Category Archives: Uncategorized

Egypt nears military coup. US warships in Suez Canal – Debka

Posted on February 8, 2011 by macromon

Debka reports, A fresh surge of popular anti-Mubarak protest ripping across Egypt Tuesday, Feb. 8 has brought the country closer to a military coup to stem the anarchy than at any time since the street caught fire on Jan. 25. … Continue reading →

Posted in Egypt, Geopolitical, Uncategorized | Tagged , | 1 Comment

Annualized Cost of Super Bowl Ad = $3.2 TN, German GDP

Posted on February 5, 2011 by macromon

Here’s a little fun breaking the law of large numbers on the eve of the Superbowl.   The cost of a 30 second ad during game time will average around $3 million.  You we do the math: That’s one big nut … Continue reading →

Posted in Charts, Economics, General Interest, Uncategorized | Tagged , | 5 Comments

Not Your Father’s IBM…

Posted on January 19, 2011 by macromon

IBM blew away estimates and was trading up $4.oo in after hours tradings.  Here’s a  couple of interesting charts from today’s earnings presentation.    Take a look how the company is transforming itself from what was primarily a hardware company … Continue reading →

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

European Commission: The U.S. is Worse

Posted on January 11, 2011 by macromon

Here is a European Commission chart that appeared in the online version of Der Spiegel.  It could be a decoy to deflect the markets attention off Europe and push back to what they may perceive as America’s wallowing in schadenfreude … Continue reading →

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

William Daley, Chief of Staff?… Excellent!

Posted on January 3, 2011 by macromon

The Washington Post is reporting, White House officials are considering tapping William Daley, the former commerce secretary and brother of Chicago’s mayor, for a senior administration position, most likely chief of staff, people familiar with the situation said Monday. This … Continue reading →

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Apple Ups 1Q’11 iPhone Shipment Target

Posted on December 27, 2010 by macromon

Taiwan’s Digitmes, a must read and the best source for supply chain news,  reports, Apple has raised the global shipment goal for its iPhones for first-quarter 2011 from 19 million units originally to 20-21 million units, according to sources with … Continue reading →

Posted in Uncategorized | Tagged , , , | 1 Comment

THICK AS A BRIC – U.S. Stocks Outperform Star E.M.s

Posted on December 24, 2010 by macromon

To the surprise of many, the U.S. stock indices are set to outperform those of the beloved BRICs in 2010.   As of December 23rd, China and Brazil are down for the year with the Russian RTS the top performer, up … Continue reading →

Posted in BRICs, Charts, China, Currency, Equities, Uncategorized | Tagged , , , , | Leave a comment

Hang Seng Bounces, Sets Up Santa Claus Rally

Posted on December 21, 2010 by macromon

Nice rebound in the Hang Seng, which was threatening to break the neckline of a head and shoulders pattern.  As one of our indicator species for global risk,  the Hang Seng recovery paves the way for a Santa Claus rally … Continue reading →

Posted in Equities, Uncategorized | Tagged , , | 4 Comments

Chart of the Day: Private Pension Fund Asset Allocation

Posted on December 9, 2010 by macromon

Today’s release of the Flow of Funds Accounts by the Federal Reserves shows the private pension fund sector asset allocation.  Though a slight uptick from 2Q2010, the data show private pensions remain significantly under allocated to equities compared to historical … Continue reading →

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Ireland and Greece: “very different financial meltdowns”

Posted on November 24, 2010 by macromon

Good piece on the Christian Science Monitor blog comparing the Irish and Greek crisis. The author defends four main differences: 1)      …while the Greek crisis involves long time fiscal mismanagement with systematically too large deficits even during the boom, the … Continue reading →

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