Monthly Archives: March 2012

Real Chance of Japan-like Housing Slump – Robert Shiller

Posted on March 27, 2012 by macromon

Robert Shiller, who coined the term “irrational exuberance,” is one of our favorite economists.   He really nails it here on the structural shifts taking place in housing.   We agree there is a generational change going on in the sector where … Continue reading →

Posted in Black Swan Watch, Housing, Uncategorized | Tagged , , , | 3 Comments

Nonlinear Thinking: Robotic Surgeons & Central Bankers

Posted on March 26, 2012 by macromon

Here’s a piece we’ve been wanting to post for a long time.  Intuitive Surgical (ISRG) is a leader in the development and commercialization of medical robotic technology.  As the chart shows this is not just a concept but a very … Continue reading →

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

TR50: The 50 Most Innovative Companies (11-15)

Posted on March 26, 2012 by macromon

Here are 11-15 of MIT’s Technology Review’s 50 Most Innovative Companies in 2011.  We’re posting in increments of five every few days as not to overwhelm you with info and required reading. Click here for 1-5 of TR’s most innovative companies … Continue reading →

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Bid!

Posted on March 26, 2012 by macromon

The S&P5oo made a new post crash high, closing above 1414.  We’d like to make a small correction to our post this weekend on the S&P’s key levels, 1399.68– Thursday’s high.  Only a couple points higher, but a close move … Continue reading →

Posted in Equities | Tagged , , | 3 Comments

Spain’s People Party Takes Hit Before Austerity Budget

Posted on March 26, 2012 by macromon

From Euronews, Spain’s ruling centre-right People’s Party has been dealt a blow ahead of launching a new austerity budget on Friday. Despite being tipped to win, it has failed to secure an outright majority in the Andalucian regional election. The … Continue reading →

Posted in PIIGS, Politics, Sovereign Debt, Sovereign Risk | Tagged , , , , | Leave a comment

Week in Review: Global Equities Starting To Rollover?

Posted on March 25, 2012 by macromon

We are the first to confess we have no idea which direction equities are headed next week.  As you can see some of the stronger markets had a rough week verus  a relatively strong performance in the U.S. indices. Watch … Continue reading →

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Watch Dr. Copper

Posted on March 25, 2012 by macromon

Copper is at a key level and its direction may indicate where global equity and risk markets are headed in the next few weeks.  A break through short-term support may signal deeper problems in China’s economy. We’re pretty bearish short-term … Continue reading →

Posted in Black Swan Watch, China, Commodities, Economics | Tagged , , | Leave a comment

Hong Kong Divided Over New Leader

Posted on March 25, 2012 by macromon

The New York Times reports, The political and business elite of Hong Kong elected a real estate surveyor with close ties to Beijing and the Chinese Communist Party on Sunday to become the territory’s next chief executive. Crowds of pro-democracy … Continue reading →

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

S&P500 Key Short-Term Levels

Posted on March 24, 2012 by macromon

After looking at many global equity index charts today,  we get a sense that stocks are staring to, or trying to rollover.  U.S. markets look the strongest and Asia the weakest. We don’t know where the markets are headed next … Continue reading →

Posted in Equities | Tagged , , , | 1 Comment

Niall Ferguson and Peter Thiel At Harvard

Posted on March 24, 2012 by macromon

Two of our favorite thinkers, Niall Ferguson and Peter Thiel, discuss many of the most important issues of the day.    Good stuff! A conversation with: Peter Thiel, founding CEO of PayPal; Member, Board of Directors, Facebook; entrepreneur; and venture capitalist … Continue reading →

Posted in Video, Whales | Tagged , , , | 3 Comments