Tag Archives: China

The Weekend Read: Death by Debt

Posted on July 15, 2011 by macromon

“WE HAVE a system of government in which everybody has to give a little bit.” So said Barack Obama at the start of this week. But parse that sentence. Does the president mean that America already has a system in … Continue reading →

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The Weekend Read: Greek Week

Posted on June 24, 2011 by macromon

Everything depends on computers these days: the energy supply, airplanes, trains. I’m worried that the Net will soon become a war zone, a platform for professional attacks on critical infrastructure. – Evgeny Kaspersky,  anti-virus expert Bonds Munis Dithering in Wake … Continue reading →

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The Weekend Read: Blue Collar Blues

Posted on June 4, 2011 by macromon

For much of 2010, the slumping economy was affecting white-collar, highly educated workers almost as much as it was affecting less educated and blue-collar workers. That’s no longer the case. In recent months, the economy has once again been easier … Continue reading →

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Week in Review: Hamburger Capital Management

Posted on May 29, 2011 by macromon

The global equity markets continued their poor performance on very low volume.  All the U.S. equity indices were able to capture their 50-day moving average on the low volume end of the week rally.  All, however, made lower highs and … Continue reading →

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The Weekend Read: Bikini Wax Indicator

Posted on May 27, 2011 by macromon

If you’re getting a bikini wax in Brazil, you’ll likely find that the cost is rising. And if you’re an economic policy maker, you’ll likely see that as a problem, since the bikini wax is one of the items the … Continue reading →

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Chanos: “Not bearish enough on China”

Posted on May 25, 2011 by macromon

Wonder what the Goldie commodity traders think when they listen to Jim Chanos?  Or do they?  Think or listen? (click here if video is not observable)

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The Weekend Read: McSwan Watch

Posted on May 13, 2011 by macromon

Chinese speculators have emerged as a big driver of silver’s spectacular rally and subsequent crash with trading in the metal in Shanghai soaring nearly 30-fold since the start of the year. The commodity, nicknamed “the devil’s metal” for its wild … Continue reading →

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The Weekend Read: Commodity Flop

Posted on May 6, 2011 by macromon

On How Academic Economists Missed the Crisis I was shocked by how large a panic was produced by what seemed to me – and still does – relatively small losses (in terms of the size of the global economy) in … Continue reading →

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Chart of the Day: Dr. Copper Falls Through the Ice

Posted on May 5, 2011 by macromon

Dr. Copper broke through its support at 4.10 and is below 4.00 for the first time since early December.   Lots of flakes in this chart as head and shoulder patterns are ubiquitous.   Copper is a very crowded trade and some … Continue reading →

Posted in Black Swan Watch, China, Commodities, Credit, Currency, Dollar, Monetary Policy | Tagged , , | 3 Comments

First Three Days in May

Posted on May 4, 2011 by macromon

The equity market has made a little bit history in the first three days in May.  Only four other times in the last fifty years has the S&p500 opened May with three consecutive down days. Bespoke did some great work … Continue reading →

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