Archive for September, 2009

• Gregor Weekly Macro Note: Saturday 12 September 2009
  Gregor Macdonald, September 12th, 2009 at 9:51 pm, Comments: 0

  Symbolic September has crammed all sorts of meaning, into just two weeks. Between the US and China, we’ve got everything from a whispering cold war in Gold-Dollar-Yuan, to a hot war in drilling pipe and automobile tires. Between Japan and the US, we’ve seen a change election sweep a new party to power, led by [...]

• Readings: Thursday 10 September 2009
  Gregor Macdonald, September 10th, 2009 at 10:21 am, Comments: 0

  Jett Rink’s Speedboat: gregor.us
  China Alarmed by US Money Printing: Ambrose Evans-Pritchard for the Telegraph (UK).
  Mexico’s Fading Oil Output Crimps Exports: David Luhnow for the Wall Street Journal.
  Real Estate – The 800,000 Pound Deflationary Gorilla: Adam Brochert via Safehaven.com
  Candidate in a State of Dystopia: George Will for the Washington Post

• Gregor Weekly Mid-Week Update: 08 September 2009
  Gregor Macdonald, September 8th, 2009 at 10:04 am, Comments: 0

  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 [...]

• Gregor Weekly Macro Note: Saturday 05 September 2009
  Gregor Macdonald, September 5th, 2009 at 9:53 am, Comments: 0

  Consider the Chinese Panda. Not the animal but rather the one ounce Gold, and the one ounce Silver coin. In these two coins we may symbolically find what I regard as the biggest story of the week: the earthquake in gold and silver prices and the succession of events that emanated from both Hong Kong [...]

• Gregor Weekly Mid-Week Update: 03 September 2009
  Gregor Macdonald, September 3rd, 2009 at 9:35 am, Comments: 0

  That Autumn of 2009 would contrast with Autumn of 2008 is a question I spent time thinking about, throughout the Summer. My sense was that many participants, many smart, educated and intellectual participants, would feel strongly that a theme of anti-risk would replay itself as the trees turned red and gold, here in the Northeast [...]