Posts Tagged ‘ENY’

• Model Portfolio Update: First Year Up +12.65%
  Gregor Macdonald, September 1st, 2010 at 11:42 am, Comments: 0

  The GregorWeekly model portfolio has now completed its first full year, which began September 1, 2009. Against an SP500 that was up +2.81% (not including dividends) in the same period, the model portfolio has recorded a +12.65% gain. The investment mandate, which I described late last Summer, has remained largely the same: to outperform senior [...]

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  Off Grid: GregorWeekly Macro Note
  Gregor Macdonald, August 29th, 2010 at 11:02 pm, Comments: 0

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• Max Keiser Interview: Energy and the US Economy
  Gregor Macdonald, July 23rd, 2010 at 11:55 pm, Comments: 0

  I was pleased to do an interview this past week with Stacy Herbert and Max Keiser, who produce the excellent Keiser Report out of Paris. I discuss energy, the economy, and the failure of the post-war economics establishment to adequately explain either. (Yeah, that’s right!) My segment starts after the 13:30 minute mark:

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  Market Juncture: 13 July 2010
  Gregor Macdonald, July 13th, 2010 at 11:33 pm, Comments: 0

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• Who Will Benefit Most from Brazil’s Oil?
  Gregor Macdonald, July 12th, 2010 at 10:25 am, Comments: 0

  The question of Brazil arose this weekend as I reviewed that country’s economy and had a long conversation with a fellow energy analyst about its future oil supply. I found myself coming to a simple conclusion: Brazil’s deepwater offshore oil will mostly be used to fuel Brazil’s own economy, with much less for export than [...]

• Not 2006: Model Portfolio Update
  Gregor Macdonald, July 8th, 2010 at 12:33 pm, Comments: 0

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  QE 2.0: GregorWeekly Macro Note
  Gregor Macdonald, June 27th, 2010 at 11:43 am, Comments: 0

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• Simply Uninsurable: GregorWeekly Macro Note
  Gregor Macdonald, June 20th, 2010 at 10:11 am, Comments: 0

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• Market Juncture: 14 June 2010
  Gregor Macdonald, June 15th, 2010 at 11:53 pm, Comments: 0

  Photo: Church Gate Station, by Sebastiaio Salgado
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• Market Juncture: 8 June 2010
  Gregor Macdonald, June 9th, 2010 at 2:03 am, Comments: 0

  Photo: Church Gate Station, by Sebastiaio Salgado
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