Posts Tagged ‘TBF’

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  FED Woe: GregorWeekly Model Portfolio Update
  Gregor Macdonald, August 19th, 2010 at 10:15 pm, Comments: 0

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• Simply Uninsurable: GregorWeekly Macro Note
  Gregor Macdonald, June 20th, 2010 at 10:11 am, Comments: 0

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• Big Fuss: Model Portfolio Update
  Gregor Macdonald, June 4th, 2010 at 11:56 pm, Comments: 0

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• Dig Oz: GregorWeekly Macro Note
  Gregor Macdonald, May 30th, 2010 at 4:45 pm, Comments: 0

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• Clusterslick: GregorWeekly Macro Note
  Gregor Macdonald, May 23rd, 2010 at 4:31 pm, Comments: 0

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• Anchored to Houses: GregorWeekly Macro Note
  Gregor Macdonald, March 27th, 2010 at 11:55 pm, Comments: 0

  If the time had finally arrived to become contrarian on the US Housing market, I believe that one of the key drivers to that market–wages, employment, or supply–would be turning. And as one of these was turning, the sentiment from both observers, investors and credit providers would be clinging strongly to the trailing, negative outlook. [...]

• The Long Bomb: Model Portfolio Update
  Gregor Macdonald, March 24th, 2010 at 11:54 pm, Comments: 0

  A notable day today in the newly treacherous landscape of US Treasuries, where prices were roughed up pretty hard as the US Dollar rose strongly. (I suspect it’s not often one gets to pen the news of those two assets moving fast in opposite directions, so I thought it best not to miss the opportunity). [...]

• The End?: Gregor Weekly Macro Note
  Gregor Macdonald, March 6th, 2010 at 11:53 pm, Comments: 0

  Apparently the (labor) recession ended while I was attending the MIT Energy Conference in Cambridge-Boston on Friday. Job losses came in less than expected and the economists who are prone to keep things simple were generally quite upbeat on the report. Bloomberg Radio had two macroeconomic observers back to back on Friday, the first being [...]

• Silver Flashing: Model Portfolio Update
  Gregor Macdonald, March 3rd, 2010 at 6:07 pm, Comments: 0

  The gold/silver ratio continues to come down from recent highs, when the 72.81 level was hit, and is currently sitting at 66.28. This most recent thrust off the Greece drama looks like it’s going to carry some. At least through the end of March. And, I think we should look for the ratio to fall [...]

• 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 [...]