Monthly Archives: April 2012

Energy’s Grand Divergence

Posted on April 5, 2012 by macromon

Take a look at the long-term charts of crude oil and natural gas.  The historical oil-to-gas price ratio had ranged from 6:1 to 10:1 before the economic crisis.  Since one barrel of oil contains the energy equivalent of the 5.825 … Continue reading →

Posted in Crude Oil, Energy, Innovation | Tagged , , , , , , | 2 Comments

Masters Week: “This Guy Is Pretty Good”

Posted on April 4, 2012 by macromon

“He’s picked out a landing spot which is a good 25 feet above the hole……..Well, here it comes…… Oh my goodness!… Oh wow!… In your life have you seen anything so good!” (click here if video is not observable)

Posted in Sports | Tagged , , , , | 1 Comment

Markets Want More FED “Crack” – Harry Dent

Posted on April 4, 2012 by macromon

Harry Dent does a pretty good job in ‘splaining today’s risk sell-off, in our opinion. We’re beginning to sense, however, the markets are awakening to the fact the U.S. government is going to have a funding problem. As the world … Continue reading →

Posted in Black Swan Watch, Budget Deficit, Gold, Japan, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | Leave a comment

Masters Week: The Cost of Hitting Driver

Posted on April 3, 2012 by macromon

Here’s a little golf economics.   After all, economics is just the study of how people make choices at the micro or macro level.  This includes the analysis of how professional golfers make the choice to either step on their driver … Continue reading →

Posted in Sports | Tagged , , , , , , | 3 Comments

Nonlinear Thinking: The Future of Medical Services

Posted on April 3, 2012 by macromon

This is one of the most potentially transformative,  disruptive, and exciting technologies we’ve come across in some time.  Qualcomm has teamed up with the X PRIZE Foundation to promote innovation and integration of precision diagnostic technologies.   They’re offering $10 million … Continue reading →

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

Rajoy seeks to calm investor nerves in Spain

Posted on April 2, 2012 by macromon

(click here if video is not observable)

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

TR50: The 50 Most Innovative Companies (21-25)

Posted on April 2, 2012 by macromon

Here are 21-25 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 →

Posted in Innovation, Technology | Tagged , | Leave a comment

U.S. Manufacturing Surprises to the Upside

Posted on April 2, 2012 by macromon

The Institute for Supply Management (ISM), the US purchasing managers’ index (PMI) for March increased to 53.4 from 52.4 in February, beating expectations of 53.  It’s the 32nd consecutive month that the index has been at least 50. The ISM … Continue reading →

Posted in Economics, PMIs | Tagged , , | 2 Comments

Masters Week: Some History

Posted on April 2, 2012 by macromon

Some great video footage of the Masters Golf Tournament narrated by Alistair Cooke. Be patient with video quality.  Remember, they were back in the days of the shoulder of the technological innovation curve. (click here if videos are not observable)

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

Dr. Copper Breaks Out…

Posted on April 2, 2012 by macromon

…of its pennant or descending triangle formation,  depending on how fat you draw the trend lines.   We’re still not convinced until it closes above the February 3.9950 high.   Nevertheless, the markets want to believe and confirmation from the good … Continue reading →

Posted in Commodities, Equities | Tagged , | Leave a comment