Gregor Weekly Model Portfolio Update: 03 December 2009

Gregor Macdonald — Fri, 04 Dec 2009 01:49:02 +0000

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, and partially based on macro data. There has also been the unfolding action in global asset markets since the start of Autumn, and that too alters conditions. Christmas is in three weeks. The end of the year in four. It’s time for a change. (this article continues for subscribers through the membership gateway, on the right side of this page)

Podcast Picks: Friday 27 November 2009

Gregor Macdonald — Sat, 28 Nov 2009 04:18:35 +0000

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: economist and money manager Marshall Auerback, EP Podcast.

Sunday Morning with Chris Laidlaw: Dmitry Orlov interview (author of Reinventing Collapse): Radio New Zealand International.

-Gregor

Photo: Nicola Kast, Picture of the Day.

GregorWeekly » Macro

Gregor Weekly Model Portfolio Update: 03 December 2009

Podcast Picks: Friday 27 November 2009