Monthly Archives: January 2013

Daily Interest Rate Monitor – January 9

Posted on January 9, 2013 by macromon

(click here if table is not observable)

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Who Owns the U.S. Equity Market?

Posted on January 9, 2013 by macromon

Here’s an update and upgrade to our mid-2011 post. Lots of noise and imperfections in the Fed’s Flow of Funds data but sure beats the alternative – nothing.  The biggest caveat, in our opinion, is the data include holdings of … Continue reading →

Posted in Equities | Tagged , , , , | 5 Comments

Macro Notes From Alcoa’s Earnings Release

Posted on January 8, 2013 by macromon

(click here if charts are not observable)

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Qualcomm’s Keynote at the Consumer Electronics Show (CES)

Posted on January 8, 2013 by macromon

Here is Qualcomm’s CEO Paul Jacobs giving the keynote at the CES, which included a surprise onstage visit by Microsoft’s Steve Ballmer. “It is the first time a wireless company has opened up the Consumer Electronics Show.” ]Check it out.   … Continue reading →

Posted in Apple, Technology | Tagged , , | 1 Comment

Daily Interest Rate Monitor – January 8

Posted on January 8, 2013 by macromon

(click here if table is not observable)

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Technical Chart Patterns and Perspective

Posted on January 8, 2013 by macromon

Yesterday we posted a technical piece on gold, which one of our friends down under picked up.   They made us think about how technical analysis is more art than science (just like economics, by the way) and how bull/bear conclusions … Continue reading →

Posted in Gold, Technical Analysis | Tagged , , , , | 4 Comments

The economics (and finance) of a flu epidemic – Reuters

Posted on January 8, 2013 by macromon

According to the Center for Disease Control this is the earliest regular flu season in past ten years.    Not too late to get that flu shot! Maybe a little too late to pick up the flu stocks, however.  At least … Continue reading →

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Tweet of the Day: Slouching Toward Weimar

Posted on January 7, 2013 by macromon

Clay Aiken, U.S. musician and American Idol, tweets: The meme is now in the popular culture.   Troubling.

Posted in Monetary Policy | 11 Comments

Silvo Won’t Stand for PM, Wants FinMin

Posted on January 7, 2013 by macromon

Silvio Berlusconi will not pursue his ambition to return to the office of prime minister. That’s the price of a deal he has finally secured with the Northern League in a bid to strengthen Italy’s centre-right ahead of next months … Continue reading →

Posted in Italy, Politics | Tagged , | Leave a comment

The Golden Flag

Posted on January 7, 2013 by macromon

Gold has begun the year thrashing around in its flag chart pattern and off about 1/2 percent YTD.   Along with Apple,  it has been our printing press over the past five years.   Both currently trade like dog dirt. Yesterday’s low … Continue reading →

Posted in Gold | Tagged | 2 Comments