Archive for November, 2009

• Gregor Weekly Model Portfolio Update: 11 November 2009
  Gregor Macdonald, November 11th, 2009 at 12:56 pm, Comments: 0

  The USDollar index finally got below the .7500 level this morning, and subscribers know this will set in motion some of my plans for the Gregor Weekly model portfolio. In short, this is a lovely reflation we’re having. But between the reflation stage and any currency-crash or hyperinflation stage, I anticipate a battle over the [...]

• Readings:Tuesday 10 November 2009
  Gregor Macdonald, November 10th, 2009 at 1:24 pm, Comments: 0

  Key Oil Figures Were Distorted by US Pressure, Says Whistleblower: Terry Macalister, The Guardian.
  IEA Warns Non-Opec Oil Supply Will Peak Next Year: Kate Mackenzie, FT energysource.
  World Energy Outlook Executive Summary (12 page Adobe .pdf), IEA Paris.
  Too Fearful to Publicise Peak Oil Reality: Madeleine Bunting, The Guardian.
  Guardian Raises Questions about Past IEA Forecasts of World Oil; [...]

• Gregor Weekly Macro Note: Saturday 07 November 2009
  Gregor Macdonald, November 7th, 2009 at 11:51 pm, Comments: 0

  You should always carry around with you a few unanswered questions. In this way, the world may hand you the answers when you’re not engaged so completely, in trying to figure everything out. I often find this happens for me on trips, especially when I use trains and airplanes. This week for example I took [...]

• Gregor Weekly Model Portfolio Update: 04 November 2009
  Gregor Macdonald, November 4th, 2009 at 11:39 pm, Comments: 0

  The FED is trapped in a tar pit of its own making. I say good riddance. Until Ben Bernanke does otherwise, let’s keep reminding that he never saw the saw the credit bubble coming,  (and his role in its creation). Or, he did see the credit bubble’s formation and burst, but now actually believes its [...]