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The CCI: GregorWeekly Model Portfolio Update

Gregor Macdonald — Fri, 30 Jul 2010 01:17:34 +0000

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Market Juncture: 27 July 2010

Gregor Macdonald — Wed, 28 Jul 2010 03:55:32 +0000

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Climate Blues: GregorWeekly Macro Note

Gregor Macdonald — Sun, 25 Jul 2010 20:02:46 +0000

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Market Juncture: 20 July 2010

Gregor Macdonald — Wed, 21 Jul 2010 03:11:57 +0000

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Dollar Time: GregorWeekly Macro Note

Gregor Macdonald — Sun, 18 Jul 2010 16:27:38 +0000

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Market Juncture: 13 July 2010

Gregor Macdonald — Wed, 14 Jul 2010 03:33:46 +0000

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The End of Pretend: GregorWeekly Macro Note

Gregor Macdonald — Sun, 11 Jul 2010 21:11:30 +0000

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Market Juncture: 6 July 2010

Gregor Macdonald — Tue, 06 Jul 2010 22:52:35 +0000

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 that I have raised several times this year, most recently in the May 30, 2010 issue of StockTwits Macro Weekly, Dig Oz. Australia is on the threshold of seeing gold head towards 10% of exports.

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Mountain Majesty: GregorWeekly Macro Note

Gregor Macdonald — Sun, 04 Jul 2010 19:06:18 +0000

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Market Juncture: 1 July 2010

Gregor Macdonald — Fri, 02 Jul 2010 03:55:13 +0000

Photo: Church Gate Station, by Sebastiaio Salgado

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