Category Archives: Whales

Quote of the Day

Posted on January 3, 2011 by macromon

“There are definitely times when you don’t want to get in front of a bullish freight train or catch a falling knife. If one doesn’t get you the other one will. The crowd is right during the trends, but wrong at … Continue reading →

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Einhorn: “Global Economy in a Period Between Two Crises”

Posted on December 7, 2010 by macromon

A must view Charlie Rose interview with David Einhorn, President of Greenlight Capital.   He is a very smart guy with an excellent track record. He speaks of the absurd way we calculate official inflation in the U.S. using the Apple … Continue reading →

Posted in Black Swan Watch, Budget Deficit, Economics, Sovereign Risk, Video, Whales | Tagged , | Leave a comment

Jeremy Grantham CNBC Interview

Posted on November 11, 2010 by macromon

Run don’t walk to CNBC’s extended interview with Jeremy Grantham, chief investment strategist at Grantham Mayo Van Otterloo (GMO).  Click here for the interview. He begins commenting on the Fed’s attempt to stimulate growth through the  “wealth effect,” noting that … Continue reading →

Posted in BRICs, China, Commodities, Crude Oil, Currency, Equities, Gold, Monetary Policy, Policy, Whales | Tagged , , | 1 Comment

Robert Prechter’s 100 Predictions – 7 years later

Posted on October 28, 2010 by macromon

Here are 100 predictions that Elliot Wave Theorist, Robert Prechter, made in October 2003.  As my econ professor once said, “if you’re going to forecast, forecast a lot and forecast often.” No mention of the rise of Apple or the … Continue reading →

Posted in Black Swan Watch, China, Commodities, Currency, Equities, Geopolitical, Policy, Politics, Sovereign Risk, Whales | Tagged , | 10 Comments

Soft Landing in the Chinese Property Market

Posted on September 26, 2010 by macromon

Andy Xie, the former Morgan Stanley economist and one smart dude, pens a great piece for Bloomberg on the Chinese property and reverses his previous view of an imminent crash. The fallout from a potential hard landing in China’ s … Continue reading →

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David Tepper on QE2: “Everything Will Go Up”

Posted on September 24, 2010 by macromon

“This might be one those [moments].” CNBC’s excellent interview with David Tepper, one smart dude (OSD).  Tepper is a great hedge fund manager and made a bundle buying bank shares and preferreds when the you know what was hitting the … Continue reading →

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