Archive for September, 2009

• Readings: Tuesday 29 September 2009
  Gregor Macdonald, September 29th, 2009 at 9:41 pm, Comments: 0

  Where High Speed Rail Makes the Most Sense: An America 2050 Report, as covered by The Infrastructurist.
  Russia throws another currency on the barbie: Izabella Kaminska , FT Alphaville.
  Historical Home Sale Volume Measured in Dollars: Rich Toscano, Professor Piggington’s Econo-Almanac for the Landed Poor.
  The Crossroads of Sustainability and Suicide: Chris Nelder, Get Realist.
  China’s Mr. [...]

• Gregor Weekly Macro Note: Saturday 26 September 2009
  Gregor Macdonald, September 26th, 2009 at 10:56 pm, Comments: 0

  Let’s talk about the Yen. In the twenty years since Japan’s equity and property bubble burst, there have been at least as many theories about the fate of Japan’s currency as there have been false dawns, to the country’s economic malaise. For example, in M. Taggart Murphy’s book, The Weight of the Yen, Taggart forecasts [...]

• Podcast Picks: Friday 25 September 2009
  Gregor Macdonald, September 25th, 2009 at 11:08 am, Comments: 0

  The Giant Pool Of Money: Where Are They Now?, NPR/This American Life Radio.
  Peter Maass: “Crude World” (Knopf), The Dianne Rehm Show WAMU Radio.
  Los Angeles: Provisional Civilization, James Kunstler on KunstlerCast Radio.
  Inflation/Deflation, Or Both? Michael Hampton, Commodity Watch Radio.
  Michael Hudson: Dress Rehearsal For Debt Peonage, KPFA Guns and Butter Radio.
  Natural Gas: Advances in natural gas drilling [...]

• Cross-Posting: Electrical Boston
  Gregor Macdonald, September 24th, 2009 at 4:45 pm, Comments: 0

  GregorWeekly subscribers might enjoy reading a Gregor.us post from this afternoon, on the topic of energy transition and the migration to a new Power Grid. | see Electrical Boston.

• Gregor Weekly Model Portfolio Update: 23 September 2009
  Gregor Macdonald, September 23rd, 2009 at 3:24 pm, Comments: 0

  The GregorWeekly model portfolio is currently up 1.6% since launch, on 22 August. USD cash levels have remained quite high, exactly as I previewed one month ago. Because I remain negative on the US economy, but bullish on asset reflation, I would generally be inclined to bring USD cash levels a bit lower now as [...]

• Rebroadcast of Sunday Night MacroTwits
  Gregor Macdonald, September 22nd, 2009 at 1:29 pm, Comments: 0

  A cheap currency, cheap natural gas, and the possibility of new manufacturing zones were all discussed in the Sunday night MacroTwits Hour. We also dissected the latest wave of bullish sentiment as high profile observers such as Jim Grant have now started to pen very optimistic views. I remained (and remain) with my own call [...]

• Gregor Weekly Macro Note: Saturday 19 September 2009
  Gregor Macdonald, September 19th, 2009 at 5:09 pm, Comments: 0

  The FT Alphaville Blog did a nice wrap-up yesterday | see:  Bull in a China bullion shop | on the phenomenon which I have called The Chinese Silver Download Experience.  Do give it a read because what’s helpful in the FT coverage is the greater level of detail, down at street level, that only on-site reportage can provide. I [...]

• Gregor Weekly Mid-Week Update: 18 September 2009
  Gregor Macdonald, September 18th, 2009 at 12:45 pm, Comments: 0

  My vision of 100 dollar Oil and 15% unemployment in California is getting closer. And I’m being conservative in this regard because I’m using the headline measure of unemployment, rather than the U-6 measure, which is not only broader but much closer to the way unemployment’s been measured in US historically. Today, the latest data [...]

• Podcast Picks: Friday 18 September 2009
  Gregor Macdonald, September 18th, 2009 at 11:54 am, Comments: 0

  Christopher Steiner, author of Imagining $20 Per Gallon: WBUR Boston On Point Radio.
  Bergsten, Scott and Keidel: U.S. Trade and Protectionism, The Dianne Rehm Show WAMU Radio.
  White & Green Rooftops: Chu and US Energy Policy, James Kunstler on KunstlerCast Radio.
  Building out of the Recession: Documentary Series from BBC Radio.
  Dumas on Gold and Oil: Bloomberg First Word [...]

• Readings: Wednesday 16 September 2009
  Gregor Macdonald, September 16th, 2009 at 10:26 am, Comments: 0

  The M-Shaped Recovery: Umair Haque, Harvard Business Review.
  States of shock: The Automatic Earth.
  Welcome to Earth’s ‘New’ Ocean: The Arctic: Andrew C. Revkin, NYT Dot Earth.
  Living With Coal: David G. Victor and Richard K. Morse, The Boston Review.
  California’s cash coming in below guesses: Steven E.F. Brown, San Francisco Business Times.
  The Rise and Fall and Rise of [...]