Posts Tagged ‘silver’

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  Market Juncture: 6 July 2010
  Gregor Macdonald, July 6th, 2010 at 6:52 pm, Comments: 0

  In the just released May data, Australia saw a 50% leap in revenues from gold exports when compared to the prior month. While this data is noisy and volatile, it meant that Gold in a single month increased on a valuation basis from 3.5% of exports to 5.5% of Australian exports. This is a theme [...]

• Gregor Weekly Model Portfolio Update: 10 December 2009
  Gregor Macdonald, December 10th, 2009 at 2:11 pm, Comments: 0

  Just about every asset class including gold and silver remains on edge in the wake of the Dubai event, which I marked not as a trigger, but the start of the recognition phase to the problem of sovereign debt. Comically, Greece and Spain–hit hard this week by the ratings agencies–are small problems compared to the [...]

• Gregor Weekly Model Portfolio Update: 25 November 2009
  Gregor Macdonald, November 25th, 2009 at 5:40 pm, Comments: 0

  Today I’ll respond to a query from a subscriber, who has wondered if the exposure to gold, silver, and gold mining equities in the model portfolio is perhaps too aggressive.
  Gregor,

  I really enjoy and learn from your writing and analysis but I was hoping you could shed a little more light into your approach to portfolio [...]

• Gregor Weekly Macro Note: Saturday 21 November 2009
  Gregor Macdonald, November 21st, 2009 at 9:39 pm, Comments: 0

  Starting in early September on my Sunday night MacroTwits broadcast I began to show pictures of large, stately homes in the finer suburbs of Boston and my question to the stream was as follows: where is the future wage growth that will support the inventory of American homes, that are now priced above 600K? What [...]

• Gregor Weekly Model Portfolio Update: 18 November 2009
  Gregor Macdonald, November 18th, 2009 at 5:46 pm, Comments: 0

  Dollar down. Stocks down. USTreasury prices down. Gold and Silver up. Although we are seeing this in very light form once again today, this is the configuration to watch for as the next phase of the financial crisis gets underway. In short, the broken pieces of the largest debt and credit bubble ever have now [...]

• Gregor Weekly Model Portfolio Update: 11 November 2009
  Gregor Macdonald, November 11th, 2009 at 12:56 pm, Comments: 0

  The USDollar index finally got below the .7500 level this morning, and subscribers know this will set in motion some of my plans for the Gregor Weekly model portfolio. In short, this is a lovely reflation we’re having. But between the reflation stage and any currency-crash or hyperinflation stage, I anticipate a battle over the [...]

• Gregor Weekly Macro Note: Saturday 31 October 2009
  Gregor Macdonald, October 31st, 2009 at 7:56 pm, Comments: 0

  One wonders that 80.00 dollar oil was indeed the breaking point, to a US economy struggling with collapse, depression, and 17% unemployment. There appears to have been a confluence of events and indicators in October that suggest reflationary policy finally kicked energy prices high enough, to then trigger the next bout of deflation. The question [...]

• 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 Weekly Macro Note: Saturday 19 September 2009
  Gregor Macdonald, September 19th, 2009 at 5:09 pm, Comments: 0

  The FT Alphaville Blog did a nice wrap-up yesterday | see:  Bull in a China bullion shop | on the phenomenon which I have called The Chinese Silver Download Experience.  Do give it a read because what’s helpful in the FT coverage is the greater level of detail, down at street level, that only on-site reportage can provide. I [...]

• Gregor Weekly Macro Note: Saturday 12 September 2009
  Gregor Macdonald, September 12th, 2009 at 9:51 pm, Comments: 0

  Symbolic September has crammed all sorts of meaning, into just two weeks. Between the US and China, we’ve got everything from a whispering cold war in Gold-Dollar-Yuan, to a hot war in drilling pipe and automobile tires. Between Japan and the US, we’ve seen a change election sweep a new party to power, led by [...]