Monthly Archives: September 2011

The Euro Trashing of the S&P500

Posted on September 6, 2011 by macromon

Great chart posted by Zero Hedge citing John Lohman, also a friend of this blog,  showing how the S&P500 would be almost 10 percent higher if it only traded during hours when Europe was closed.   No doubt the robo traders … Continue reading →

Posted in Charts, Equities, Euro | Tagged , | 2 Comments

Quote of the Day: Guessing Game

Posted on September 6, 2011 by macromon

The problem we have now is that stocks need to prove themselves. There just isn’t any reason to believe that the lows are going to hold at this point. It certainly is possible, but at this point all you can … Continue reading →

Posted in Equities, Quote of the Day | Tagged , , | Leave a comment

Time for the IMF and G20 to save Europe?

Posted on September 5, 2011 by macromon

Provocative FT piece by Barry Eichengreen & Co.  on why the IMF and G20 need to step up and help Europe save the Euro.    The article notes Europe is in a destabilizing feedback loop, The eurozone is caught in a … Continue reading →

Posted in Black Swan Watch, Euro, PIIGS, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , , , , | Leave a comment

Just Another Panic Monday in Euroland

Posted on September 5, 2011 by macromon

Buckle up. (click here if charts is not observable)

Posted in Black Swan Watch, Equities, Euro, Sovereign Debt, Sovereign Risk | Tagged , , , , , | 1 Comment

Greece: Where “Tax Evasion is a National Sport”

Posted on September 5, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment

Week in Review: Wake Me Up When September Ends

Posted on September 4, 2011 by macromon

  (click here if charts and video are not observable)

Posted in Week in Review | Tagged , , , , , , | 1 Comment

Global Trend Indicators

Posted on September 4, 2011 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , , | 1 Comment

S&P500 Takes the “Road Not Taken”

Posted on September 1, 2011 by macromon

Two roads diverged in a wood, and I, I took the one less traveled by, And that has made all the difference.  – Robert Frost, 1915 Robert Frost may have been the greatest contrarian trader, no? Our post of August … Continue reading →

Posted in Charts, Equities | Tagged , , | 4 Comments

Quote of the Day: Amen!

Posted on September 1, 2011 by macromon

“Just consider what levels of debt we are passing on to future generations.  This isn’t responsible, politically, morally or ethically.” – Juergen Stark, ECB

Posted in Fiscal Policy, Quote of the Day, Sovereign Debt | Tagged , , | Leave a comment