Category Archives: Uncategorized

“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 →

Posted in Uncategorized | Leave a comment

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 →

Posted in Uncategorized | Leave a comment

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 →

Posted in Uncategorized | 1 Comment

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 →

Posted in Economics, Equities, Uncategorized | Tagged , , , , , , , | Leave a comment

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