Posts Tagged ‘deflation’

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

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  Market Juncture: 3 August 2010
  Gregor Macdonald, August 3rd, 2010 at 11:43 pm, Comments: 0

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  FED Music: GregorWeekly Macro Note
  Gregor Macdonald, August 1st, 2010 at 3:57 pm, Comments: 0

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• Last Hopes for Deflation: Model Portfolio Update
  Gregor Macdonald, April 15th, 2010 at 9:05 pm, Comments: 0

  While there is no doubt the financial crisis of 2008 was indeed a deflationary credit bust of epic proportions, and while it’s also true that OECD policy makers were not likely to replace all destroyed money with new money, they have done “enough.” Enough to have arrested the decline of asset prices in the West, [...]

• Gregor Weekly Macro Note: Saturday 21 November 2009
  Gregor Macdonald, November 21st, 2009 at 9:39 pm, Comments: 0

  Starting in early September on my Sunday night MacroTwits broadcast I began to show pictures of large, stately homes in the finer suburbs of Boston and my question to the stream was as follows: where is the future wage growth that will support the inventory of American homes, that are now priced above 600K? What [...]

• Gregor Weekly Model Portfolio Update: 11 November 2009
  Gregor Macdonald, November 11th, 2009 at 12:56 pm, Comments: 0

  The USDollar index finally got below the .7500 level this morning, and subscribers know this will set in motion some of my plans for the Gregor Weekly model portfolio. In short, this is a lovely reflation we’re having. But between the reflation stage and any currency-crash or hyperinflation stage, I anticipate a battle over the [...]

• Gregor Weekly Macro Note: Saturday 24 October 2009
  Gregor Macdonald, October 24th, 2009 at 11:44 pm, Comments: 0

  Excuse me but I’ll need to check your bag: In hindsight, I believe there will be two groups of market observers that will awaken over the next 12 months to ask themselves the following question: how could I have been so wrong? In the first group, we have the conventional recoverists, who continue to apply [...]

• Podcast Picks: Friday 25 September 2009
  Gregor Macdonald, September 25th, 2009 at 11:08 am, Comments: 0

  The Giant Pool Of Money: Where Are They Now?, NPR/This American Life Radio.
  Peter Maass: “Crude World” (Knopf), The Dianne Rehm Show WAMU Radio.
  Los Angeles: Provisional Civilization, James Kunstler on KunstlerCast Radio.
  Inflation/Deflation, Or Both? Michael Hampton, Commodity Watch Radio.
  Michael Hudson: Dress Rehearsal For Debt Peonage, KPFA Guns and Butter Radio.
  Natural Gas: Advances in natural gas drilling [...]

• Gregor Weekly Macro Note: Saturday 29 August 2009
  Gregor Macdonald, August 29th, 2009 at 9:45 am, Comments: 0

  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 [...]