GregorWeekly » AUD

MacroTwits Hour: Sunday Night Show 18 April 2010

Gregor Macdonald — Mon, 19 Apr 2010 03:11:04 +0000

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

Readings: Tuesday 29 September 2009

Gregor Macdonald — Wed, 30 Sep 2009 01:41:23 +0000

Where High Speed Rail Makes the Most Sense: An America 2050 Report, as covered by The Infrastructurist.

Russia throws another currency on the barbie: Izabella Kaminska , FT Alphaville.

Historical Home Sale Volume Measured in Dollars: Rich Toscano, Professor Piggington’s Econo-Almanac for the Landed Poor.

The Crossroads of Sustainability and Suicide: Chris Nelder, Get Realist.

China’s Mr. Wu Keeps Talking: David Barboza, The New York Times.

Sanctions or no sanctions, Iran is still getting its gasoline: Platt’s, The Barrel.

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-Gregor

Photo: The Niger Delta

Gregor Weekly Mid-Week Update: 08 September 2009

Gregor Macdonald — Tue, 08 Sep 2009 14:04:29 +0000

Getting back to the seesaw. As I wrote in this weekend’s Weekly Macro Note, I am keenly aware of the oscillation between real things and cash at our current moment, at our current juncture, in these markets. There really does appear to be something afoot policy-wise in the global nexus of the Yuan, Gold, the disposition of foreign reserves, the outstanding quantity of USTreasuries, and of course Washington’s position–stated or unstated–towards all of these issues. Finally, my macro review of real, actual economic conditions faced by Americans tells me that Washington has to at least be considering …(this article continues for subscribers through the membership gateway, on the right side of this page.)

Gregor Weekly Macro Note: Saturday 29 August 2009

Gregor Macdonald — Sat, 29 Aug 2009 13:45:44 +0000

I hate gold mining. In fact, as I write today’s Weekly Macro Note, I’m listening to a three part podcast on gold and gold mining from the BBC World Service Documentary Series. It’s a rich broadcast that merely confirms what I’ve known for over 10 years: gold extraction is a destructive business, often conducted now in poor countries where safety and environmental standards are lax. And yet, I find myself living in a time when another kind of standard has gone lax: conservative central banking here in the OECD, and in particular the United States, has not only gone soft, it’s gone haywire. Under conditions such as these… (this article continues for subscribers through the membership gateway, on the right side of this page.)