Tag Archives: Technology

Post-Bubble Performance Comps of U.S. Financials and Techs

Posted on December 15, 2011 by macromon

The guys over at Bespoke put out a great piece today comparing the post-bubble performance of U.S. financials after the February 2007 top and the technology sector after the dot.com peak in March 2000.    They are tracking within one percent, … Continue reading →

Posted in Equities | Tagged , , | 3 Comments

Nonlinear Thinking: Drone Valet Parking Attendents

Posted on December 9, 2011 by macromon

Wow!  Life is getting too easy.   Guess the driving tests of the future will require the knowledge of how to use a smart phone.  Just another example of Schumpeterian innovation that will destroy some jobs and create others.  No more … Continue reading →

Posted in Nonlinear Thinking | Tagged , , , | 4 Comments

Nonlinear Thinking: Robot Run Warehouses

Posted on November 10, 2011 by macromon

Here’s an interesting video clip that reinforces our view that almost all new innovation and technology is labor saving/destroying and that U.S. unemployment is much more structural than most perceive (click here to view video).   Even the military, with the … Continue reading →

Posted in Employment, Equities, Nonlinear Thinking, Policy, Politics | Tagged , , , , , | 1 Comment

This Time is Different

Posted on September 9, 2011 by macromon

Those dreaded words you never want to hear as an investor.  But check out the Fortune Magazine graphic of this recession relative to others since the WWII.   Yes it’s a balance sheet problem and the economy needs more time to … Continue reading →

Posted in Black Swan Watch, Charts, Demographics, Economics, Employment, Fiscal Policy, Policy, Politics | Tagged , , | 12 Comments

Nonlinear Thinking: The Skin Gun

Posted on February 9, 2011 by macromon

We’ve written about our belief of the coming explosion of new technologies.  Go no further than this video.   If governments will balance their budgets, minimize the economic distortions of their actions,  provide quality education,  and stay out of the … Continue reading →

Posted in Nonlinear Thinking, Policy | Tagged , , | 2 Comments

Picture of the Day: The Wealth of Nations

Posted on October 10, 2010 by macromon

Great shot (magnified 22x) of a wood ant holding a microchip in its teeth.  This picture symbolizes, at least to us, the recipe for the “Wealth of Nations:”  1) the work ethic of the ant;  2) the technology of the … Continue reading →

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