Category Archives: BRICs

Each U.S Citizen Owes $3,719 to China and $475 to Russia

Posted on September 24, 2011 by macromon

Created by: MBA Online (click here if chart is not observable)

Posted in Black Swan Watch, BRICs, Budget Deficit, China, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

Brazil ETF: A Better “Dubya” Bottom

Posted on August 30, 2011 by macromon

Yesterday we raised the question has the S&P500 put in a short-term W bottom?  The Brazilian bottom looks a little better to us.   We took some of the ETF and looking for a quick trip into the $69-70 resistance area … Continue reading →

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

Gorbachev on the End of the Soviet Union – Der Spiegel

Posted on August 16, 2011 by macromon

Great interview by Der Spiegel with Mikhail Sergeyevich on the final days of the Soviet Union.   Click here for full interview.   Here are a few nuggets: SPIEGEL: Perhaps you could fill us in on a detail from the decisive … Continue reading →

Posted in BRICs, General Interest, Geopolitical, Politics | Tagged , | Leave a comment

The Brazilian Blowout

Posted on August 15, 2011 by macromon

Today’s rally in front of the Merkel/Sarkozy cup of tea surprised many, including us.  We’re not expecting much from the meeting, but you never know, and the market may have set itself up for disappointment.   Looking at the action in … Continue reading →

Posted in BRICs, Commodities, Currency, Dollar, Global Stock Performance | Tagged , , , , , | 2 Comments

When Apple Leads….

Posted on July 7, 2011 by macromon

Apple is up almost 15 percent off  the June 20th low of 310 and leading the overall market higher.  This is the stock’s best move since last September.  We’ve posted several pieces on Apple’s market leadership (click here).  With no … Continue reading →

Posted in Apple, Black Swan Watch, BRICs, Budget Deficit, Charts, Economics, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

McSwan Watch: Soros – China Risks ‘Hard Landing’

Posted on June 15, 2011 by macromon

George Soros was on the tape warning China is losing its grip on inflation.  Bloomberg reports, China has missed its opportunity to stem inflation and may now risk a hard landing, billionaire investor George Soros said. The world’s second-largest economy … Continue reading →

Posted in Black Swan Watch, BRICs, China, Commodities, Crude Oil | Tagged , , , | Leave a comment

Trend Reversal in Apparel Prices?

Posted on February 14, 2011 by macromon

Good piece in the USA Today about the headwinds the clothing industry is facing and the  expected reversal of the almost 20-year decline in apparel prices. The USA Today/AP reports, Clothing prices have dropped for a decade as tame inflation … Continue reading →

Posted in BRICs, Charts, China, Commodities, Economics, Technology | Tagged , , , | 3 Comments

Nonlinear Thinking: 3D Printing To Revolutionize Manufacturing

Posted on February 11, 2011 by macromon

The Economist has a great piece out today on the coming revolution in manufacturing with 3D printing, which could have as a profound impact on the world as the factories once did. It works like this. First you call up … Continue reading →

Posted in BRICs, China, General Interest, Japan, Nonlinear Thinking, Technology | Tagged , , , | 5 Comments

The Russia Forum 2011 – Faber and Taleb

Posted on February 9, 2011 by macromon

Is Russia the Best or Worst in BRIC? The discount to which Russia trades when compared to Brazil, China, and India begs the question of whether Russia is in fact a fast growing emerging economy. Whilst the consumer and financial … Continue reading →

Posted in BRICs, Video | Tagged , , , | 1 Comment

Real Gas Prices Approaching 1918 Peak

Posted on February 8, 2011 by macromon

Yes, 1918!  This is one incredible chart from the American Petroleum Institute illustrating the secular decline in real gas prices for the past century with episodes of periodic price spikes, which lasted a decade or so. So what was it … Continue reading →

Posted in BRICs, Charts, China, Commodities, Crude Oil, Monetary Policy, Real Estate | Tagged , , | 2 Comments