Posts Tagged ‘Inflation’

• Last Hopes for Deflation: Model Portfolio Update
  Gregor Macdonald, April 15th, 2010 at 9:05 pm, Comments: 0

  While there is no doubt the financial crisis of 2008 was indeed a deflationary credit bust of epic proportions, and while it’s also true that OECD policy makers were not likely to replace all destroyed money with new money, they have done “enough.” Enough to have arrested the decline of asset prices in the West, [...]

• Podcast Picks: Friday 19 March 2009
  Gregor Macdonald, March 19th, 2010 at 7:10 pm, Comments: 0

  The Other Internet: Weiliang Nie reports on China’s control of the internet, BBC World Service Documentary.
  Interview with Bearing Asset Managment’s Bill Lagner: by Eric King, King World News.
  Money, Markets and Community Support Officers: global macro with Michael Hampton, Frisby’s Bulls and Bears Podcast.
  Economics Perspectives: discussion of Inflation with Dr. Peter Warburton, Financial Sense Newshour.
  Parking Militants [...]

• Readings: Tuesday 15 December 2009
  Gregor Macdonald, December 15th, 2009 at 2:00 am, Comments: 0

  Investing in an Empire of Illusion – Real Solutions to the Energy and Climate Crises: Chris Nelder, GetRealist.com.
  Cocktails and Real Estate in Greenwich: Bruce Krasting,  ZeroHedge.com.
  World Bank Spends Billions on Coal-Fired Power Stations: Ben Webster, The Times of London.
  Fastest Food Inflation Since Riots Means Milk Up 39%: Bloomberg.com.

  Greece Defies Europe as EMU Crisis [...]

• 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 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 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 16 October 2009
  Gregor Macdonald, October 16th, 2009 at 12:17 pm, Comments: 0

  William Black, former bank regulator, Guest: Democracy Now.
  Steve Roberts, on what it means to be an immigrant in the US today: The Dianne Rehm Show WAMU Radio.
  Harvard’s Ferguson Says Dollar to Fall Another 10%-20%: Bloomberg Surveillance.
  Urban Thinkers: Burnham, Mumford, Le Corbusier via James Kunstler: KunstlerCast Radio.
  The Mystery of the Arctic Sea, Sarah Rainsford on a [...]

• Cross-Posting: Break Point
  Gregor Macdonald, October 15th, 2009 at 11:45 pm, Comments: 0

  GregorWeekly subscribers might enjoy reading a Gregor.us post from this evening, on the topic of California’s vulnerability to a second oil shock. | see Break Point.

• Podcast Picks: Friday 25 September 2009
  Gregor Macdonald, September 25th, 2009 at 11:08 am, Comments: 0

  The Giant Pool Of Money: Where Are They Now?, NPR/This American Life Radio.
  Peter Maass: “Crude World” (Knopf), The Dianne Rehm Show WAMU Radio.
  Los Angeles: Provisional Civilization, James Kunstler on KunstlerCast Radio.
  Inflation/Deflation, Or Both? Michael Hampton, Commodity Watch Radio.
  Michael Hudson: Dress Rehearsal For Debt Peonage, KPFA Guns and Butter Radio.
  Natural Gas: Advances in natural gas drilling [...]