Chart of the Day: U.S. Real Earnings through November 2011
Only three positive months in the last year. Lots of pain out there. Be charitable this holiday season, our friends. The return is tremendous.
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Chart of the Day: China’s Financial Architecture
Now the bubble is visibly bursting. How much damage will it do to the Chinese economy — and the world? That is our homework assignment over the holiday. Getting it right will determine 2012′s investment and trading returns, in our opinion.…
Nonlinear Thinking: Drone Flight-Assembled High Rise Construction
Imagine if/when this becomes scalable. Another potential example of the structural change taking place in the labor force.
The 2012 Blind Side: China’s Housing Bust
Foreign Affairs has just posted a must read piece, "China’s Real Estate Bubble May Have Just Popped", which will sound very familiar to Global Macro Monitor readers. We’re going to be spend a lot time over the holidays thinking how this…
Chart of the Day: European Bank Recapitalization
A chart with a country by country breakdown of the over 100 billion euros of additional capital needed by euro zone banks
Bubble Trouble in the U.S. Heartland?
The “smart money” has been buying up farmland hand over fist for the past few years and you can see how they helped drive up land prices in the U.S. heartland. Some think this is the place to be if the shit really hits the fan. Not gold,…
Chart of the Day: Post-Bubble Performance Comps of U.S. Financials and Techs
The guys over at Bespoke put out a great piece yesterday 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.
More Charts of the Day: Italy Works Over 20% More Hours Than Germany and France
The stereotype of lazy southern Europe and the hard working North is just not reflected in the data. We came across this BLS data set over the weekend which was very enlightening and, in part, smashes this widely held generalization.
The Ugly Chart Contest
Here’s a couple ugly charts we’re monitoring: China’s Shanghai Composite stock index and Commodity Research Bureau Index (CRB). Do you think there’s causality here? Remember the “China is buying/hoarding every commodity” story?
The EU’s Camouflaged Bazooka
Many were disappointed that the EU Summit didn’t conclude with a hard number backstop for the ‘zone’s sovereign debt rolling over next year. We believe if you scratch the surface the bazooka is there.