Posts Tagged ‘gold’

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

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  Market Juncture: 6 July 2010
  Gregor Macdonald, July 6th, 2010 at 6:52 pm, Comments: 0

  In the just released May data, Australia saw a 50% leap in revenues from gold exports when compared to the prior month. While this data is noisy and volatile, it meant that Gold in a single month increased on a valuation basis from 3.5% of exports to 5.5% of Australian exports. This is a theme [...]

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

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• Wooden Ships: GregorWeekly Macro Note
  Gregor Macdonald, April 24th, 2010 at 11:54 pm, Comments: 0

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• 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 [...]