Posts Tagged ‘USD’

• 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 Model Portfolio Update: 07 October 2009
  Gregor Macdonald, October 7th, 2009 at 10:56 am, Comments: 0

  The Gold/Silver ratio remains a handy and workable portrait of systemic liquidity, and volatility. For those of you who watch more traditional measures of volatility…(this article continues for subscribers through the membership gateway, on the right side of this page.)…

• 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 [...]

• Gregor Weekly Macro Note: Saturday 05 September 2009
  Gregor Macdonald, September 5th, 2009 at 9:53 am, Comments: 0

  Consider the Chinese Panda. Not the animal but rather the one ounce Gold, and the one ounce Silver coin. In these two coins we may symbolically find what I regard as the biggest story of the week: the earthquake in gold and silver prices and the succession of events that emanated from both Hong Kong [...]