Monthly Archives: February 2012

Weekly Eurozone Watch: Greece’s Freaky Friday

Posted on February 10, 2012 by macromon

Greece’s political instability ruined a relatively well behaved week in Euro sovereign spread land.   Italy and Spain wider by 20 + bps today.  France back above 100 bps over Bunds. (click here if charts are not observable)

Posted in Weekly Eurozone Watch | Tagged , , | 1 Comment

Euro Fracture: “Mutual Resentment” Increasing

Posted on February 9, 2012 by macromon

Italy’s Prime Minister Mario Monti says the eurozone crisis has revived “old phantoms about prejudices” in North and South Europe.   – PBS Newshour (click here if video is not observable)

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

Groundhog Day 2.0

Posted on February 9, 2012 by macromon

Click here if cartoon is not observable.

Posted in Cartoon of the Day, Technology | Tagged , , | 1 Comment

Euro Fracture: Greeks Burn German Flag

Posted on February 8, 2012 by macromon

This political risk isn’t going away and poses the biggest risk to Europe, in our opinion.   Reform fatigue in the the south and bailout fatigue in the north will only grow and can and will not be pacified with ECB … Continue reading →

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, PIIGS | Tagged , | 1 Comment

Greek Debt

Posted on February 8, 2012 by macromon

(click here if debt is not observable)

Posted in PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

Nonlinear Thinking: Military Robot that Does It All

Posted on February 7, 2012 by macromon

MIT’s Technology Review reports on iRobot’s Warrior, which is “strong enough to tow a car and dexterous enough to open its trunk using the handle.”    The Warrior rides on caterpillar tracks, weighs 450 pounds, and is designed to be … Continue reading →

Posted in Nonlinear Thinking | Tagged , , , | 1 Comment

2012: Sovereign Risk Compression

Posted on February 7, 2012 by macromon

Great data from Bespoke.  Looks like Portugal is the odd man out as the only government in which its CDS spreads have widened this year. (click here if table is not observable)

Posted in Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

Nonlinear Thinking: The Silicon Engine

Posted on February 7, 2012 by macromon

Great background video.   William Shockley had a difficult personality?  Sound familiar? (click here if video is not observable)

Posted in Apple, Nonlinear Thinking, Technology | Tagged , , , | 1 Comment

Sign of the Times: Striking Over Right to Strike

Posted on February 7, 2012 by macromon

(click here if video is not observable)

Posted in Employment, Video | Tagged , , | Leave a comment

Apple’s Unbelievable Valuation & Price Sensitivity Analysis

Posted on February 7, 2012 by macromon

The market is beginning to reprice Apple to a multiple that it deserves, in our opinion, and is getting an added boost today from James Altucher’s call that Apple is a “no brainer…to hit a trillion dollar market cap within … Continue reading →

Posted in Apple | Tagged , , | 5 Comments