Archive for August, 2009

• Gregor Weekly Macro Note: Saturday 29 August 2009
  Gregor Macdonald, August 29th, 2009 at 9:45 am, Comments: 0

  I hate gold mining. In fact, as I write today’s Weekly Macro Note, I’m listening to a three part podcast on gold and gold mining from the BBC World Service Documentary Series. It’s a rich broadcast that merely confirms what I’ve known for over 10 years: gold extraction is a destructive business, often conducted now [...]

• Gregor Weekly Macro Note: Saturday 22 August 2009
  Gregor Macdonald, August 23rd, 2009 at 12:07 am, Comments: 0

  Reflation is fun. But eventually, reflation will drive everyone to madness. Witness the pain already endured by shorts as American indexes not only rose heroically off the March lows, but have now failed twice to correct that rally. The first rejection of a sell-off took place in June. The most recent rejection was of course [...]

• The Launch of Gregor Weekly
  Gregor Macdonald, August 22nd, 2009 at 6:07 pm, Comments: 0

  Welcome to Gregor Weekly.
  The launch of Gregor Weekly is an organic outgrowth of the friendly relationship I’ve had over the past year with StockTwits.com. Howard Lindzon, Soren MacBeth, and my long time friend Philip Pearlman have all been very helpful to me, in my launch last year of Gregor.us. Philip in particular helped me to [...]