Archive for March, 2010

• End of the Quarter: Model Portfolio Update
  Gregor Macdonald, March 31st, 2010 at 11:54 pm, Comments: 0

  The GregorWeekly model portfolio at the end of Q1 2010 is up 10.04% since inception (September 1, 2009). Turnover has been light the past 7 months and the core positions in Gold, Silver, and the Australian and Canadian Dollars have largely been maintained during the period. Oil and Gas, Australian Shares, Mining Shares, and Coal [...]

• MacroTwits Hour: Sunday Night Show 28 March 2010
  Gregor Macdonald, March 29th, 2010 at 9:19 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

• Anchored to Houses: GregorWeekly Macro Note
  Gregor Macdonald, March 27th, 2010 at 11:55 pm, Comments: 0

  If the time had finally arrived to become contrarian on the US Housing market, I believe that one of the key drivers to that market–wages, employment, or supply–would be turning. And as one of these was turning, the sentiment from both observers, investors and credit providers would be clinging strongly to the trailing, negative outlook. [...]

• Podcast Picks: Friday 26 March 2009
  Gregor Macdonald, March 26th, 2010 at 4:15 am, Comments: 0

  Export, Land Model & Approaching Signs of a Peak in Energy Production: interview with Chris Nelder, Financial Sense Newshour.
  Law Enforcement and Border Security with Mexico: roundtable on Mexico, Dianne Rhem WAMU Radio.
  Transparent Government: Beth Noveck at the Long Now Foundation,SALT – Seminars About Long Term Thinking.
  Who is Successful and Why?: Malcom Gladwell, Speakers Forum [...]

• The Long Bomb: Model Portfolio Update
  Gregor Macdonald, March 24th, 2010 at 11:54 pm, Comments: 0

  A notable day today in the newly treacherous landscape of US Treasuries, where prices were roughed up pretty hard as the US Dollar rose strongly. (I suspect it’s not often one gets to pen the news of those two assets moving fast in opposite directions, so I thought it best not to miss the opportunity). [...]

• Readings: Tuesday 23 March 2010
  Gregor Macdonald, March 23rd, 2010 at 9:18 pm, Comments: 0

  Republicans Ridicule Bike Lanes: Nick Wilson, Courthouse News Service.
  Does GDP Understate Depth of the Recession?: Justin Lahart, Real Time Economics.
  Money and Happiness – Rank of Income, Not Income, Affects Life Satisfaction: Boyce, Brown, and Moore, Psychological Science.
  The Contrarian Trade of the Decade – The US Dollar: Charles Hugh Smith, Of Two Minds.com.
  Trans-Pacific Carriers Predict Strong [...]

• MacroTwits Hour: Sunday Night Show 21 March 2010
  Gregor Macdonald, March 22nd, 2010 at 8:49 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

• Back on Track?: GregorWeekly Macro Note
  Gregor Macdonald, March 20th, 2010 at 11:57 pm, Comments: 0

  You knew that Meg Whitman, EBay CEO and now candidate for California Governor, was going to lean hard on her back on track meme when Condi Rice endorsed the campaign, and repeated that particular phrase. I often wonder how a political campaign crafts core messages, such as this. We are told alot of research and [...]

• Podcast Picks: Friday 19 March 2009
  Gregor Macdonald, March 19th, 2010 at 7:10 pm, Comments: 0

  The Other Internet: Weiliang Nie reports on China’s control of the internet, BBC World Service Documentary.
  Interview with Bearing Asset Managment’s Bill Lagner: by Eric King, King World News.
  Money, Markets and Community Support Officers: global macro with Michael Hampton, Frisby’s Bulls and Bears Podcast.
  Economics Perspectives: discussion of Inflation with Dr. Peter Warburton, Financial Sense Newshour.
  Parking Militants [...]

• China and Coal: Model Portfolio Update
  Gregor Macdonald, March 17th, 2010 at 11:58 pm, Comments: 0

  Another American on TV calling China a bubble? Huh. That is not only uninteresting–it’s simply not analysis. And frankly this has become rather tedious. Perhaps humanity itself is a bubble, or perhaps the phrase “the biggest bubble the world has ever seen” refers to a historic shift in humanity? I don’t know. But as a [...]