Posts Tagged ‘Housing’

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  Purchasing Power: GregorWeekly Model Portfolio Update
  Gregor Macdonald, August 12th, 2010 at 11:59 pm, Comments: 0

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  Market Juncture: 3 August 2010
  Gregor Macdonald, August 3rd, 2010 at 11:43 pm, Comments: 0

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  The End of Pretend: GregorWeekly Macro Note
  Gregor Macdonald, July 11th, 2010 at 5:11 pm, Comments: 0

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• MacroTwits Sunday Night Show 4 July 2010
  Gregor Macdonald, July 7th, 2010 at 8:45 pm, Comments: 0

  A week when the US Dollar said: Hey, remember me?

• Readings: Tuesday 23 March 2010
  Gregor Macdonald, March 23rd, 2010 at 9:18 pm, Comments: 0

  Republicans Ridicule Bike Lanes: Nick Wilson, Courthouse News Service.
  Does GDP Understate Depth of the Recession?: Justin Lahart, Real Time Economics.
  Money and Happiness – Rank of Income, Not Income, Affects Life Satisfaction: Boyce, Brown, and Moore, Psychological Science.
  The Contrarian Trade of the Decade – The US Dollar: Charles Hugh Smith, Of Two Minds.com.
  Trans-Pacific Carriers Predict Strong [...]

• 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 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 [...]

• Readings: Tuesday 06 October 2009
  Gregor Macdonald, October 6th, 2009 at 9:06 am, Comments: 0

  RBA Sounds the All-Clear: Michael Pascoe, The Sydney Morning Herald.
  Drive-By Economics: Hawaii Edition, Paul Kedrosky, Infectious Greed.
  Don’t Blame China: Simon Johnson and James Kwak, The Washington Post.
  High Speed Rail: A No-Brainer: Chris Nelder, Get Realist.
  Tin Squeeze Tests Regulator’s Mettle in U.K.: John Kemp, Reuters Blogs.
  Apartment Vacancy Rate at 23 Year High: Calculated Risk.
  Prosperity Rests [...]

• Readings: Tuesday 29 September 2009
  Gregor Macdonald, September 29th, 2009 at 9:41 pm, Comments: 0

  Where High Speed Rail Makes the Most Sense: An America 2050 Report, as covered by The Infrastructurist.
  Russia throws another currency on the barbie: Izabella Kaminska , FT Alphaville.
  Historical Home Sale Volume Measured in Dollars: Rich Toscano, Professor Piggington’s Econo-Almanac for the Landed Poor.
  The Crossroads of Sustainability and Suicide: Chris Nelder, Get Realist.
  China’s Mr. [...]