Monthly Archives: March 2011

Apple Closes Below 50-day Moving Average

Posted on March 15, 2011 by macromon

After an impressive rally off its day low at 340.10,  Apple failed to close above ts 50-day moving average for the first time since September 2, 2010.  The stock was up 50 percent from August 24 to its March 4 … Continue reading →

Posted in Apple, Equities, Japan | Tagged , , | 1 Comment

Nattie’s Day Has Come

Posted on March 15, 2011 by macromon

The ugly bear market in natural gas may be about to end, in our opinion.  The nuclear crisis in Japan will force policymakers to look for alternative energy sources for electricity generation and natural gas is set up perfectly. Natural … Continue reading →

Posted in Charts, Commodities, Crude Oil, Energy, Japan | Tagged , , , , , | 4 Comments

NIKKEI One Day 10% Declines

Posted on March 15, 2011 by macromon

(click here if charts are not observable)

Posted in Black Swan Watch, Equities, Japan | Tagged , | Leave a comment

Chart of the Day: Japan’s Share of the Global Economy

Posted on March 14, 2011 by macromon

(click here if chart is not observable)

Posted in Economics, Japan | Tagged , , , , , | 2 Comments

France’s Nuclear Dependence

Posted on March 14, 2011 by macromon

This is quite a revealing chart of France’s dependence on nuclear energy for electricity generation.   Especially compared to the Japan and U.S. charts we posted yesterday. (click here if chart is not observable)

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Japan’s International Investment Position

Posted on March 14, 2011 by macromon

The following table is a detailed analysis of Japan’s international investment position from the Ministry of Finance.   Using the latest data is from 2009 and the year-end exchange rate the country held $5.96 trillion of international assets with a net … Continue reading →

Posted in Bonds, Equities, Japan | Tagged , , | 3 Comments

How Dependent is Japan on Nuclear Energy?

Posted on March 13, 2011 by macromon

The following charts show nuclear makes up 13.6 percent of Japan total energy supply and a large portion of the the country’s electricity production.  Note how it has replaced oil as major source of electricity since the early 1970’s.  We … Continue reading →

Posted in Charts, Crude Oil, Energy, Japan | Tagged , , | 3 Comments

Week in Review

Posted on March 13, 2011 by macromon

We don’t have much to say in a week that ended with the terrible tragedy in Japan.   Every major equity market we track was down with the Nikkei not surprisingly performing the worst and will no doubt open down big … Continue reading →

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Chart Update: Kobe Earthquake Impact on NIKKEI and Yen

Posted on March 12, 2011 by macromon

We’ve made a slight adjustment and updated our chart of the NIKKEI and $/Yen trajectory after the 1995 Kobe Earthquake.   A slight scale adjustment to the currency axis makes the Yen move much clearer.   It also shows how tight … Continue reading →

Posted in Black Swan Watch, Currency, Japan | Tagged , , | 2 Comments

The Weekend Read: Godspeed, Japan!

Posted on March 11, 2011 by macromon

As cars swayed, and trees lurched overhead, you could feel the power of the beast writhing underneath Japan.  – Economist China Demographic Trends Cloud China’s Long-Term Economic Outlook – AEI Don’t Dismiss a Jasmine Moment in China – The Atlantic … Continue reading →

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