Tag Archives: Equities

Global Trend Indicators

Posted on July 16, 2011 by macromon

(click here if tables are not observable)

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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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Global Trend Indicators

Posted on May 29, 2011 by macromon

(click here if table is not observable)

Posted in Commodities, Currency, Global Stock Performance | Tagged , , , , | 2 Comments

Week in Review: DSK Risk

Posted on May 16, 2011 by macromon

The key question for markets this week is how will they react to the Dominique Strauss-Kahn (DSK)  news?  Will the Dollar continue to strengthen keeping the “risk off” (we hate that simplicity) trade on?  Are traders of the European periphery … Continue reading →

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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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Week in Review

Posted on May 8, 2011 by macromon

We wrote a few weeks ago about the global markets weekly oscillations.  Not just markets, but fundamental outlooks on inflation and deflation.  When markets are driven and highly dependent on liquidity and the direction of monetary policy, the underlying fundamentals … Continue reading →

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The Weekend Read: Gold Fever!

Posted on April 29, 2011 by macromon

In my theory of reflexivity I assert that the thinking of economic agents serves two functions. On the one hand, they try to understand reality; that is the cognitive function. On the other, they try to make an impact on … Continue reading →

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Week in Review: Momentum To Be Tested

Posted on April 10, 2011 by macromon

This week will be another key test for the markets.   The U.S. equity indices are right up against their year highs and there seems no let up in the momentum in crude and other commodity prices.  This is surprising given … Continue reading →

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The Weekend Read

Posted on April 2, 2011 by macromon

Quantitative easing didn’t end deflation. What makes us think fresh bouts of it suddenly will? Japan’s problem isn’t the supply of yen. It’s that investors and households lack enough confidence in the economy to do anything with BOJ-created money. If … Continue reading →

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Q1 U.S. Major Market Review

Posted on April 1, 2011 by macromon

(click here if charts are not observable)

Posted in Charts | Tagged , | 5 Comments