Posts Tagged ‘SPY’

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  Market Juncture: 27 July 2010
  Gregor Macdonald, July 27th, 2010 at 11:55 pm, Comments: 0

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• Revolving Devaluations: Model Portfolio Update
  Gregor Macdonald, July 2nd, 2010 at 5:08 pm, Comments: 0

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• Maybe Next Year: Gregor Weekly Macro Note
  Gregor Macdonald, February 27th, 2010 at 11:05 pm, Comments: 0

  Neither Ted Williams nor Carl Yastrzemski won a World Series with the Red Sox. In fact, whole generations of Red Sox fans lived, and died, without seeing the Red Sox win a World Series. I thought of these long-cycle disappointments today as I read over the investor newsletter from Warren Buffet. Warren appears to be [...]

• MacroTwits Hour: Sunday Night Show 14 February 2010
  Gregor Macdonald, February 15th, 2010 at 8:41 am, Comments: 0

  The full range of stocktwits.tv programming can now be taken through iTunes. See link at bottom of the StockTwits. TV front page. Regards, –Gregor

• Safe in the Empire: Gregor Weekly Macro Note
  Gregor Macdonald, February 6th, 2010 at 6:24 pm, Comments: 0

  All the current thinking is that the old thinking will enjoy one final day in the sun before the new thinking arrives, and replaces the current thinking. In other words, another bout of deflation before the inflation finally arrives. Or perhaps one last round of dollar strength, before gold heads above 2000 an ounce. Treasury [...]

• Printing GDP: Gregor Weekly Macro Note
  Gregor Macdonald, January 30th, 2010 at 10:26 pm, Comments: 0

  Friday’s GDP report was a headline stunner. It gave cover to the more bullish and conventional street analysts. And, it helped President Obama win the weekly newscycle. I found the attempts to downplay the result, typical among perma-bears, to be tiresome although in truth their analysis is accurate. In general, macro bears of which I [...]

• Treasuries and Tax Revenues:Model Portfolio Update
  Gregor Macdonald, January 13th, 2010 at 7:32 pm, Comments: 0

  The grinding gears of falling tax revenues and increased supply of treasuries are finally coming to pass, here in early 2010. When both the stimulus and the financial crisis were young, it was possible to imagine that increased savings by Americans and then an eventual recovery in the economy would arrive just as the situation [...]

• Big Macro Data: Gregor Weekly Macro Note
  Gregor Macdonald, January 9th, 2010 at 11:37 pm, Comments: 0

  The first week of the year was stuffed with some big macro data. This was fitting as we now have the bracket of the last 10 years through which to see a number of important trends in the US economic story. Essentially, we’ve been spinning our wheels since the Nasdaq cracked in the Spring of [...]