Posts Tagged ‘Macro’

  • Gregor Weekly Model Portfolio Update: 03 December 2009
    Gregor Macdonald, December 3rd, 2009 at 8:49 pm, Comments: 0

    If we look back to the first posts here at GregorWeekly, starting in late August, my strategic theme heading into Autumn was to maintain a very negative stance on the economy, and, a positive view on reflationary assets. Now it’s time to update my macro view. The reasons for this are partially seasonal, partially behavioral, [...]

  • Podcast Picks: Friday 27 November 2009
    Gregor Macdonald, November 27th, 2009 at 11:18 pm, Comments: 0

    Bob Dylan and America: Douglas Brinkley, WBUR On Point Radio.
    Interview with Bill Fleckenstein (money manager and macroeconomic observer), King World Radio.
    The State of Traffic in the US: Tom Vanderbilt, author of Traffic-Why We Drive the Way We Do, WAMU Dianne Rehm Show.
    Shortchanging the Planet (climate policy and developing nations): BBC World Service Documentaries.
    New Deal Reprise: [...]

  • Gregor Macdonald

    Gregor Macdonald has spent this decade researching and investing in the energy sector, using a macro approach. He also runs an energy and economics blog. More »

    Follow me on: Twitter and StockTwits


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