Archive for February, 2010

• Maybe Next Year: Gregor Weekly Macro Note
  Gregor Macdonald, February 27th, 2010 at 11:05 pm, Comments: 0

  Neither Ted Williams nor Carl Yastrzemski won a World Series with the Red Sox. In fact, whole generations of Red Sox fans lived, and died, without seeing the Red Sox win a World Series. I thought of these long-cycle disappointments today as I read over the investor newsletter from Warren Buffet. Warren appears to be [...]

• House of FED: Model Portfolio Update
  Gregor Macdonald, February 24th, 2010 at 11:55 pm, Comments: 0

  When the FED confirmed its intentions to terminate its MBS buying program as planned in March, I immediately began to wonder how they could diplomatically reverse course should they change their mind. A very funny commentator, on the Calculated Risk blog, wrote sarcastically: As of April 30th, the FED mortgage-backed security buying program is now [...]

• Readings: Tuesday 23 February 2010
  Gregor Macdonald, February 23rd, 2010 at 10:30 am, Comments: 0

  The Bloom Box – An Energy Breakthrough?: Big Gav, The Oil Drum.
  The New Poor – Million of Unemployed Face Years Without Jobs: Peter S. Goodman, The New York Times.
  The Long-Term Employment Bust: David Goldman, First Things.
  America’s Wind Energy Triples in New Estimate: Alexis Madrigal, WIRED.
  The Third Industrial Revolution: Jeremy Rifkin, The New Scientist.
  Be Lucky – [...]

• MacroTwits Hour: Sunday Night Show 21 February 2010
  Gregor Macdonald, February 22nd, 2010 at 5:16 am, Comments: 0

  The full range of stocktwits.tv programming can now be taken through iTunes. See link at bottom of the StockTwits. TV front page. Regards, –Gregor

• Oil Update: Gregor Weekly Macro Note
  Gregor Macdonald, February 20th, 2010 at 11:44 pm, Comments: 0

  Oil tends to make a seasonal, wintertime low in February of each year. On February 3rd, in a GregorWeekly post Oil Looks Ornery, I asked the question: has oil made its seasonal low? That post was followed by two, vicious down days that dropped the price of oil by nearly 9 dollars–and which appeared to [...]

• Podcast Picks: Friday 19 February 2009
  Gregor Macdonald, February 19th, 2010 at 5:05 am, Comments: 0

  The Grand Energy Transition: interview with Robert Hefner III, Financial Sense Newshour.
  What’s Next for the Stimulus Bill: roundtable with Grabell, Radnovsky, Baker, Riedl, Dianne Rhem WAMU Radio.
  Buzzing With Coffee Beans: food commodity documentary series from ABC/BBC, ABC Australia 360 Documentary.
  Debating a Nuclear Revival: roundtable with Lyman, Power, and Wilson, WBUR On Point Radio.
  Freefall: America, Free [...]

• Cross Posting: Rocky Mountain Surplus
  Gregor Macdonald, February 18th, 2010 at 7:45 am, Comments: 0

  (An excerpt from a post originally appearing at Gregor.us)
  In Seven States of Energy Debt I added an energy-twist to the current comparisons between fiscally troubled European countries like Greece and Portugal, and their counterparts in the US such as California, Illinois, and Florida. In addition to high rates of unemployment, a number of US states [...]

• Gold vs The Euro: Model Portfolio Update
  Gregor Macdonald, February 17th, 2010 at 8:53 am, Comments: 0

  Despite the rebound in the Euro against the Dollar, the problems which plague the common currency will certainly roll onward for some time to come. The recent drama with the PIGS is of course just part of the larger problem of developed world sovereign debt, affecting the EU and the US equally. But away from [...]

• Readings: Tuesday 16 February 2010
  Gregor Macdonald, February 16th, 2010 at 5:37 pm, Comments: 0

  Britain and the PIGS: Ambrose Evans-Pritchard, Telegraph.co.uk.
  Can living near a train station save you from foreclosure?: Mary Wisniewski, The Chicago Sun-Times.

  The Next Crisis-Prepare for Peak Oil: Patience Wheatcroft, Wall Street Journal Europe.
  India Worries as China Builds Ports in South Asia: Vikas Bajaj, The New York Times.

  Algae to solve the Pentagon’s jet fuel problem: Suzanne Goldberg, [...]

• MacroTwits Hour: Sunday Night Show 14 February 2010
  Gregor Macdonald, February 15th, 2010 at 8:41 am, Comments: 0

  The full range of stocktwits.tv programming can now be taken through iTunes. See link at bottom of the StockTwits. TV front page. Regards, –Gregor