Archive for October, 2009

• Readings: Tuesday 13 October 2009
  Gregor Macdonald, October 13th, 2009 at 7:42 pm, Comments: 0

  Bryan’s Cross of Gold Speech: Original Text 1896 | Audio 1921, History Matters.
  Middle East and Africa bear untold riches for exporters: Ambrose Evans-Pritchard, The Telegraph.
  Half a trillion barrels more than we thought? (Or, “The Tupi Field, the Pre-salt, and the Very Distant Future”): Euan Mearns, The Oil Drum Europe.
  Et tu Bernanke?: Izabella Kaminska, FT Alphaville [...]

• Gregor Weekly Macro Note: Saturday 10 October 2009
  Gregor Macdonald, October 10th, 2009 at 9:51 pm, Comments: 0

  Dynamite all around. An explosive week for the US Dollar, Gold, and US Treasuries was capped off on Friday by the awarding of the Nobel Peace prize to our 44th, and current, President. It’s fortunate for Mr. Obama, or really the charity which will receive his donation, that the committees in both Stockholm and Oslo [...]

• Podcast Picks: Friday 09 October 2009
  Gregor Macdonald, October 9th, 2009 at 11:53 am, Comments: 0

  Macro Overview with Eric Janszen of iTulip: Other Voices, FSNewshour with Jim Puplava.
  Mealer and Kamkwamba, The Boy Who Harnessed the Wind: The Dianne Rehm Show WAMU Radio.
  Urban Theorist Jane Jacobs: James Kunstler on KunstlerCast Radio.
  Katsenelson and Markman, Gold Bears and Bullish Neon Sightings: The Disciplined Investor.
  Understanding Australia, reprise of earlier 13 Part series: Radio Australia.
  Kotok/Sinclair [...]

• Gregor Weekly Model Portfolio Update: 07 October 2009
  Gregor Macdonald, October 7th, 2009 at 10:56 am, Comments: 0

  The Gold/Silver ratio remains a handy and workable portrait of systemic liquidity, and volatility. For those of you who watch more traditional measures of volatility…(this article continues for subscribers through the membership gateway, on the right side of this page.)

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• Readings: Tuesday 06 October 2009
  Gregor Macdonald, October 6th, 2009 at 9:06 am, Comments: 0

  RBA Sounds the All-Clear: Michael Pascoe, The Sydney Morning Herald.
  Drive-By Economics: Hawaii Edition, Paul Kedrosky, Infectious Greed.
  Don’t Blame China: Simon Johnson and James Kwak, The Washington Post.
  High Speed Rail: A No-Brainer: Chris Nelder, Get Realist.
  Tin Squeeze Tests Regulator’s Mettle in U.K.: John Kemp, Reuters Blogs.
  Apartment Vacancy Rate at 23 Year High: Calculated Risk.
  Prosperity Rests [...]

• Gregor Weekly Model Portfolio Update: 05 October 2009
  Gregor Macdonald, October 5th, 2009 at 10:34 am, Comments: 0

  Friday’s USDollar reaction to the unemployment report was telling. (this article continues for subscribers through the membership gateway, on the right side of this page.)

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• Gregor Weekly Macro Note: Saturday 03 October 2009
  Gregor Macdonald, October 3rd, 2009 at 11:42 pm, Comments: 0

  When I heard the unemployment numbers on Friday, I got them from the car radio. I was driving on a beautiful Autumn day in Southern New England, past the long, red, tobacco barns of the Connecticut River Valley, to a train station on the New York state line. My destination? Manhattan. I was lined up [...]

• Cross-Posting: Learning from Lagos
  Gregor Macdonald, October 1st, 2009 at 11:31 pm, Comments: 0

  GregorWeekly subscribers might enjoy reading a Gregor.us post from this evening, on the topic of resource nationalism and the stagnation of Non-OPEC oil supply. | see Learning from Lagos.