wallowing in schadenfreude … Continue reading →

Posted in Black Swan Watch, Fiscal Policy, Sovereign Debt, Sovereign Risk, Uncategorized | Tagged , , , | Leave a comment

S&P500 Forward P/E Heatmap & Alcoa Earnings

Posted on January 11, 2011 by macromon

This is great heat map of the forward price earnings ratio of stocks that comprise the S&P500.  Unless analysts have totally missed the mark and guidance surprises to the downside,  many stocks in the S&P500 just don’t look that expensive, … Continue reading →

Posted in Equities | Tagged | Leave a comment

Whoops!

Posted on January 10, 2011 by macromon

The Oregon call in the prior post illustrates:  a)  I am right, it’s the market final score that’s wrong;   b)  confirmation bias; and c)  unlike traders and money managers, who have skin in the game,  those with little or none,  … Continue reading →

Posted in General Interest | 1 Comment

Ducks by 10 plus……………

Posted on January 10, 2011 by macromon
Posted in General Interest | Leave a comment

Nonlinear thinking: Going Gaga Over Transformative Tech

Posted on January 10, 2011 by macromon

One of the great problems of asset bubbles is not only the creation of too much capacity, but the misallocation of resources.   Our good friend and market guru extraordinaire, Barry Ritholtz, wrote of one such case back in 2005,  during … Continue reading →

Posted in Apple, Black Swan Watch, Demographics, Employment, Equities, Technology, Video | Tagged , , , | Leave a comment

“Tea Party” Opposition to the Euro Grows in Germany

Posted on January 10, 2011 by macromon

  We can’t believe we missed this over the holidays. Germany’s SpiegelOnline reported on December 27, In a survey conducted in early December by the polling firm Infratest dimap, 57 percent of respondents agreed with the statement that Germany would … Continue reading →

Posted in Black Swan Watch, Bonds, Economics, Euro, Fiscal Policy, Geopolitical, Monetary Policy | Tagged , | 1 Comment

S&P500 and Years That End In ‘1

Posted on January 9, 2011 by macromon

“Nowhere does history indulge in repetitions so often or so uniformly as in Wall Street.” — Edwin Lefèvre,    Reminiscences Of A Stock Operator Years That End ‘1 Exhibit Strong Seasonality The above was cited in an article in this month’s … Continue reading →

Posted in Charts, Equities | Tagged , | 1 Comment