Category Archives: Uncategorized

Ruchir Sharma: Breakout Nations and the Commodity Bubble

Posted on April 18, 2012 by macromon

This CNBC Fast Money interview with Ruchir Sharma is a must view.  His newly published book, Breakout Nations, also looks like a must read and is in definitely on our reading list. Sharma also has a good piece in The … Continue reading →

Posted in BRICs, Commodities, Crude Oil, Uncategorized | Tagged , , , | 6 Comments

Dow Chem CEO: U.S. Can Be An Energy Exporter

Posted on April 17, 2012 by macromon

CNN Money reports, NEW YORK (CNNMoney) — The government approved the first ever natural gas export facility in the lower 48 states on Monday, clearing the way for a project that could be a significant job creator. But critics argue … Continue reading →

Posted in Commodities, Crude Oil, Energy, Uncategorized | Tagged , , , | Leave a comment

Chanos on China

Posted on April 15, 2012 by macromon

(click here if video is not observable) Chanos on China, posted with vodpod

Posted in Uncategorized | 2 Comments

Real Chance of Japan-like Housing Slump – Robert Shiller

Posted on March 27, 2012 by macromon

Robert Shiller, who coined the term “irrational exuberance,” is one of our favorite economists.   He really nails it here on the structural shifts taking place in housing.   We agree there is a generational change going on in the sector where … Continue reading →

Posted in Black Swan Watch, Housing, Uncategorized | Tagged , , , | 3 Comments

Global Trend Indicators

Posted on March 24, 2012 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators, Uncategorized | Tagged , , , , , , , , , | 3 Comments

Dartmouth Prez Nominated to Head World Bank

Posted on March 23, 2012 by macromon

This was surprising and looks like an excellent choice to us. Though some are not happy. (click here if video is not observable) Dartmouth Prez Nominated to Head World Bank, posted with vodpod

Posted in Uncategorized | Tagged , , | Leave a comment

Hong Kong’s Growing Income/Wealth Gap

Posted on March 22, 2012 by macromon

The goes to show the U.S. is not the only country with a growing wealth and income gap. Very interesting video from CNBC Asia. (Click here if video is not observable) Hong Kong’s Growing Income Inequalities, posted with vodpod

Posted in Uncategorized | Leave a comment

Week in Review: Open Season on Equity Bears x/ Pandas

Posted on March 19, 2012 by macromon

(click here if charts are not observable)

Posted in Uncategorized, Week in Review | Tagged , , , , , , , | 1 Comment

Global Trend Indicators

Posted on March 4, 2012 by macromon

(click here if tables are not observable)

Posted in Global Trend Indicators, Uncategorized | Tagged , , , , , , , | 1 Comment

What’s Working in 2012: From Worst to First

Posted on January 20, 2012 by macromon

Interesting chart from Bespoke illustrating the early theme of 2012 (as of Wednesday) is “From Worst to First.” (click here if charts are not observable)

Posted in Equities, Global Stock Performance, Uncategorized | Tagged , | 1 Comment