Stephanie Pomboy of MacroMavens is someone I've found through her interviews with Barron's -- the latest of which can be found in the current issue.
She's a "big picture" observer and I like reading her thoughts. The same way I do Felix Zulauf, Marc Faber and Jim Rogers.
And, even though I'm a stock picker, I agree with Jean-Marie Eveillard that it's worth keeping on eye on the macro as well as the micro.
Pomboy has her doubts about the strength of the economic recovery:
Clearly, growth will slow. It's a question of how sharply, and the answer to that will depend a lot on whether the corporate sector is, in fact, starting to improve. Already we've seen a slew of stronger industrial readings, although there, again, I can find a lot of reasons to be suspicious. You have had both the ISM [Institute for Supply Management] and the Philly Federal Reserve indexes being very strong, but they are diffusion indexes. They tell you a lot about direction, but less about degree. After the dramatic declines that we saw after the recent financial crisis, the fact that directionally we're moving up from those lows is great. But it isn't necessarily as strong as these headline numbers are being interpreted.
She closes with this:
For me, the next couple of months will be critical, as we see the stimulus come off and we get into the challenging year-on-year comps and we get a real sense of the economy's ability to stand on its own two feet.
Pomboy also appears from time to time on Pimm Fox's "Taking Stock" program on Bloomberg.