Monthly Archives: November 2012

Fast Future: The Rise of the Millennial Generation – Ted Talks

Posted on November 30, 2012 by macromon

Interesting talk on the up and coming generation. In this inspiring talk David Burstein talks to us about the Millennials, the generation currently coming of age and as David shows us — they’re going to change everything. About David Burstein … Continue reading →

Posted in Demographics | Tagged , , | 2 Comments

Cliff Diving – Day 15 “…almost nowhere”

Posted on November 30, 2012 by macromon

Same old same old. Politician speaks, market sells off, shorts cover, market closes unchanged.  This is getting old. Boehner came out throwing flames today saying the negotiations are “almost nowhere” and calling the President’s opening offer not a “serious proposal”.  … Continue reading →

Posted in Fiscal Cliff Monitor | Tagged , , | 1 Comment

U.S. Equity Sector ETF Performance

Posted on November 30, 2012 by macromon

(click here if charts are not observable)

Posted in Sector ETF Peformance | Tagged , , , , , | 3 Comments

Stratfor: Latin America’s Economic Divide

Posted on November 30, 2012 by macromon

Stratfor Latin America Analyst Karen Hooper examines the regional effects of two Latin American trade blocs, the left-leaning Mercosur and the right-leaning Pacific Alliance. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in Geopolitical | Tagged , | Leave a comment

Weekly Eurozone Watch

Posted on November 30, 2012 by macromon

Key Data Points German 10-year Bund 5 bps lower; France 10-year 6 bps tighter to the Bund; Ireland 7 bps wider; Italy 20 bps tighter; Spain 25 bps tighter; Portugal 23 bps tighter; Greece 30bps tighter; Large Eurozone banks up  … Continue reading →

Posted in Weekly Eurozone Watch | Tagged , , , , , , , | 3 Comments

Nonlinear Thinking: Wireless Doctors

Posted on November 29, 2012 by macromon

The wireless revolution in the delivery of health care services is coming,  folks.  We’ve been all over this story.  Click here, here, and here. Scanadu is a new company with a mission to give consumers affordable medical care alternatives and … Continue reading →

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

Staring Down the Cliff

Posted on November 29, 2012 by macromon

Nice chart from the Economist laying out the impact of the automatic tax hikes and spending cuts to begin on January 1st if Congress and Administration cannot reach a compromise. (click here if chart is not observable)

Posted in Fiscal Cliff Monitor, Fiscal Policy | Tagged , , | 1 Comment

Cliff Diving – Day 14

Posted on November 29, 2012 by macromon

This market wants to rally. It certainly feels that way after yesterday’s trading — big downdraft at the open only to reverse and close up big and at the highs — coupled with today’s resilience after speaker Boehner’s negative comments.  … Continue reading →

Posted in Fiscal Cliff Monitor | Tagged , , , | Leave a comment

Trends in U.S. Energy Trade

Posted on November 29, 2012 by macromon

These charts from the EIA look very promising and illustrate why many are so lathered up over U.S. medium and long-term economic prospects.   Here’s to hoping the politicos don’t screw it up. Click on chart to enlarge and for … Continue reading →

Posted in Energy, Geopolitical | Tagged , , | 1 Comment

Charlie Rose: Google Ventures

Posted on November 28, 2012 by macromon

Great dose of the business on “nonlinear thinking” and disruptive technologies. Bill Maris and Kevin Rose of Google Ventures,  talk with Charlie about the search for the Next Big Thing and the ever ending hunt for “entrepreneurs with a healthy … Continue reading →

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