Posts Tagged ‘GDXJ’

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

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• Printing GDP: Gregor Weekly Macro Note
  Gregor Macdonald, January 30th, 2010 at 10:26 pm, Comments: 0

  Friday’s GDP report was a headline stunner. It gave cover to the more bullish and conventional street analysts. And, it helped President Obama win the weekly newscycle. I found the attempts to downplay the result, typical among perma-bears, to be tiresome although in truth their analysis is accurate. In general, macro bears of which I [...]

• 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 [...]

• 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 [...]