Posts Tagged ‘Oil’

• 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 [...]

• 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.

• Cross-Posting: Learning from Lagos
  Gregor Macdonald, October 1st, 2009 at 11:31 pm, Comments: 0

  GregorWeekly subscribers might enjoy reading a Gregor.us post from this evening, on the topic of resource nationalism and the stagnation of Non-OPEC oil supply. | see Learning from Lagos.

• Readings: Tuesday 29 September 2009
  Gregor Macdonald, September 29th, 2009 at 9:41 pm, Comments: 0

  Where High Speed Rail Makes the Most Sense: An America 2050 Report, as covered by The Infrastructurist.
  Russia throws another currency on the barbie: Izabella Kaminska , FT Alphaville.
  Historical Home Sale Volume Measured in Dollars: Rich Toscano, Professor Piggington’s Econo-Almanac for the Landed Poor.
  The Crossroads of Sustainability and Suicide: Chris Nelder, Get Realist.
  China’s Mr. [...]

• 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 [...]

• Readings: Thursday 10 September 2009
  Gregor Macdonald, September 10th, 2009 at 10:21 am, Comments: 0

  Jett Rink’s Speedboat: gregor.us
  China Alarmed by US Money Printing: Ambrose Evans-Pritchard for the Telegraph (UK).
  Mexico’s Fading Oil Output Crimps Exports: David Luhnow for the Wall Street Journal.
  Real Estate – The 800,000 Pound Deflationary Gorilla: Adam Brochert via Safehaven.com
  Candidate in a State of Dystopia: George Will for the Washington Post

• Gregor Weekly Mid-Week Update: 08 September 2009
  Gregor Macdonald, September 8th, 2009 at 10:04 am, Comments: 0

  Getting back to the seesaw. As I wrote in this weekend’s Weekly Macro Note, I am keenly aware of the oscillation between real things and cash at our current moment, at our current juncture, in these markets. There really does appear to be something afoot policy-wise in the global nexus of the Yuan, Gold, the [...]