Monthly Archives: October 2011

TTFS: An ETF Benjamin Graham Could Love

Posted on October 13, 2011 by macromon

Our good friend and Wall Street legend, Charles Biderman of TrimTabs, has launched a very interesting ETF,  Trim Tabs Float Shrink ( ticker: TTFS), which  screens its stocks based on their declining float (shares available to be freely traded) financed … Continue reading →

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

Input Costs of the iPhone

Posted on October 12, 2011 by macromon

Great graphic constructed by Mobile Phone Tracker coming to us via Nicholas Jackson of The Atlantic.    We were surprised that only $7.00 goes to Foxconn to manufacture each unit.   Here are some of Jackson’s favorite “facts and figures” … Continue reading →

Posted in Apple, Economics, Energy | Tagged , | 1 Comment

Connected the Film

Posted on October 12, 2011 by macromon

(click here if video is not observable)

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

U.S. Economy Stuck in a Dog House

Posted on October 12, 2011 by macromon

We stumbled upon this interesting chart from the Financial Stability Oversight Council’s 2011 Annual report which shows the share of owner equity in household real estate.  It surprised us, not so much in that it is at record lows, but … Continue reading →

Posted in Black Swan Watch, Demographics, Economics, Employment, Housing | Tagged , | Leave a comment

Barroso presents bank recapitalisation plan

Posted on October 12, 2011 by macromon

(click here if video is not observable)

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

Macro Notes from the Alcoa Earnings Call

Posted on October 11, 2011 by macromon

Our macro takeaway from the call is that Europe is rolling over.  No normal September bounce from the seasonally slow August.  The company also notes what they see as a temporary slowdown in China.   Alcoa missed and the stock got … Continue reading →

Posted in Earnings | Tagged , , , | Leave a comment

Greece: Trioka Approves New Loan

Posted on October 11, 2011 by macromon

(Click here if video is not observable)

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

Number of Wireless Devices Exceed U.S. Population

Posted on October 11, 2011 by macromon

Go West Wireless, young man.  –  Horace Greeley,  paraphrased. Great piece in today’s Washington Post pointing out that there are now more wireless devices being used in the United States than there are Americans. The number of mobile devices rose … Continue reading →

Posted in Apple, Demographics, Technology | Tagged | 3 Comments

Why Do You Need Bloggers?

Posted on October 11, 2011 by macromon

To help you sift through the data: The pace of data creation on the Internet is growing at an exponential rate. In any 48-hour period in 2010, more data was created than had been created by all of humanity in … Continue reading →

Posted in Economics, General Interest, Technology | Tagged , | Leave a comment

Occupy Wall Street: End the Fed?

Posted on October 11, 2011 by macromon

Wow!  Take a listen to this.  President Kennedy had trouble understanding monetary policy and most economists are in the same boat.  We wonder how many in the OWS crowd can.   Long moats in Greenwich.   (click here if video … Continue reading →

Posted in Black Swan Watch, Demographics, General Interest, Geopolitical, Policy, Politics | Tagged , | Leave a comment