Posts Tagged ‘gold’

• 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 [...]

• 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 [...]

• Gregor Weekly Macro Note: Saturday 12 September 2009
  Gregor Macdonald, September 12th, 2009 at 9:51 pm, Comments: 0

  Symbolic September has crammed all sorts of meaning, into just two weeks. Between the US and China, we’ve got everything from a whispering cold war in Gold-Dollar-Yuan, to a hot war in drilling pipe and automobile tires. Between Japan and the US, we’ve seen a change election sweep a new party to power, led by [...]

• Gregor Weekly Mid-Week Update: 08 September 2009
  Gregor Macdonald, September 8th, 2009 at 10:04 am, Comments: 0

  Getting back to the seesaw. As I wrote in this weekend’s Weekly Macro Note, I am keenly aware of the oscillation between real things and cash at our current moment, at our current juncture, in these markets. There really does appear to be something afoot policy-wise in the global nexus of the Yuan, Gold, the [...]

• Gregor Weekly Macro Note: Saturday 05 September 2009
  Gregor Macdonald, September 5th, 2009 at 9:53 am, Comments: 0

  Consider the Chinese Panda. Not the animal but rather the one ounce Gold, and the one ounce Silver coin. In these two coins we may symbolically find what I regard as the biggest story of the week: the earthquake in gold and silver prices and the succession of events that emanated from both Hong Kong [...]