GregorMacdonald

Location: Portland, OR
Website: http://www.gregor.us

Joined Sep 18, 2009

Bio: Energy Transition

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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GregorMacdonald
@LDrogen One way to think about this $GLD correction is to force participants to get a better thesis. Stagnation is pretty good, for example

Dec. 28 at 11:54 AM

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GregorMacdonald
http://t.co/tUp2mAEo $CCI:$USB - Commodities vs the Long Bond. For macro observers looking for a turning point, gaze here. cc @fullcarry

Dec. 20 at 7:48 PM

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