Category Archives: Uncategorized

The Weekend Read: Godspeed, Japan!

Posted on March 11, 2011 by macromon

As cars swayed, and trees lurched overhead, you could feel the power of the beast writhing underneath Japan.  – Economist China Demographic Trends Cloud China’s Long-Term Economic Outlook – AEI Don’t Dismiss a Jasmine Moment in China – The Atlantic … Continue reading →

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Chart of the Day: Destination of Libya’s Oil Exports

Posted on February 24, 2011 by macromon

(click here if chart is not observable)

Posted in Crude Oil, Energy, Geopolitical, Uncategorized | Tagged , , | 2 Comments

Soros: Regime Change in Iran, Bond Crisis is U.S.

Posted on February 20, 2011 by macromon

Fareed Zakaria discusses current events with George Soros on today’s GPS.   Click here for the entire interview.   It’s well worth your time. Money Quotes: Comparison 1989 fall of the Berlin Wall and Middle East Uprisings SOROS: It is very similar. … Continue reading →

Posted in Fiscal Policy, Geopolitical, Sovereign Debt, Sovereign Risk, Uncategorized, Whales | Tagged , , , | Leave a comment

Gold Ready to Make New Highs

Posted on February 17, 2011 by macromon

Gold is acting as if it is ready to make its next move taking out the triple top and beyond.   After spending 28 days below its 50-day moving average the gold ETF (GLD) has recaptured it and is generating … Continue reading →

Posted in Uncategorized | 6 Comments

Tracking the Presidential Stock Cycle

Posted on February 14, 2011 by macromon

What a stock market!  Just 29 days (11.5 percent of the year) of trading into the year and the S&P500 is already up 5.94 percent,  outperforming the Presidential Stock Cycle chart analog by 150 bps.  This market is not allowing … Continue reading →

Posted in Uncategorized | 3 Comments

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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