Posts Tagged ‘gold’

• 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 [...]

• Podcast Picks: Friday 19 February 2009
  Gregor Macdonald, February 19th, 2010 at 5:05 am, Comments: 0

  The Grand Energy Transition: interview with Robert Hefner III, Financial Sense Newshour.
  What’s Next for the Stimulus Bill: roundtable with Grabell, Radnovsky, Baker, Riedl, Dianne Rhem WAMU Radio.
  Buzzing With Coffee Beans: food commodity documentary series from ABC/BBC, ABC Australia 360 Documentary.
  Debating a Nuclear Revival: roundtable with Lyman, Power, and Wilson, WBUR On Point Radio.
  Freefall: America, Free [...]

• Gregor Weekly Model Portfolio Update: 10 December 2009
  Gregor Macdonald, December 10th, 2009 at 2:11 pm, Comments: 0

  Just about every asset class including gold and silver remains on edge in the wake of the Dubai event, which I marked not as a trigger, but the start of the recognition phase to the problem of sovereign debt. Comically, Greece and Spain–hit hard this week by the ratings agencies–are small problems compared to the [...]

• Gregor Weekly Model Portfolio Update: 25 November 2009
  Gregor Macdonald, November 25th, 2009 at 5:40 pm, Comments: 0

  Today I’ll respond to a query from a subscriber, who has wondered if the exposure to gold, silver, and gold mining equities in the model portfolio is perhaps too aggressive.
  Gregor,

  I really enjoy and learn from your writing and analysis but I was hoping you could shed a little more light into your approach to portfolio [...]

• Gregor Weekly Macro Note: Saturday 21 November 2009
  Gregor Macdonald, November 21st, 2009 at 9:39 pm, Comments: 0

  Starting in early September on my Sunday night MacroTwits broadcast I began to show pictures of large, stately homes in the finer suburbs of Boston and my question to the stream was as follows: where is the future wage growth that will support the inventory of American homes, that are now priced above 600K? What [...]

• Gregor Weekly Macro Note: Saturday 14 November 2009
  Gregor Macdonald, November 14th, 2009 at 11:39 pm, Comments: 0

  As the decade prepares to end I am not able to find a single example of serious scholarship that effectively refutes both peak oil as a general concept, or, that refutes the assertion that world oil production is currently peaking. To be quite honest, the field of energy studies is poorer not richer as a [...]

• 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 [...]

• Gregor Weekly Macro Note: Saturday 31 October 2009
  Gregor Macdonald, October 31st, 2009 at 7:56 pm, Comments: 0

  One wonders that 80.00 dollar oil was indeed the breaking point, to a US economy struggling with collapse, depression, and 17% unemployment. There appears to have been a confluence of events and indicators in October that suggest reflationary policy finally kicked energy prices high enough, to then trigger the next bout of deflation. The question [...]

• 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 [...]

• Podcast Picks: Friday 09 October 2009
  Gregor Macdonald, October 9th, 2009 at 11:53 am, Comments: 0

  Macro Overview with Eric Janszen of iTulip: Other Voices, FSNewshour with Jim Puplava.
  Mealer and Kamkwamba, The Boy Who Harnessed the Wind: The Dianne Rehm Show WAMU Radio.
  Urban Theorist Jane Jacobs: James Kunstler on KunstlerCast Radio.
  Katsenelson and Markman, Gold Bears and Bullish Neon Sightings: The Disciplined Investor.
  Understanding Australia, reprise of earlier 13 Part series: Radio Australia.
  Kotok/Sinclair [...]