Rebroadcast of Sunday Night MacroTwits

• Gregor Macdonald
• September 22nd, 2009

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 that the US is suffering from an inflationary depression that oscillates in strength, but that the FED has indeed printed enough new capital to support the current reflationary trend. Finally, we did talk solutions, from the creation of tax free zones in America’s dead cities, to the need for more entrepreneurship. Link here to stocktwits.tv for full video.

-Gregor

Further Reading: Latest US exports data by State (July) .pdf format via census.gov | ICE Data on regional natural gas prices: Firm Physical Natural Gas Prices Bulletin. | Geeks on a Plane: Paul Graham’s Vision of a New Start-Up Visa. 2.gov.org.

More from Gregor Weekly

• MacroTwits Hour: Sunday Night Show 21 March 2010
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