Gregor Weekly Model Portfolio Update: 14 October 2009

Dow 10,000 Maniacs: What’s the Matter Here?  I seem to recall seeing Natalie Merchant before she became Natalie Merchant, long ago on a small Boston stage. Sort of in the same way I recall seeing the Dow Jones Industrial Average cross 10,000 for the first time, but I’m not sure I was actually there. But today I like the title of that old hit song from Natalie’s original band, 10,000 Maniacs, because of course the matter here remains asset reflation on top of a punk economy.

Just to remind, I am playing this spread between the economy and asset prices via the model portfolio, by using traditionally risky assets while maintaining…(this article continues for subscribers through the membership gateway, on the right side of this page.)

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  • Gregor Macdonald

    Gregor Macdonald has spent this decade researching and investing in the energy sector, using a macro approach. He also runs an energy and economics blog. More »

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