Posts Tagged ‘GLD’

• The End?: Gregor Weekly Macro Note
  Gregor Macdonald, March 6th, 2010 at 11:53 pm, Comments: 0

  Apparently the (labor) recession ended while I was attending the MIT Energy Conference in Cambridge-Boston on Friday. Job losses came in less than expected and the economists who are prone to keep things simple were generally quite upbeat on the report. Bloomberg Radio had two macroeconomic observers back to back on Friday, the first being [...]

• Silver Flashing: Model Portfolio Update
  Gregor Macdonald, March 3rd, 2010 at 6:07 pm, Comments: 0

  The gold/silver ratio continues to come down from recent highs, when the 72.81 level was hit, and is currently sitting at 66.28. This most recent thrust off the Greece drama looks like it’s going to carry some. At least through the end of March. And, I think we should look for the ratio to fall [...]

• Readings: Tuesday 2 March 2010
  Gregor Macdonald, March 2nd, 2010 at 9:49 pm, Comments: 0

  My Verdict on the Bloom Box: Chris Nelder, GetRealList.com.
  Drought Threatens Syria Economy as Refugees Flee Parched Farms: Daniel Williams, Bloomberg.com.
  Bad weather and uncertainty hit construction sector recovery: Phillip Inman, Guardian.co.uk.
  U.K. Teeters on the Brink of Its Own Greek Debt Tragedy: Landon Thomas Jr., The New York Times.
  A Game of Tag Breaks Out Between London’s Graffiti [...]

• MacroTwits Hour: Sunday Night Show 28 February 2010
  Gregor Macdonald, March 1st, 2010 at 9:04 am, Comments: 0

  The full range of stocktwits.tv programming can now be taken through iTunes. See link at bottom of the StockTwits. TV front page. Regards, –Gregor

• Maybe Next Year: Gregor Weekly Macro Note
  Gregor Macdonald, February 27th, 2010 at 11:05 pm, Comments: 0

  Neither Ted Williams nor Carl Yastrzemski won a World Series with the Red Sox. In fact, whole generations of Red Sox fans lived, and died, without seeing the Red Sox win a World Series. I thought of these long-cycle disappointments today as I read over the investor newsletter from Warren Buffet. Warren appears to be [...]

• 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 [...]

• Gold vs The Euro: Model Portfolio Update
  Gregor Macdonald, February 17th, 2010 at 8:53 am, Comments: 0

  Despite the rebound in the Euro against the Dollar, the problems which plague the common currency will certainly roll onward for some time to come. The recent drama with the PIGS is of course just part of the larger problem of developed world sovereign debt, affecting the EU and the US equally. But away from [...]

• MacroTwits Hour: Sunday Night Show 14 February 2010
  Gregor Macdonald, February 15th, 2010 at 8:41 am, Comments: 0

  The full range of stocktwits.tv programming can now be taken through iTunes. See link at bottom of the StockTwits. TV front page. Regards, –Gregor

• Safe in the Empire: Gregor Weekly Macro Note
  Gregor Macdonald, February 6th, 2010 at 6:24 pm, Comments: 0

  All the current thinking is that the old thinking will enjoy one final day in the sun before the new thinking arrives, and replaces the current thinking. In other words, another bout of deflation before the inflation finally arrives. Or perhaps one last round of dollar strength, before gold heads above 2000 an ounce. Treasury [...]

• Oil Looks Ornery: Model Portfolio Update
  Gregor Macdonald, February 3rd, 2010 at 11:44 pm, Comments: 0

  For 14 months now those who’ve been bearish on the price of oil have pointed to very high oil inventories. And while it’s true that US inventories remain high, it’s quite clear that global inventories peaked between March and August of last year. Additionally, the price trend higher is now a year old. It started [...]