Monthly Archives: July 2011

Week in Review: Equity Fireworks

Posted on July 4, 2011 by macromon

It’s amazing what a week makes.   Almost every American, Latin America and European equity market indices we track had their best weekly performances of the year.   The S&P500 ETF, SPY, for example, had five straight up days of over .85%, … Continue reading →

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Global Trend Indicators

Posted on July 4, 2011 by macromon

(click here if tables are not observable)

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The Weekend Read: Equity Rampopotamus!

Posted on July 1, 2011 by macromon

There are comments that there are underlying flaws in the ISM number and that GM’s (GM – commentary – Trade Now) sales numbers are inflated by some channel stuffing, but the market continues to act as if it doesn’t have … Continue reading →

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Apple aims to ship 12-14 million iPad 2s in 3Q11 – Digitimes

Posted on July 1, 2011 by macromon

More news from the Apple supply chain.  This story was published earlier at Digitimes: As the IT market approaches the third quarter, the traditional peak season, Apple is turning more aggressive in placing orders for its iPad 2 and is … Continue reading →

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Aminio Fraga on Charlie Rose

Posted on July 1, 2011 by macromon

Great interview with our old friend and colleague Arminio Fraga,  former head of Brazil’s central bank,  Soros hedge fund manager, and now head of Gavea Investments.   Arminio is a Princeton Ph.D. economist, understands markets,  and an expert on Brazil’s economist. … Continue reading →

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Apple likely to dethrone HP as leading portable PC vendor – Digitmes

Posted on July 1, 2011 by macromon

We found this interesting over at Digitimes: Apple is likely to replace Hewlett-Packard (HP) as the global number one notebook vendor in 2012 if tablet PCs are included in the calculation of global notebook shipments, according to industry sources. Global … Continue reading →

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