GregorWeekly » Australia

Mighty Aussie: GregorWeekly Model Portfolio Update

Gregor Macdonald — Thu, 22 Jul 2010 20:51:30 +0000

This article is for subscribers. To read, please pass through the membership gateway on the Join Tab, at the top of this page.

Podcast Picks: Friday 09 October 2009

Gregor Macdonald — Fri, 09 Oct 2009 15:53:19 +0000

Macro Overview with Eric Janszen of iTulip: Other Voices, FSNewshour with Jim Puplava.

Mealer and Kamkwamba, The Boy Who Harnessed the Wind: The Dianne Rehm Show WAMU Radio.

Urban Theorist Jane Jacobs: James Kunstler on KunstlerCast Radio.

Katsenelson and Markman, Gold Bears and Bullish Neon Sightings: The Disciplined Investor.

Understanding Australia, reprise of earlier 13 Part series: Radio Australia.

Kotok/Sinclair Say Gold May Climb to $1,500 an Ounce: Bloomberg Surveillance Radio.

___________________________________

-Gregor

Photo: Death and Taxz, Joseph O. Holmes: picture of the day.

Readings: Tuesday 06 October 2009

Gregor Macdonald — Tue, 06 Oct 2009 13:06:34 +0000

RBA Sounds the All-Clear: Michael Pascoe, The Sydney Morning Herald.

Drive-By Economics: Hawaii Edition, Paul Kedrosky, Infectious Greed.

Don’t Blame China: Simon Johnson and James Kwak, The Washington Post.

High Speed Rail: A No-Brainer: Chris Nelder, Get Realist.

Tin Squeeze Tests Regulator’s Mettle in U.K.: John Kemp, Reuters Blogs.

Apartment Vacancy Rate at 23 Year High: Calculated Risk .

Prosperity Rests on Human and Social Capital: Michael Milken, The Financial Times.

-Gregor

Image: Australian Gold Kangaroo

Gregor Weekly Macro Note: Saturday 05 September 2009

Gregor Macdonald — Sat, 05 Sep 2009 13:53:43 +0000

Consider the Chinese Panda. Not the animal but rather the one ounce Gold, and the one ounce Silver coin. In these two coins we may symbolically find what I regard as the biggest story of the week: the earthquake in gold and silver prices and the succession of events that emanated from both Hong Kong and the Chinese Mainland.

My subscribers know my view on the real economy, especially here in the States: – …(this article continues for subscribers through the membership gateway, on the right side of this page.)