Tag Archives: Iran

President Reagan On The ’87 Stock Market Crash

Posted on March 12, 2020 by macromon

We are reposting this piece.  History rhymes.  The U.S. was in the midst of conflict with Iran during the 1987 crash as we are today. The Fed tried to stem the selling today and who knows what would have happened … Continue reading →

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“Deals Galore” Coming This Fall

Posted on September 13, 2019 by macromon

D Looks like the “Fab Four” – China, North Korea, Iran, and the Taliban — are queuing up just as we wrote about earlier this week, Deals Galore?  We also wonder if the Administration is on the verge of a … Continue reading →

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President Reagan On The ’87 Stock Market Crash

Posted on April 21, 2018 by macromon

President Reagan certainly understood the nature of markets. That is they do whatever they are going to do, sometimes without a fundamental rhyme or reason.   Very different from the current occupant of the White House who seems to think every … Continue reading →

Posted in Equity, Uncategorized | Tagged , , , | 28 Comments

Why Crude Oil Trades So Poorly

Posted on July 8, 2017 by macromon

Crude oil is the new widow maker.  It trades heavier than a wet dawg in a New York thunderstorm.    Rallies have no legs and it seems the only bid these days are the shorts scrambling for cover. Note the recent … Continue reading →

Posted in Crude Oil, Uncategorized | Tagged , , , | 17 Comments

Statfor’s Fourth Quarter Forecast Preview

Posted on October 1, 2013 by macromon

Stratfor Vice President of Global Analysis Reva Bhalla previews Stratfor’s fourth quarter forecast publishing tomorrow.       For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in Geopolitical | Tagged , , , , , | 1 Comment

Stratfor: The Risks of Egypt’s Outreach to Iran

Posted on February 6, 2013 by macromon

Stratfor’s Vice President of Global Analysis Reva Bhalla discusses the Iranian president’s recent visit to Cairo and the Egyptian Muslim Brotherhood’s reasons for welcoming him. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Swan Watch: ‘Over 50% chance for Iran conflict in coming year’

Posted on November 14, 2012 by macromon

“Enormous Angst” ‘Over 50% chance for Iran conflict in coming year.’   This was the headline in yesterday’s Jerusalem Post quoting David Gergen, one of our favorite nonpartisan political analysts, who has worked for both Republicans and Democrats. Speaking to the … Continue reading →

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Asia Is The World’s Largest Oil Consuming Region

Posted on February 26, 2012 by macromon

Nice data from the EIA showing petroleum consumption by region.  This, in part, explains why the stock rallies are starting to sputter in Korea and India, both heavily exposed to oil prices. Bloomberg reports that “in 2011, Japan, South Korea, … Continue reading →

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EU approves new sanctions on Iran

Posted on January 23, 2012 by macromon

How long before the Arab Persian Spring comes to Tehran? (click here if video is not observable)

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How Dependent is the U.S. on Persian Gulf Oil?

Posted on January 2, 2012 by macromon

With tensions heating up over Iran (recall our November 5th post, Is Iran About to Get Hot) we’re seeing lots of traffic on our post of last February,  U.S. Dependent on Middle East Oil? Think Again. Our sense is that most … Continue reading →

Posted in Black Swan Watch, Crude Oil | Tagged , , , | 1 Comment