Posts Tagged ‘EWA’
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Treasuries and Tax Revenues:Model Portfolio Update
Gregor Macdonald, January 13th, 2010 at 7:32 pm, Comments: 0The grinding gears of falling tax revenues and increased supply of treasuries are finally coming to pass, here in early 2010. When both the stimulus and the financial crisis were young, it was possible to imagine that increased savings by Americans and then an eventual recovery in the economy would arrive just as the situation [...]
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Gregor Weekly Macro Note: Saturday 29 August 2009
Gregor Macdonald, August 29th, 2009 at 9:45 am, Comments: 0I 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 [...]
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Gregor Macdonald has spent this decade researching and investing in the energy sector, using a macro approach. He also runs an energy and economics blog. More »
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