Author Archive

• Model Portfolio Update: First Year Up +12.65%
  Gregor Macdonald, September 1st, 2010 at 11:42 am, Comments: 0

  The GregorWeekly model portfolio has now completed its first full year, which began September 1, 2009. Against an SP500 that was up +2.81% (not including dividends) in the same period, the model portfolio has recorded a +12.65% gain. The investment mandate, which I described late last Summer, has remained largely the same: to outperform senior [...]

• MacroTwits Sunday Night Show 29 August 2010
  Gregor Macdonald, August 30th, 2010 at 11:55 pm, Comments: 0

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  Off Grid: GregorWeekly Macro Note
  Gregor Macdonald, August 29th, 2010 at 11:02 pm, Comments: 0

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  USD Deterioration: GregorWeekly Model Portfolio Update
  Gregor Macdonald, August 27th, 2010 at 7:14 am, Comments: 0

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• MacroTwits Sunday Night Show 22 August 2010
  Gregor Macdonald, August 25th, 2010 at 11:55 pm, Comments: 0

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  Market Juncture: 24 August 2010
  Gregor Macdonald, August 24th, 2010 at 11:54 pm, Comments: 0

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  No Mod Cons: GregorWeekly Macro Note
  Gregor Macdonald, August 22nd, 2010 at 7:39 pm, Comments: 0

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• Watching the Hook in California Employment
  Gregor Macdonald, August 20th, 2010 at 6:55 pm, Comments: 0

  Earlier today I sent out a tweet saying that California, liked the rest of the country, looked poised to start making new highs in unemployment. While there are many ways to talk about job losses, and the unemployment rate is the most common, my preferred data point is the actual size of total employment. As readers [...]

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  FED Woe: GregorWeekly Model Portfolio Update
  Gregor Macdonald, August 19th, 2010 at 10:15 pm, Comments: 0

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  Market Juncture: 17 August 2010
  Gregor Macdonald, August 17th, 2010 at 11:13 pm, Comments: 0

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