Monthly Archives: February 2012

Shanghai Court Gives Apple Green Light to Sell iPad

Posted on February 27, 2012 by macromon

(click here if video is not observable)

Posted in Apple, China | Tagged , , , | Leave a comment

California Underwater

Posted on February 27, 2012 by macromon

Is this fulfillment of the prophecy that California will fall off into the ocean?  Just askin’. Stunning that 29 + percent of all mortgages in the state are underwater. (click here if chart is not observable)

Posted in Bonds, Housing | Tagged , | 1 Comment

G20: Jerry Maguire, The Sequel

Posted on February 26, 2012 by macromon

Wow!   We didn’t realize Tim Geithner and the G20 could move like that.  If you look hard and long enough,  Tom Cruise does kind of resemble Angela Merkel, no? (click here if video is not observable)

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

S&P500 to 1340?

Posted on February 26, 2012 by macromon

Waiting for a correction in the S&P500 has proven costly for those looking to get longer equities.  Our view is that a move to 1340 is in the cards in the next week or two, which coincides with short-term support … Continue reading →

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

Asia Is The World’s Largest Oil Consuming Region

Posted on February 26, 2012 by macromon

Nice data from the EIA showing petroleum consumption by region.  This, in part, explains why the stock rallies are starting to sputter in Korea and India, both heavily exposed to oil prices. Bloomberg reports that “in 2011, Japan, South Korea, … Continue reading →

Posted in BRICs, China, Crude Oil | Tagged , , , | Leave a comment

Week in Review

Posted on February 26, 2012 by macromon

(click here if charts are not observable)

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

Fareed Zakaria: Interview with George Soros

Posted on February 26, 2012 by macromon

Here is Fareed’s interview with George Soros from a couple weeks ago that we’ve been meaning to post and thought you’d find interesting.   We suspect the 15 minutes you spend watching it will return a nice dividend.   Enjoy. (click here … Continue reading →

Posted in Black Swan Watch, Economics, Hedge Funds, Whales | Tagged , , | 3 Comments

Global Trend Indicators

Posted on February 26, 2012 by macromon

(click here if tables are not observable)

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

G20 moves closer to bigger eurozone bailout fund

Posted on February 26, 2012 by macromon

(click here if video is not observable)

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

Yen Continues to Swan Dive…

Posted on February 24, 2012 by macromon

The Yen got hammered again this week breaking through almost all technical support and looks to at least test last year’s lows, equivalent to an 85 dollar/yen.  It must first clear a key zone of resistance  at 81.50-82.25. Lots of factors … Continue reading →

Posted in Japan | Tagged , | 2 Comments