Monthly Archives: November 2012

Week in Review

Posted on November 11, 2012 by macromon

(click here if charts are not observable)

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Global Trend Indicators

Posted on November 11, 2012 by macromon

  (click here if charts are not observable)

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Charlie Rose: Michael Saylor, The Mobile Wave

Posted on November 9, 2012 by macromon

Excellent interview with Michael Saylor on the coming wave of new technologies.  He is the author of the new book, The Mobile Wave: How Mobile Intelligence Will Change Everything. Big disruptions and creative destruction on the way.  Never heard the term … Continue reading →

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Quote of the Day: Bodyguard of Lies

Posted on November 9, 2012 by macromon

In wartime, truth is so precious that she should always be attended by a bodyguard of lies. – Winston Churchill,  Tehran 1943 (click here if photo is not observable)

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A Humpback Gives Thanks

Posted on November 9, 2012 by macromon

This is incredible.  Very uplifting. Michael Fishbach narrates his encounter with a humpback whale entangled in a fishing net. Gershon Cohen and he have founded The Great Whale Conservancy to protect whales. http://www.greatwhaleconservancy.org, is their website, or go to gwc’s … Continue reading →

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U.S. Equity Sector ETF Performance

Posted on November 9, 2012 by macromon

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Nonlinear Thinking: The New Industrial Revolution – 3D Printing

Posted on November 9, 2012 by macromon

We’ve posted several pieces on 3D printing and have investments in some of the stocks. This technology is going to be super disruptive.  It will change global trade flows, displace workers, not to mention the several other unknown unkowns.    … Continue reading →

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Weekly Eurozone Watch

Posted on November 9, 2012 by macromon

Key Data Points German 10-year Bund 10 bps lower; Italy 13 bps wider to the Bund; Spain 27 bps wider; Portugal  42 bps wider; Ireland 16 bps wider; Greece 10 bps tighter; Large Eurozone banks down 1-10 percent; Euro$ down … Continue reading →

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The Sound of Breaking Glass

Posted on November 8, 2012 by macromon

Friday is moving day. The Fearsome Foursome of U.S. stock indices all closed below their 200-day moving average today.  The President is due to speak tomorrow at 1 PM and Speaker Boehner rumored press conference at 11 AM. The Washington … Continue reading →

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“US Set to Restage Greek Tragedy” – Der Spiegel

Posted on November 8, 2012 by macromon

How is the rest of the world (ROW) viewing America’s fiscal problems? Here is Germany’s Der Speigel, The US has more in common with heavily indebted southern European countries than it might like to admit. And if the country doesn’t … Continue reading →

Posted in Black Swan Watch, Dollar, Fiscal Policy, Germany | Tagged , , , | 15 Comments