Category Archives: Policy

Nonlinear Thinking: Robotic Surgeons & Central Bankers

Posted on March 26, 2012 by macromon

Here’s a piece we’ve been wanting to post for a long time.  Intuitive Surgical (ISRG) is a leader in the development and commercialization of medical robotic technology.  As the chart shows this is not just a concept but a very … Continue reading →

Posted in Nonlinear Thinking, Policy | Tagged , , , , , , | Leave a comment

Hugh Hendry’s ‘Greatest Hits’

Posted on March 24, 2012 by macromon

Now for some weekend entertainment. Hugh Hendry is one of our favorite hedge fund managers and OSD — one smart dude.  Watch how H-squared gives facials to the academics in the video, especially Jeffrey Sachs.  Stiglitz was soooo wrong on … Continue reading →

Posted in Black Swan Watch, PIIGS, Policy, Politics, Whales | Tagged , , , | 2 Comments

Nassim Taleb: The Next Black Swan

Posted on March 13, 2012 by macromon

In case you missed Nassim Taleb’s interview on CNBC this morning. He endorsed Ron Paul and is a bit cryptic in his four points, one of which,  that a sovereign debt crisis is coming to the United States.   Rather than … Continue reading →

Posted in Black Swan Watch, Interviews, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Our Pick for World Bank President: Arminio Fraga

Posted on March 7, 2012 by macromon

Bloomberg’s Tom Keene reported this morning that Bill Gates is on the short list to replace  Robert Zoellick as President of the World Bank.   As former Bank employees we’re O.K. with that and kind of surprised Hillary isn’t on the … Continue reading →

Posted in Economics, Policy | Tagged , , , | 2 Comments

Capitano Crunch: Europe’s Collapsing Monetary Aggregates

Posted on January 30, 2012 by macromon

Here are some great pictures from Credit Suisse illustrating what’s happening in the European monetary sector.  The monetary aggregates have been collapsing at a greater pace than 2008/09  as banks have been cutting credit and shrinking their balance sheets to … Continue reading →

Posted in Black Swan Watch, Credit, Euro, Monetary Policy, Policy, Sovereign Risk, State and Local Government | Tagged , , , | 4 Comments

Creative Destruction 2.0

Posted on January 19, 2012 by macromon

R.I.P, Eastman Kodak, may you rise like a Phoenix out of bankruptcy.   If only you were owned by the government,  Larry Wood, as pictured below, might still have his job doing the same work he was doing in 1968. (click … Continue reading →

Posted in Economics, Employment, Energy, Policy, Politics | Tagged , , , | 4 Comments

Does the Solar ETF Reflect the Chances of Obama 2.0?

Posted on January 18, 2012 by macromon

Take a look at the Solar ETF’s performance over the past couple of years.   We, along with the President and most Democrats, were all lathered up about the “Green Economy” leading us into a new economy.    What a disaster! Granted … Continue reading →

Posted in Clean Tech, Energy, Policy | Tagged , , , | 2 Comments

World Economic Forum Global Risks 2012

Posted on January 15, 2012 by macromon

The World Economic Forum is out with their Global Risks 2012 report.   Great video presentation.  Click here for PDF copy. Economic imbalances and social inequality risk reversing the gains of globalization, warns the World Economic Forum in its report Global … Continue reading →

Posted in Black Swan Watch, Economics, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

Spiegel: Germany’s Finances Not as Sound as Believed

Posted on November 22, 2011 by macromon

This will surprise many.  Der Spiegel reports that Germany’s fiscal management is not as “exemplary” as most perceive. …Last week, the suspicions of international investors reached the stable core of the euro zone. Investors embarked on a massive selloff of … Continue reading →

Posted in Black Swan Watch, Charts, Euro, PIIGS, Policy, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

60 Minutes: Christine Lagarde

Posted on November 21, 2011 by macromon

Christine Largarde’s interview with 60 minutes last night was very impressive.  She is a doer and contradicts the stereotypical “meet and discuss” (over nice lunches) do nothing Eurocrat. Not mentioned was that as an exchange student in the U.S. she … Continue reading →

Posted in Economics, Euro, General Interest, Policy, Whales | Tagged , , | Leave a comment