Posts Tagged ‘FED’

• 

  Market Juncture: 10 August 2010
  Gregor Macdonald, August 10th, 2010 at 11:59 pm, Comments: 0

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

  {{{gold|platinum}}}

  Subscribe to read the rest of this article.

  StockTwits Premium members gain access to exclusive content. Subscribe now through the StockTwits Store to begin your 14 day free trial. Already a member? Sign in here.

• 

  Forgive Me: GregorWeekly Macro Note
  Gregor Macdonald, August 8th, 2010 at 4:31 pm, Comments: 0

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

  {{{gold|platinum}}}

  Subscribe to read the rest of this article.

  StockTwits Premium members gain access to exclusive content. Subscribe now through the StockTwits Store to begin your 14 day free trial. Already a member? Sign in here.

• MacroTwits Sunday Night Show 1 August 2010
  Gregor Macdonald, August 4th, 2010 at 11:30 pm, Comments: 0

  Viewers of the MacroTwits Sunday Night Show are encouraged to also read the current issue of StockTwits Macro Weekly: FED Music.

• 

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

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

  {{{gold|platinum}}}

  Subscribe to read the rest of this article.

  StockTwits Premium members gain access to exclusive content. Subscribe now through the StockTwits Store to begin your 14 day free trial. Already a member? Sign in here.

• 

  Mountain Majesty: GregorWeekly Macro Note
  Gregor Macdonald, July 4th, 2010 at 3:06 pm, Comments: 0

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

  {{{gold|platinum}}}

  Subscribe to read the rest of this article.

  StockTwits Premium members gain access to exclusive content. Subscribe now through the StockTwits Store to begin your 14 day free trial. Already a member? Sign in here.

• Anchored to Houses: GregorWeekly Macro Note
  Gregor Macdonald, March 27th, 2010 at 11:55 pm, Comments: 0

  If the time had finally arrived to become contrarian on the US Housing market, I believe that one of the key drivers to that market–wages, employment, or supply–would be turning. And as one of these was turning, the sentiment from both observers, investors and credit providers would be clinging strongly to the trailing, negative outlook. [...]

• House of FED: Model Portfolio Update
  Gregor Macdonald, February 24th, 2010 at 11:55 pm, Comments: 0

  When the FED confirmed its intentions to terminate its MBS buying program as planned in March, I immediately began to wonder how they could diplomatically reverse course should they change their mind. A very funny commentator, on the Calculated Risk blog, wrote sarcastically: As of April 30th, the FED mortgage-backed security buying program is now [...]

• 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 [...]

• Gregor Weekly Macro Note: Saturday 19 September 2009
  Gregor Macdonald, September 19th, 2009 at 5:09 pm, Comments: 0

  The FT Alphaville Blog did a nice wrap-up yesterday | see:  Bull in a China bullion shop | on the phenomenon which I have called The Chinese Silver Download Experience.  Do give it a read because what’s helpful in the FT coverage is the greater level of detail, down at street level, that only on-site reportage can provide. I [...]