Monthly Archives: January 2012

Week in Review: Strong Trend, Way Overbought

Posted on January 22, 2012 by macromon

Most equity indices are in a nice uptrend with some moving into extreme overbought territory, which combined with the collapse of the VIX sets up the potential for a nice little correction, or, at least, a period of getting horizontal.   … Continue reading →

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French Politics Heating Up….

Posted on January 22, 2012 by macromon

Looks like the elections in France are about to get very interesting.  François Hollande now holds 7 point lead in polls over Sarkozy. (click here if video is not observable)

Posted in Euro, Politics, Sovereign Risk | Tagged , , , | 1 Comment

Global Trend Indicators

Posted on January 22, 2012 by macromon

(click here if charts are not observable)

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49ers Have “Lehman Moment” – No Bailout

Posted on January 22, 2012 by macromon

Merde! What a way to lose a game.  We’re sure the Ravens fans feel the same way.   This smells like manipulation by Goldman Sachs! Seriously,  congrats to Eli and the Giants.   Buying Eli, selling Brady.

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Buying the 49er Breakout….

Posted on January 22, 2012 by macromon

Though the Giants are closer to the New York Fed’s printing press, which can make magic happen,  fix almost anything, and more powerful than steroids, we’re buying the 49er breakout.   We do confess, however, our affinity for the team of … Continue reading →

Posted in General Interest | Tagged , , | 2 Comments

Will the Collapse of the Shanghai Composite Drag On?

Posted on January 21, 2012 by macromon

Shanghai’s channel surfing Panda bears are speaking with a little higher pitch this weekend after getting their ‘hood caught in a vicious squeeze and reversal. The stock index has bounced 8.7 percent off its January 6th lows after falling 31 … Continue reading →

Posted in China, Global Stock Performance | Tagged , | 9 Comments

Charlie Rose: Jim O’Neill, Goldman Sachs Asset Management

Posted on January 20, 2012 by macromon

Jim O’Neill, Chairman of Goldman Sachs Asset Management on his new book “The Growth Map: Economic Opportunity in the BRICs and Beyond” Lots of discussion of Europe’s crisis, a Greek default, China, and more. Click here to view program.

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Italy deregulates for competition

Posted on January 20, 2012 by macromon

How much push back?  A key issue to monitor. (click here if video is not observable)

Posted in Euro, PIIGS, Politics | Tagged , , | 1 Comment

What’s Working in 2012: From Worst to First

Posted on January 20, 2012 by macromon

Interesting chart from Bespoke illustrating the early theme of 2012 (as of Wednesday) is “From Worst to First.” (click here if charts are not observable)

Posted in Equities, Global Stock Performance, Uncategorized | Tagged , | 1 Comment

Eurozone Watch: Italy -56 bps, SocGen +29%, Euro$ +2.1%

Posted on January 20, 2012 by macromon

(click here if charts are not observable)

Posted in Uncategorized, Weekly Eurozone Watch | Tagged , , , | Leave a comment