Gregor Weekly Mid-Week Update: 08 September 2009

• Gregor Macdonald
• September 8th, 2009

Getting back to the seesaw. As I wrote in this weekend’s Weekly Macro Note, I am keenly aware of the oscillation between real things and cash at our current moment, at our current juncture, in these markets. There really does appear to be something afoot policy-wise in the global nexus of the Yuan, Gold, the disposition of foreign reserves, the outstanding quantity of USTreasuries, and of course Washington’s position–stated or unstated–towards all of these issues. Finally, my macro review of real, actual economic conditions faced by Americans tells me that Washington has to at least be considering …(this article continues for subscribers through the membership gateway, on the right side of this page.)

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More from Gregor Weekly

• Gregor Weekly Model Portfolio Update: 23 September 2009
• Gregor Weekly Mid-Week Update: 18 September 2009
• Gregor Weekly Macro Note: Saturday 03 October 2009
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