Posts Tagged ‘IVN’

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  The CCI: GregorWeekly Model Portfolio Update
  Gregor Macdonald, July 29th, 2010 at 9:17 pm, Comments: 0

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• Drilling and the Debt: GregorWeekly Macro Note
  Gregor Macdonald, April 3rd, 2010 at 9:51 pm, Comments: 0

  There’s a rather nasty delta developing now between the collapse of US tax receipts, the skyrocketing of government outlays, and debt service on US Treasuries. During 2009 this was not difficult to see coming. Of course, many had predicted that by 2010 either a rise in US savings, or a recovery in tax receipts, would [...]

• Oil Crush: Model Portfolio Update
  Gregor Macdonald, March 10th, 2010 at 5:37 pm, Comments: 0

  Fresh figures were released today from the Bureau of Labor Statistics, showing that the big states lost further ground in the battle of unemployment. California, Illinois, Florida, and North Carolina set new highs in their unemployment rates. Interestingly, these are four of the seven large states I identified in February as energy-deficit states. It’s not [...]