Category Archives: Charts

History Shows Why Prognosticators Should Be Discounted

Posted on February 21, 2011 by macromon

(click here if chart is not observable) 1927-1933 Chart of Pompous Prognosticators 1.  “We will not have any more crashes in our time.” – John Maynard Keynes in 1927 2.  “I cannot help but raise a dissenting voice to statements … Continue reading →

Posted in Charts, Economics, General Interest, Policy, Politics | Tagged , , | 2 Comments

Week in Review

Posted on February 21, 2011 by macromon

As we suspected, emerging equities bounced nicely last week with Brazil and Hong Kong leading the major indices, both up over 3 percent.   Developed equity markets continued to move higher with France now up close to 10 percent for the … Continue reading →

Posted in Apple, Bonds, Charts, Crude Oil, Currency, Equities, Week in Review | Tagged , , , , , , | 3 Comments

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

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

Annualized Cost of Super Bowl Ad = $3.2 TN, German GDP

Posted on February 5, 2011 by macromon

Here’s a little fun breaking the law of large numbers on the eve of the Superbowl.   The cost of a 30 second ad during game time will average around $3 million.  You we do the math: That’s one big nut … Continue reading →

Posted in Charts, Economics, General Interest, Uncategorized | Tagged , | 5 Comments

The Crude Top 15

Posted on February 2, 2011 by macromon

The following “Top 15 tables” from the E.I.A. provide a comprehensive geopolitical perspective of the crude oil market.  You can see who is benefiting and who is taking pain from the increase in crude oil prices.   The data are from … Continue reading →

Posted in Charts, Commodities, Crude Oil, Geopolitical | Tagged , , , | Leave a comment

The Comps of Doing Business in the G5 and BRICs

Posted on January 26, 2011 by macromon

The President spoke a lot about competitiveness in his State of the Union last night so we thought we’d do a little comparative analysis.  Sorry to throw so many charts at you but we think they’re a little more sexy … Continue reading →

Posted in BRICs, Charts, Economics, Japan | Tagged , , , | Leave a comment

The Week in Review: BRICs to FRICs?

Posted on January 22, 2011 by macromon

Vive la France! Who would of “thunk” it? The French CAC outperforming India by 13 percent in the first three weeks of the year? Will Goldie’s Jim O’Neill now replace Brazil with France in the BRIC countries and rename the … Continue reading →

Posted in Budget Deficit, Charts, China, Crude Oil, Economics, Equities, Gold, Monetary Policy, Sovereign Debt, Week in Review | Tagged , , , , , | Leave a comment

Monetarism Redefined: Crude, Fine Wine & Gold

Posted on January 20, 2011 by macromon

“Inflation is Always and Everywhere a Monetary Phenomenon” – Milton Freidman Monetarism as a theory, which states that the variation in the money supply has major influences on national output in the short run and the price level over longer … Continue reading →

Posted in Black Swan Watch, Bonds, BRICs, Budget Deficit, Charts, China, Commodities, Credit, Crude Oil, Currency, Economics, Monetary Policy | Tagged , , , | 3 Comments

S&P500 Breaks Hitting Streak, Jimmy Rollins Safe…

Posted on January 19, 2011 by macromon

The S&P500 broke its streak of 37 consecutive days without a one percent correction, just barely, however, falling 1.01 percent.  Jimmy Rollins can sleep easier tonight.  The NASDAQ was down 1.46 percent. So what’s next?  If history is indicative of … Continue reading →

Posted in Charts, Commodities, Equities | Tagged | 1 Comment