Global Macro Monitor

Daily Risk Monitor – June 30

Posted on June 30, 2014 by macromon

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Posted in Daily Risk Monitor | Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks | Leave a comment

Palo Alto Networks (PANW) Breaks Out

Posted on June 30, 2014 by macromon

The market looks like it has already settled in to the dog days of summer. Here is one stock moving and triggered a nice cup with handle set up. The measured move target for Palo Alto Networks is around $104 – nice! Needs some follow through this week to increase the probability of acquiring the target price.

We picked up a small posisch. Always with a stop loss, folks.

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Posted in Equities | Tagged Cup with Handle, Palo Alto Networks | Leave a comment

Weekend Lecture: Capital in the Twenty-First Century – LSE

Posted on June 27, 2014 by macromon

To view slides+audio please see: https://www.youtube.com/watch?v=oXYIY…
To download slides please see: http://www.lse.ac.uk/newsAndMedia/vid…
Speaker(s): Professor Thomas Piketty
Chair: Professor Tim Besley
Recorded on 16 June 2014 in Peacock Theatre, Portugal Street.

What are the grand dynamics that drive the accumulation and distribution of capital? Thomas Piketty’s latest findings will transform debate and set the agenda for the next generation of thought about wealth and inequality.

Thomas Piketty is a professor of economics at the Paris School of Economics, an alumus of LSE and author of Capital in the Twenty-First Century.

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Posted in Uncategorized | Tagged LSE, Thomas Piketty | 2 Comments

The week explained – Economist

Posted on June 27, 2014 by macromon

INSTABILITY in Iraq, the acquittal of Rebekah Brooks and the sanctity of smartphones are three important stories that made the news this week. Our correspondents explain. – Economist

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Posted in Economics | Tagged Economist, The week explained | Leave a comment

So far, so good for Brazil – FT

Posted on June 27, 2014 by macromon

Good piece.

Fears that Brazil’s infrastructure would be overwhelmed have so far proven overblown. There have been some flight cancellations, poor communications at some games and other problems, but the FT’s Brazil bureau chief Joseph Leahy reports that generally things have gone smoothly.

For more video content from the Financial Times, visit http://www.FT.com/video

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Posted in Sports | Tagged Brazil, FT, World Cup | Leave a comment

U.S. Sector ETF Performance – June 27

Posted on June 27, 2014 by macromon

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Posted in Sector ETF Peformance | Tagged Performance, Sector ETF | Leave a comment

Daily Risk Monitor – June 27

Posted on June 27, 2014 by macromon

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Posted in Daily Risk Monitor | Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks | Leave a comment

Nike Beats

Posted on June 26, 2014 by macromon

Nike beat estimates and is trading up 3.6 percent in the after hours session. We picked up a small position thinking it should take out its high at $80.26 in the next few days.

Here’s an interesting breakdown of sales by region and sector. Note, Nike Golf not doing so well, which confirms the same poor performance of the sport over at Dick’s.

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