Author Archive

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  Dollar Time: GregorWeekly Macro Note
  Gregor Macdonald, July 18th, 2010 at 12:27 pm, Comments: 0

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• Gold Transition: Model Portfolio Update
  Gregor Macdonald, July 15th, 2010 at 5:55 pm, Comments: 0

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• MacroTwits Sunday Night Show 11 July 2010
  Gregor Macdonald, July 14th, 2010 at 11:30 am, Comments: 0

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  Market Juncture: 13 July 2010
  Gregor Macdonald, July 13th, 2010 at 11:33 pm, Comments: 0

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• Who Will Benefit Most from Brazil’s Oil?
  Gregor Macdonald, July 12th, 2010 at 10:25 am, Comments: 0

  The question of Brazil arose this weekend as I reviewed that country’s economy and had a long conversation with a fellow energy analyst about its future oil supply. I found myself coming to a simple conclusion: Brazil’s deepwater offshore oil will mostly be used to fuel Brazil’s own economy, with much less for export than [...]

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  The End of Pretend: GregorWeekly Macro Note
  Gregor Macdonald, July 11th, 2010 at 5:11 pm, Comments: 0

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• Not 2006: Model Portfolio Update
  Gregor Macdonald, July 8th, 2010 at 12:33 pm, Comments: 0

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• MacroTwits Sunday Night Show 4 July 2010
  Gregor Macdonald, July 7th, 2010 at 8:45 pm, Comments: 0

  A week when the US Dollar said: Hey, remember me?

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  Market Juncture: 6 July 2010
  Gregor Macdonald, July 6th, 2010 at 6:52 pm, Comments: 0

  In the just released May data, Australia saw a 50% leap in revenues from gold exports when compared to the prior month. While this data is noisy and volatile, it meant that Gold in a single month increased on a valuation basis from 3.5% of exports to 5.5% of Australian exports. This is a theme [...]

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  Mountain Majesty: GregorWeekly Macro Note
  Gregor Macdonald, July 4th, 2010 at 3:06 pm, Comments: 0

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