Monthly Archives: March 2012

Week in Review: Open Season on Equity Bears x/ Pandas

Posted on March 19, 2012 by macromon

(click here if charts are not observable)

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

Game Change: Bakken Shale Production 1985-2010

Posted on March 18, 2012 by macromon

We have this sense that the global economic tectonic plates are shifting before our very eyes.  America, the land of cheap energy and the new efficient production frontier? Here’s Reuters last week, America’s steel industry, for decades a symbol of … Continue reading →

Posted in Black Swan Watch, China, Commodities, Crude Oil, Energy, Fiscal Policy, Geopolitical | Tagged , , | Leave a comment

Global Trend Indicators

Posted on March 18, 2012 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators | Tagged , , , , , , | 3 Comments

iPad Mania

Posted on March 17, 2012 by macromon

People stand in a line to purchase Apple’s new iPad in front of Apple Store Ginza in Tokyo March 16, 2012. Apple’s new iPad went on a sale in Japan on Friday and more than 450 people waited on the … Continue reading →

Posted in Apple | Tagged , , | Leave a comment

China Development Forum 2012 Agenda

Posted on March 17, 2012 by macromon

“China and the World: Macro Economy and Structural Adjustment”. (click here for videos)

Posted in China, Economics | Tagged | Leave a comment

China Development Forum 2012: Christine Lagarde

Posted on March 17, 2012 by macromon

From the International Monetary Fund website: Opening Ceremony, China Development Forum 2012 Guest Speech by Christine Lagarde, IMF Managing Director Beijing, Sunday, March 18, 2012 As prepared for delivery Good morning. It is an absolute pleasure to be back in … Continue reading →

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

China Real Estate: “Prices Will Fall By 50%”

Posted on March 17, 2012 by macromon

Sound familiar?  Keep this one on your radar. NTD Television writes, Chinese real estate has been seen as such a quick and lucrative investment that a special term, “chao fangzi” or “stir-frying houses,” was invented to describe property speculation. But … Continue reading →

Posted in Black Swan Watch, China, Housing | Tagged , | 4 Comments

Happy St. Patrick’s (Maweyn Succat) Day!

Posted on March 17, 2012 by macromon

In case you’re wondering,  Maweyn Succat was St. Patrick’s real name and he wasn’t even Irish!.   Click here for some great background and history of St. Patrick’s Day. Go Paddy, Rory, Graeme, and Darren! Happy St. Patrick’s Day!  Not … Continue reading →

Posted in Bonds, General Interest, Picture of the Day, PIIGS | Tagged , , , , , , | 2 Comments

‘Toon of the Day: iHeavenly iPad

Posted on March 16, 2012 by macromon

      (click here if cartoon is not visible)

Posted in Apple, Cartoon of the Day | Tagged , , | Leave a comment

Stratfor: China’s Trade Deficit

Posted on March 16, 2012 by macromon

(click here if video is not observable)

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