GregorMacdonald

Gregor Macdonald
West Coast

Joined Aug 31, 2009

http://www.gregor.us

Energy Analyst. Writings and views have been cited in the New York Times, The Financial Times, The Los Angeles Times, The San Francisco Chronicle, WIRED, The Toronto Globe and Mail, Foreign Policy, MoneyWeek UK, and the Oil And Gas Journal.

GregorMacdonald
Where we are in the OECD: the real economy is still unable to support stock prices, without reflationary policy help. Simple. $macro

May. 23 at 3:43 PM

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GregorMacdonald
I encourage followers to read FOFOA on Inflation vs. Hyperinflation. http://t.co/VbFXQbzI $macro

May. 17 at 7:54 PM

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GregorMacdonald
Irony delicious: grand, reflationary policies during a debt-deflation maintain a currency's value-in-use. EU is risking the opposite. $macro

May. 17 at 12:09 AM

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GregorMacdonald
China: The country that brought you an endless supply of cheap labor, will now bring you relentless consumption. #LewisTurningPoint $AAPL

Apr. 24 at 5:39 PM

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GregorMacdonald
Estimize, a Crowd That Beats the Street http://t.co/PMlljhiD via @BW $AAPL

Apr. 24 at 2:04 PM

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GregorMacdonald
Natural gas to zero. $AAPL to $1000. And long dated US Treasuries to new all time lows, in yield. This is the chatter of terminal moves.

Apr. 13 at 11:02 PM

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GregorMacdonald
Yes, it's just one day but coming off the BLS numbers, and with $SPY decline, the action in the DXY seems poignant. $UUP $macro

Apr. 9 at 4:31 PM

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GregorMacdonald
Mrs Watanabe, your time has come back around.. $USDJPY

Mar. 16 at 12:58 AM

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GregorMacdonald
Well, $KOL certainly doesn't belong in the low 30's. Global race for BTU should take it back to the highs, even as N.A. natgas remains cheap

Mar. 14 at 10:32 AM

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GregorMacdonald
@ZipperTheory You have to stick with the basket, owing to single name risk in resource extraction: $KOL

Mar. 9 at 9:58 AM

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GregorMacdonald
Headline risk to oil prices is hard to sustain. Unless of course, OECD inventories + spare capacity is low: http://t.co/z7bz4WVu $macro

Mar. 1 at 3:43 PM

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GregorMacdonald
RIght there, is your growth scare. $macro

Feb. 29 at 10:53 AM

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GregorMacdonald
One thing we know: we will crash the economy several more times via high oil prices before threshold is crossed in transition @Nelderini

Feb. 26 at 8:43 PM
GregorMacdonald
@DavidSchawel @ppearlman @buffalod Irony of that trade: both currencies will buy alot less energy 10 yrs from now. Lose-lose, in real terms.

Feb. 26 at 8:36 PM
GregorMacdonald
@Nelderini Well, the post 2008 economic rebound has seen the world source more of its BTU from coal and NG, not oil of course (zero sum)

Feb. 26 at 8:29 PM