Monthly Archives: December 2011

China’s Financial Architecture

Posted on December 19, 2011 by macromon

Here’s what we will be reading over the holiday,  Red Capitalism: The Fragile Financial Foundation of China’s Extraordinary Rise, which Bloomberg named as one of the top business books of 2011.  Our sense is China’s financial sector will be on … Continue reading →

Posted in China, Housing, Inflation/Deflation | Tagged , , | 1 Comment

Spain’s New P.M. Unveils Austerity Measures

Posted on December 19, 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

Now for Some Good News…

Posted on December 19, 2011 by macromon

Remember this? The hottest tech gadget in the summer of 1975.  The boomers’ iPhone! The inflation adjusted cost today?  $1,600.98!  How’s that stack up with a modern day laptop or tablet at $500-1,000? This ad from the June 1975  Technology … Continue reading →

Posted in Apple, Technology | Tagged | 3 Comments

The 2012 Blind Side: China’s Housing Bust

Posted on December 19, 2011 by macromon

As the world’s attention focuses on the death of Kim Jong Il and shorts keep piling up in the Euro,  China’s real estate bubble appears to have finally burst.   This is the one macro swan that could really smack developed … Continue reading →

Posted in Black Swan Watch, China | Tagged | 2 Comments

Week in Review: Will Santa Keep Stocks on the Naughty List?

Posted on December 18, 2011 by macromon

In a low volume market with almost no liquidity anything can happen.  In the past few days there have been sellers of the S&P500 at the 50-day moving average, however,  and the market will need a catalyst to bust it … Continue reading →

Posted in Black Swan Watch, China, Week in Review | Tagged , , , , , , | 2 Comments

CNBC Interview: Julian Robertson, Hedge Fund Legend

Posted on December 18, 2011 by macromon

“I am breathing hard and scared…” In case you missed it,  we’re posting Julian Robertson’s  interview with CNBC’s Squawk Box from last week.   Click below to hear Mr. Robertson opine on the various topics.  A must watch. Where markets are … Continue reading →

Posted in Whales | Tagged , | Leave a comment

Global Trend Indicators

Posted on December 18, 2011 by macromon

(click here if tables are not observable)

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

Nonlinear Thinking: Drone High Rise Construction Workers?

Posted on December 18, 2011 by macromon

Imagine if/when this becomes scalable.   Another potential example of the structural change taking place in the labor force and employment trends.  Remember the 11th Commandment:  Those who remain flexible shall not be broken (and better let your children grow up … Continue reading →

Posted in Employment, Nonlinear Thinking | Tagged , , , | Leave a comment

European Bank Recapitalization

Posted on December 18, 2011 by macromon

                                                                     Source:   Der Spiegel (click here if chart is not observable)

Posted in Black Swan Watch, Euro, Sovereign Debt, Sovereign Risk | Tagged , , | 3 Comments

Crony Capitalism Illustrated…

Posted on December 18, 2011 by macromon

The revolving door to and fro.  And this is just one firm in one country, folks! (click here if chart is not observable)

Posted in Politics | Tagged , | 2 Comments