Posts Tagged ‘ECA’

• Gregor Weekly Macro Note: Sunday 03 January 2010
  Gregor Macdonald, January 3rd, 2010 at 11:20 pm, Comments: 0

  The GregorWeekly model portfolio was initiated the last week of August in 2009, with $100,000 USD notional. My stated goal at that time was to achieve positive absolute returns, while assigning a lesser role to individual equities. In addition, I neither wanted to trade too actively or waste time taking out a series of insurance [...]

• Cross Posting: Exxon Faces Reality
  Gregor Macdonald, December 14th, 2009 at 3:00 pm, Comments: 0

  GregorWeekly subscribers might enjoy reading a Gregor.us post from this afternoon, on the deal Exxon Mobil has made for XTO. Excerpt: Whether Exxon’s corporate culture of denial has changed or not is unclear. However, Exxon today has purchased for itself one of the best run Natural Gas producers in the United States, with its all [...]

• Gregor Weekly Model Portfolio Update: 07 October 2009
  Gregor Macdonald, October 7th, 2009 at 10:56 am, Comments: 0

  The Gold/Silver ratio remains a handy and workable portrait of systemic liquidity, and volatility. For those of you who watch more traditional measures of volatility…(this article continues for subscribers through the membership gateway, on the right side of this page.)

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• 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 [...]