Monthly Archives: March 2012

Quote of the Day

Posted on March 16, 2012 by macromon

Markets don’t change when fundamentals change, markets change when beliefs change  – David Darst

Posted in Quote of the Day | Tagged , | 5 Comments

Weekly Eurozone Watch: Bund Yield +25 bps, Tighter PIG

Posted on March 16, 2012 by macromon

Wow!   When was the last time Portugal, Italy, and Greece sovereign spreads tightened this much in one week?  Spain remains a concern, however,  widening 10 bps on the week even as the Bund yield increased over 25 bps.    Banks … Continue reading →

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

Nonlinear Thinking: Pessimistic? This is a MUST VIEW

Posted on March 15, 2012 by macromon

This is a must view, folks. Please take the 16 minutes to watch the video.  It could change your whole investment philosophy, what you trade,  and your worldview. Peter Diamandis makes a case for optimism — that we’ll invent, innovate … Continue reading →

Posted in Nonlinear Thinking | Tagged , | 8 Comments

Apple Reversal: Time For The Pause That Refreshes

Posted on March 15, 2012 by macromon

Was that the top in Apple?  Seriously doubt it,  but maybe in the very short-term, however. The stock opened at its high and managed to trade just above $600 and then downhill  all day.  It has run too far too … Continue reading →

Posted in Apple | Tagged , , , | 3 Comments

‘Toon of the Day: “Less Doom, But No Boom”

Posted on March 15, 2012 by macromon

Nice ‘toon from the Economist.  They do a good job in the caption/story in summing up the current global macro environment.   Here’s the money quote, After so much gloom, it is hardly surprising that the world’s animal spirits are beginning … Continue reading →

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TED 2012: Why Videos Go Viral

Posted on March 14, 2012 by macromon

Good stuff from the TED 2012 conference.  Kevin Allocca, YouTube’s trends manager, shares the 4 reasons a video goes viral and provides insight into the new media. (click here if video is not observable)

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Apple’s Market Cap Now Larger Than Poland & Belgium GDP

Posted on March 14, 2012 by macromon

Apple’s parabolic repricing continues. The stock was up over $21 today ($45 since Friday’s close) on the back of a Morgan Stanley report, which included a price target of $960.   The market is starting to reprice the stock to a … Continue reading →

Posted in Apple | Tagged , , , , , , | 3 Comments

Is the Bond Market’s Arab Spring Upon Us?

Posted on March 14, 2012 by macromon

Ugly action in bonds over the past few days. In last month’s post,  Is the Fed ready for the bond market’s Arab Spring?, we suspected the Fed needed more ammo to continue their repression of long-term rates.   Yesterday Mr. Bernanke … Continue reading →

Posted in Black Swan Watch, Bonds, Budget Deficit, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Nonlinear Thinking: 3D Printing 2.0

Posted on March 14, 2012 by macromon

We’ve already posted a couple of pieces on 3D printing (see here and here).  Lisa Harouni does a good job in this video presenting the next big thing that will revolutionize manufacturing.  Total disruptive and transformative technology. Imagine having your … Continue reading →

Posted in Nonlinear Thinking | Tagged , , , | 2 Comments

‘Toon of the Day: Time to Pause

Posted on March 13, 2012 by macromon

(click here if cartoon is not observable)

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