Posts Tagged ‘MBS’

  • House of FED: Model Portfolio Update
    Gregor Macdonald, February 24th, 2010 at 11:55 pm, Comments: 0

    When the FED confirmed its intentions to terminate its MBS buying program as planned in March, I immediately began to wonder how they could diplomatically reverse course should they change their mind. A very funny commentator, on the Calculated Risk blog, wrote sarcastically: As of April 30th, the FED mortgage-backed security buying program is now [...]

  • 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 [...]

  • 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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