Monthly Archives: February 2011

The Russia Forum 2011 – Faber and Taleb

Posted on February 9, 2011 by macromon

Is Russia the Best or Worst in BRIC? The discount to which Russia trades when compared to Brazil, China, and India begs the question of whether Russia is in fact a fast growing emerging economy. Whilst the consumer and financial … Continue reading →

Posted in BRICs, Video | Tagged , , , | 1 Comment

Egypt nears military coup. US warships in Suez Canal – Debka

Posted on February 8, 2011 by macromon

Debka reports, A fresh surge of popular anti-Mubarak protest ripping across Egypt Tuesday, Feb. 8 has brought the country closer to a military coup to stem the anarchy than at any time since the street caught fire on Jan. 25. … Continue reading →

Posted in Egypt, Geopolitical, Uncategorized | Tagged , | 1 Comment

Real Gas Prices Approaching 1918 Peak

Posted on February 8, 2011 by macromon

Yes, 1918!  This is one incredible chart from the American Petroleum Institute illustrating the secular decline in real gas prices for the past century with episodes of periodic price spikes, which lasted a decade or so. So what was it … Continue reading →

Posted in BRICs, Charts, China, Commodities, Crude Oil, Monetary Policy, Real Estate | Tagged , , | 2 Comments

Meryl Streep to Play Maggie Thatcher in “Iron Lady”

Posted on February 8, 2011 by macromon

One of the last leaders who had spine and could say no.  Her advice to Bush 41, who was wavering on the first Gulf War, “Don’t go wobbly on me now George,” was classic. She was referred to sometimes as … Continue reading →

Posted in General Interest, Politics | Tagged , | 1 Comment

Witness List for Ron Paul’s Fed Hearing

Posted on February 8, 2011 by macromon

Domestic Monetary Policy and Technology Subcommittee Chairman Ron Paul announced the witnesses for the Subcommittee’s hearing to examine the impact of Federal Reserve policies on job creation and the unemployment rate. The hearing will be held on Wednesday, February 9th … Continue reading →

Posted in Monetary Policy, Politics | Tagged , , | Leave a comment

Trichet Says Bond “Haircuts” Would Reward Short Sellers

Posted on February 8, 2011 by macromon

A few week ago ECB President, Jean Claude Trichet, torched the short sellers of the Euro and he is now warning Members of the European Parliament (MEPs) that demanding “haircuts” from bondholders in Greece and Ireland would reward the short … Continue reading →

Posted in Credit, Economics, Euro, Monetary Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Germany Rising – Keine Gehäuse Bubble

Posted on February 7, 2011 by macromon

The latest Economist reports the Germans are the most optimistic they have been since 2000 and business confidence is at its highest level  since the Ifo institute began tracking it 20 years ago.    The Economist writes, What’s Germany’s secret? … Continue reading →

Posted in Economics, Euro, Geopolitical, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Peru’s Meltdown

Posted on February 7, 2011 by macromon

A  good friend from the hedge fund community and one of the best economists to have ever worked in the financial markets, and who also happens to be from Peru sent over a piece on the Andean glacier melt from … Continue reading →

Posted in Clean Tech, Commodities, Economics, Food Prices, Geopolitical, Policy, Politics | Tagged , , | Leave a comment

Ron Paul to Hold Feb 9th Hearing on Federal Reserve

Posted on February 7, 2011 by macromon

Press Release,  February 2, 2011 WASHINGTON:   Domestic Monetary Policy and Technology Subcommittee Chairman Ron Paul announced today the Subcommittee will meet for a hearing to examine the impact of Federal Reserve policies on job creation and the unemployment rate. … Continue reading →

Posted in Employment, Monetary Policy | Tagged , , , | 1 Comment

Motorola’s Superbowl Smackdown of Apple

Posted on February 7, 2011 by macromon

Did the Motorola Xoom commercial look a little familiar?  We like competition and trying to limit it may be Apple’s Achilles’ heel. For those too old or too young to recall,  here is Apple’s 1984 Superbowl commercial introducing the Mac, … Continue reading →

Posted in Apple, General Interest, Video | Tagged , , | 1 Comment