Monthly Archives: December 2012

Charlie Rose: Jeff Bezos, The Ultimate Disrupter

Posted on December 11, 2012 by macromon

Great interview with Amazon’s Jeff Bezos. He was recently named Fortune’s 2012 Businessperson of the Year.   Listen and you’ll begin to understand why the market gives Amazon’s stock such a high multiple. Bezos, a computer science and electrical engineer graduate … Continue reading →

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Cue FED

Posted on December 11, 2012 by macromon

Here’s some interesting data the Fed is surely looking at. The monetary base has been flat lining since the end of QE2 —  i.e., the balance sheet growth of the Federal Reserve has not been above long-term growth.  May explain … Continue reading →

Posted in Gold, Monetary Policy | Tagged , , , | 2 Comments

Chinese Electricity Production

Posted on December 10, 2012 by macromon

Nice graphic.   A little more orange, a little less black.  This reflects an economy not booming, not tanking, but accelerating out of a sharp slowdown.   We have not idea at what growth rate, however. BTW,  orange and black — the … Continue reading →

Posted in China | Tagged , | 2 Comments

Nonlinear Thinking: Breast Tissue Screening Bra

Posted on December 10, 2012 by macromon

This is very cool, especially given that we have three daughters. One of our favorite trends is mobile medical applications and devices. How do these rapid technological advances fit into macroeconomic models?  Most forecasts are going to be so far … Continue reading →

Posted in Nonlinear Thinking | Tagged , , | 1 Comment

Global Wage Growth

Posted on December 10, 2012 by macromon

Interesting data from the latest Global Wage Report from the International Labor Organization. The following table illustrates the cumulative increase in real wages since 2000.  Note the marked differences across regions.  In Asia,  real wages have nearly doubled while only … Continue reading →

Posted in Employment, Wages | 5 Comments

What Economists At Harvard Are Thinking

Posted on December 10, 2012 by macromon

Cute.  The Mankiw is starting to look…wise, no? Hat tip Mashable.  (click here if video is not observable)

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China’s Foreign Direct Investment

Posted on December 10, 2012 by macromon

Excellent ginormous infographic from Firmex on China’s investment trends. Amid the global economic slowdown, 2012 has shaped up to be a healthy year for Chinese investment abroad. According to a recent PwC report, China’s outbound deal values tripled in the … Continue reading →

Posted in China | Tagged , | 2 Comments

Apple’s Key Fibonacci Levels

Posted on December 10, 2012 by macromon

Great chart from Motivewave.com via Susie Q over at Stock Twits. Apple just can’t hold a bid since its big bounce off  $505 on November 16th.  It either opens at its high and trades down all day,  or gaps down … Continue reading →

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Stratfor: Saudi Arabia’s Geographic Challenge

Posted on December 10, 2012 by macromon

Stratfor explains how Saudi Arabia’s difficulty in maintaining its territory and the need to export its natural resources will continue to be a challenge. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Chart Gazing

Posted on December 9, 2012 by macromon

We take a look of some of the more interesting charts in the various assets, indicies, and commodities we cover. Apple Probably the most talked about death cross in ages.  Apple’s 50-day moved through its 200-day moving average last week … Continue reading →

Posted in Apple, Charts, Technical Analysis | Tagged , , , , , , , , , , , , , , | 6 Comments