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
The macro I discuss in this @GoldMoneyNews interview http://t.co/7GmqYkBr is the big backdrop to $GLD cc+cheers @howardlindzon @StockSage1

Feb. 21 at 1:04 AM

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GregorMacdonald
Uncle Buck conforming today to the new industrial policy of the USA: increase exports at all cost, restart manufacturing. $UUP

Feb. 1 at 12:17 PM

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GregorMacdonald
@StockSage1 Yes. It has been my pole star too since late 2009. And once again, it's turning. $GLD/$SPY @jamesgrickards

Jan. 25 at 4:16 PM

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GregorMacdonald
Like the old song from Sesame Street: "Liquidity Junction, what's your function." http://t.co/XaBfhba9 @JamesGRickards @StockSage1 $GLD $SLV

Jan. 25 at 4:08 PM

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GregorMacdonald
From its current hollowed out position any big US effort to become a titan of exports cannot allow a DXY above 80.00 http://t.co/hwvp6ePR $$

Jan. 24 at 9:41 PM

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GregorMacdonald
Global gold production peaked in '01. Fell every year until upticks in '09 + '10. Woes of big cap miners point to resumption. $GDX $GLD

Jan. 18 at 3:44 PM

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GregorMacdonald
Arable Land in the Arab world (hectares per person) 1961 -2009: http://t.co/BfF1cbcF More on this topic here: http://t.co/jvHQRnzd $MOO

Jan. 8 at 8:14 PM

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GregorMacdonald
http://t.co/zDJcp7Ri $GOLD:$XEU - The performance of the EUR against Gold, the past year. (w/ 200 dma)

Jan. 7 at 3:17 PM

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GregorMacdonald
Visualization of latest trader positioning (COT) in EUR futures contracts (speculator shorts vs commercial longs): http://t.co/JaJ23NJl $$

Jan. 7 at 3:11 PM

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GregorMacdonald
Martin "I don't even know what a Depression is" Feldstein declares death of the EUR in current issue of FA: http://t.co/YsOFlfoj $macro

Jan. 7 at 3:08 PM

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GregorMacdonald
Tail Risk and Embalming Fluid, in 2012: http://t.co/r5xfilqc $SPY $GLD $TLT Happy New Year to the @Stocktwits crew and macro kids everywhere

Jan. 2 at 6:16 PM

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GregorMacdonald
@StockSage1 Overall, industrial side needed now to take $SLV higher. Tricky: slower economies vs energy transition (solar).

Dec. 30 at 2:53 PM

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GregorMacdonald
For example, if you are interested in climate, energy, ecological economics, and phase transitions, gold should interest you. A lot. $GLD

Dec. 30 at 2:48 PM

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GregorMacdonald
I do have the strong suspicion however that the Long $GLD - Short $SPY trade is about to return. 2012 could open up on that theme.

Dec. 30 at 2:44 PM

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GregorMacdonald
New highs for $GLD unlikely in 2012 until participants get a better thesis. "Money-Printing" doesn't cut it, that's just a trope.

Dec. 30 at 2:40 PM

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