Category Archives: Uncategorized

Eurozone Watch: Italy -56 bps, SocGen +29%, Euro$ +2.1%

(click here if charts are not observable)

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Charlie Rose: Ian Bremmer on Volatility Drivers

Ian Bremmer of the Eurasia Group on their latest report and the top risks that will drive volatility in 2012. Click here for full interview.                        (click here if picture is not observable)

Posted in Geopolitical, Interviews, Uncategorized | Tagged , , , | 3 Comments

Happy New Year!

Thank heaven we’re done with 2011! Tough year for global macro traders.   A year of bull and bear traps, ridiculous correlations,  absurd trading algorithms, and the full realization the global economy has entered the second phase of the financial crisis … Continue reading

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Men Are from the Feds, Women from State & Local

Staying with the employment theme here’s some interesting data from the Atlantic that shouldn’t have surprised us, but was an eye opener, nonetheless.   The U.S. Federal payrolls are dominated by men and state and local government by women.   … Continue reading

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China Flash PMI @ 32 Month Low

                                        (click here if charts are not observable)

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President of Wal-Mart China Resigns After Pork Scandal

(click here if video is not observable)

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The Wealth of World Leaders

Great infographic from visual.ly.   Click graphic to enlarge. by ejfox via (click here if chart is not observable)

Posted in Demographics, Economics, General Interest, Uncategorized | Tagged , | 2 Comments

Chart of the Day: The World’s Largest Employers

Great graphic from the Economist.  Note that 7 of the 10 are government-run.  Amazing WalMart employs almost as many as the People’s Liberation Army.   Gives new meaning to the “Human Wave Theory.” (click here if graphic is not observable)

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Week in Review: Hurricane “I-Lean” Lifts Markets

Short and sweet tonight.   Even turkeys can fly in hurricane “I-Lean The Wrong Way.” Reports that hedge funds, with almost no tolerance for short-term pain, have opened the biggest net short positions since early 2008  has driven a relatively low … Continue reading

Posted in Sovereign Debt, Sovereign Risk, Uncategorized, Week in Review | Tagged , , , , , , , | 1 Comment

Week in Review: Can the European Center Hold?

What a week.  What a year.  Who would have predicted that U.S. bonds, even in foreign currencies and a sovereign downgrade, would be outperforming the BRIC equity indices and copper by several hundred basis points in mid-August?   Stunning and a … Continue reading

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