Daily Archives: December 4, 2011

Week in Review: The Flip After the Flop

(click here if charts are not observable)

Posted in Week in Review | Tagged , , , , , , , | 2 Comments

Italy’s Unions Not Buying the Full Monti

While the FT reports Italy’s new technocratic government has approved tough austerity measures and economic reforms, the country’s unions seem to be balking at the tough medicine.  Italy needs lots of deflation relative to other countries to become competitive and … Continue reading

Posted in Black Swan Watch, Euro, PIIGS, Politics | Tagged , , | 1 Comment

Global Trend Indicators

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , | Leave a comment

It’s Beginning to Look A Lot Like…1971 [updated]

The Global Macro Monitor posted several pieces earlier in the year about the Presidential Stock Cycle.  See here, here, and here.   The third year of a first term President is the strongest year in the cycle.  The table illustrates … Continue reading

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