Category Archives: Uncategorized

The New Economic Messiah?

Posted on August 22, 2012 by macromon

This is going to end sooooo ugly!  Confidence is a fragile thing  and money demand can collapse faster than you can say Lehman Brothers, che! (click here if video is not observable)

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Quote of the Day: Nostalgia for the Deutsche Mark

Posted on August 5, 2012 by macromon

While German political leaders now declare their allegiance to the eurozone, opinion polls in Germany show that public support for the euro is very weak. As the risks accumulate, it is not inconceivable that Germany might conclude that, despite the … Continue reading →

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Gone Fishin’

Posted on August 2, 2012 by macromon

Our posting during August will be a little light as we’re gonna take a little time to think and go fishin.’  Keep checking in as we will continue to post on the Euro crisis, employment numbers, market reviews, etc. (click … Continue reading →

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HSBC China Flash PMI At 49.5, 5-month High

Posted on July 23, 2012 by macromon

Markit reported the HSBC China Flash PMI increased to a 5-month from 48.2 in June to 49.5 in July.  Manufacturing is still contracting but the reading shows the Chinese economy may be bottoming.   Here’s  Hongbin Qu, Chief Economist, China … Continue reading →

Posted in China, PMIs, Uncategorized | Tagged , , | 2 Comments

Holiday…

Posted on July 11, 2012 by macromon

We’re going radio silent for a few days to recharge and regroup.   Good luck out there!

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“Next Year We’ll Be Watching America” – Jim Rogers

Posted on June 29, 2012 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, Economics, Policy, Politics, Sovereign Debt, Sovereign Risk, Uncategorized | Tagged , | Leave a comment

Charlie Rose: Chairman Gary Gensler, CFTC

Posted on June 24, 2012 by macromon

Charlie interviews Gary Gensler, chairman of the U.S. Commodity Futures Trading Commission.   They discuss a wide range of issues, including risk in financial institutions, swaps and derivatives,  and the challenge to the financial sector of a potential Grexit.  The interview … Continue reading →

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The Prairie Fire Ignites

Posted on June 5, 2012 by macromon

After the defeat of Governor Scott Walker’s recall tonight, we thought we’d post this piece from January 2011.   Big pension reform ballot measures won big in San Jose and San Diego.   This gives us our children hope. Interestingly,  … Continue reading →

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S&P500 Closes Above Important Support

Posted on May 8, 2012 by macromon

After getting spanked in the morning the S&P500 was able to clawback some of its losses and close above 1360, which has been a key support level.   We have our doubts this will hold and won’t be getting lathered up … Continue reading →

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Shorts Send Out Mayday As ISM Surprises

Posted on May 1, 2012 by macromon

Wow! Check out the market reaction to the ISM this morning.  Many were caught off guard and even shorting just minutes before the number expecting a weaker print on the back of the weaker regional PMIs.   We were surprised, but, … Continue reading →

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