Monthly Archives: January 2013

Wisdom For Traders

Posted on January 15, 2013 by macromon

Colm O’Shea, the great hedge fund manager of Comac Capital, has some words of wisdom for traders in Jack Schwager’s,  Hedge Fund Market Wizards. George Soros has the least regret of anyone I have ever met.  Even though he will sometimes … Continue reading →

Posted in Quote of the Day, Quotes, Technical Analysis | Tagged , , , , | 3 Comments

60 Minutes: Are Robots Hurting Job Growth?

Posted on January 14, 2013 by macromon

In case you missed last night’s 60 Minutes.   Take the 13 minutes to view this fascinating piece about how technological advances, especially robotics, are changing the workplace and is causing unemployment. We’ve wrtitten and posted many times on how technology … Continue reading →

Posted in Employment, Technology, Video | 2 Comments

Daily Interest Rate Monitor – January 14

Posted on January 14, 2013 by macromon

     (click here if table is not observable)

Posted in Interest Rates, Italian Yields | Tagged , | Leave a comment

Quote of the Day: Feeback Loopis

Posted on January 14, 2013 by macromon

We could be stuck in a perverse equilibrium in which our absence of growth is delivering political paralysis, and the political paralysis preserves the absence of growth. – Benjamin Friedman,  Prof. of Econ, Harvard

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Stratfor: Japan’s New Regional Diplomacy

Posted on January 13, 2013 by macromon

Stratfor’s Vice President of East Asia Analysis Rodger Baker reviews Japan’s new regional diplomacy in the context of China’s military assertiveness. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable) 

Posted in China, Japan | Leave a comment

Kospi and Nikkei diverge in the Bretton Woods

Posted on January 13, 2013 by macromon

Take a look at the divergence between Korea’s Kospi and Japan’s Nikkei over the past month.   Clearly the result of Shinzo Abe’s policy to weaken the yen. Recall how the last big dollar/yen reversal in 1995 helped set the stage … Continue reading →

Posted in Japan | Tagged , , , , | 2 Comments

Most Overbought and Oversold Markets

Posted on January 13, 2013 by macromon

Asia x/Japan equities began to to work off overbought conditions. Japan’s Nikkei continues to reprice higher on weaker yen. Italy’s MIB and Spain’s IBEX experiencing the “positive contagion”  from Eurozone sovereign spread compression and now approaching an 80 RSI. Profit … Continue reading →

Posted in Monetary Policy, Technical Analysis | Tagged , , , | 2 Comments

Global Trend Indicators

Posted on January 13, 2013 by macromon

(click here if tables are not observables)

Posted in Global Trend Indicators | Tagged , , , , , , , | 1 Comment

Week in Review

Posted on January 13, 2013 by macromon

(click here if charts are not available)

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Global Risk Indicator Species: Hang Seng and Aussie/$

Posted on January 12, 2013 by macromon

Messing around with the charts while watching the game and came across this. The Hang Seng and Aussie/$ are important — sometimes leading and sometimes confirming – risk indicators that should be monitored. We have written about both.  See here … Continue reading →

Posted in Equities, Uncategorized | Tagged , , , | 1 Comment