Monthly Archives: January 2011

The Graying of Calfornia’s Flower Children

Posted on January 9, 2011 by macromon

Well this is a depressing chart and remember California usually leads the nation.    We fear us baby boomers risk eating all the  “seed corn” and leaving nothing for the younger generations to invest in their future, which the quality … Continue reading →

Posted in Bonds, Budget Deficit, Demographics, Muni Market, Policy, Politics | Tagged , | Leave a comment

Godspeed, Congresswoman Giffords

Posted on January 9, 2011 by macromon

The Global Macro Monitor prayers go out for your full recovery and for the families of those who suffered such a great loss in today’s tragic and senseless event. We also hope and pray this tragedy will not be lost … Continue reading →

Posted in General Interest, Politics | Tagged | Leave a comment

The [First] Week in Review: A Capital Flows Sandwich?

Posted on January 7, 2011 by macromon

Not a bad start to the year if you were in the right space.  A Frenchman with a long position in “Apple the Sovereign” was up over 8 percent in Euros.   Note, Apple rose another $2.00 to $338 after Friday’s … Continue reading →

Posted in Apple, Bonds, Charts, China, Commodities, Currency, Economics, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , , , | Leave a comment

House Budget Chief Ryan Channels His “Inner” Angela Merkel

Posted on January 7, 2011 by macromon

Bloomberg is reporting Angel Merkel Rep. Paul Ryan, Republican “Young Gun”and new House Budget Committee chairman,  says he and his party won’t bailout states who are facing potential defaults.   Just after the November election we posted this was coming. Listen … Continue reading →

Posted in Budget Deficit, Economics, PIIGS, Sovereign Debt, Sovereign Risk, State and Local Government | 2 Comments

2011 Risk: China Watch

Posted on January 7, 2011 by macromon

Getting China right in 2011 will make or break the P&L this year.   The direction of the China’s economy will determine the direction of many markets, including commodities and emerging equities. We’re still trying to get a handle on the … Continue reading →

Posted in BRICs, China, Economics, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , | 4 Comments

California [Bad] Dreamin’

Posted on January 6, 2011 by macromon
Posted in Employment, Muni Bonds, Muni Market | Tagged , | Leave a comment

Nonlinear Thinking: The Coming iApp Economic Revolution

Posted on January 6, 2011 by macromon

2011 – The Year of the App This is freaking amazing!  It’s our sense that in five years Apple may well have reinvented itself into a mobile medical company, where an iPhone/iPad-type device becomes a medical clinic in, say,  a … Continue reading →

Posted in Apple, Economics, Equities, Video | Tagged , , | 3 Comments

Quote of the Day

Posted on January 6, 2011 by macromon

LBJ has a treasure and given our economics background,  this is one of his best, Making a speech on economics is a lot like pissing down your leg. It seems hot to you, but it never does to anyone else. … Continue reading →

Posted in Economics, Quote of the Day, Quotes | Tagged , | 2 Comments

State and Local Governments, Man Your Battle Stations!

Posted on January 6, 2011 by macromon

Take a look at the new cover of the Economist. We have been all over the coming “battle royal” between the state and local governments and their public sector unions, but not as much as Mike Shedlock over at the … Continue reading →

Posted in Black Swan Watch, Bonds, Budget Deficit, Muni Bonds, Muni Market, Sovereign Risk | Tagged , , , | 1 Comment

Direction of Crude Oil? Watch the Trannies…

Posted on January 6, 2011 by macromon

This is a great piece and chart by Rigzone sent to us by Dougie, one of the smartest energy hedge fund energy traders out there.  You should know by now that canaries are our favorite bird, with the Hang Seng index … Continue reading →

Posted in Commodities, Crude Oil | Tagged , , | 1 Comment