StockTwits Updates: GregorMacdonald12753http://chart.ly/wet8he $GLD $FXA - Gold's gains vs the AUS Dollar have been too strong imo the past 24 months. Better balance needed.Tue Feb 09 23:02:16 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg887513040712329252<a href="http://chart.ly" rel="nofollow">Chart.ly</a>FXAGLDIntriguing analogs here to both FEB 2007 and FEB 2008 in private credit markets, to our current sovereign narrative. $MACROTue Feb 09 16:52:01 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg886178694512329252webMACROthe response by us treasury bonds to the sovereign debt flare in europe has been weak, and unimpressive. $macroMon Feb 08 15:38:59 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg881339548112329252webMACRORobert Cruikshank at the Calitics blog on California debt and the end of cheap oil http://bit.ly/91QCyr @darnoc @wudizthepoint @dafowc $$Mon Feb 08 12:10:17 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg880655710512329252<a href="http://bit.ly" rel="nofollow">bit.ly</a>Thanks so much to all for coming to MacroTwits. Best, G $$Mon Feb 08 03:10:25 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg879355055312329252webJohn Robb on the Tea Party: http://bit.ly/9n0vur $$Mon Feb 08 02:54:52 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg879287459212329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>Fresno Watch: The Drunkest City: http://bit.ly/aSB2PV | photography by Stamolis http://bit.ly/asLA8K $$Mon Feb 08 02:47:08 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg879255996212329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>Phoenix gives OK to 2% tax on food http://bit.ly/9dYmIf $$Mon Feb 08 02:39:43 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg879225139712329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>Let's talk about the States: www.gregor.us (and also in EU: www.gregorweekly.com ) $$Mon Feb 08 02:06:35 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg879081704912329252webWelcome to the one-year old (today) MacroTwits on www.stocktwits.tv. $$MACROMon Feb 08 01:59:08 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg879049050812329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACROEven a bear knows 8B is not enough for American trains, Mr President http://bit.ly/9qaJwO | MacroTwits 6pm Seattle, 7pm Denver. $$Sun Feb 07 18:54:21 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg877438954112329252<a href="http://bit.ly" rel="nofollow">bit.ly</a>Waiting for climb-downs from both the BOE and the FED on their supposed end of QE | MacroTwits on www.stocktwits.tv 9pm NY tonight $$Sun Feb 07 15:37:36 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg876801883912329252webThat old HAL 9000 still has life in him yet. #ppt #kubrick #INDU10K $$Fri Feb 05 21:06:05 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg869338281812329252web21st century energy prices overlaid on a 20th century economy? That's no fun at all: Seven States of Energy Debt http://gregor.us/sqeyw $$Fri Feb 05 18:04:21 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg868717757812329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>"Depression best practices": Taxing Food http://bit.ly/9dYmIf $MACROFri Feb 05 14:45:09 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg867956580612329252<a href="http://bit.ly" rel="nofollow">bit.ly</a>MACROhttp://chart.ly/6n8xwz $SPY - crisis as an accelerant to the multi-year advance of gold against the sp500. 5 year view.Thu Feb 04 22:50:13 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg865130681112329252<a href="http://chart.ly" rel="nofollow">Chart.ly</a>SPYhttp://chart.ly/m3ygza $GLD - Action in Gold during the 01 August 2008 through 31 December 2008 period.Thu Feb 04 15:22:35 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg863588382712329252<a href="http://chart.ly" rel="nofollow">Chart.ly</a>GLDA perpetual 'skating to where the hockey puck will be' is the dynamic I see coming for all sovereign debt. $MACROThu Feb 04 13:52:04 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg863262354112329252webMACROFresh iTulip/Janszen though its not as much fun. The Shit Happens part of the depression narrative, if you will http://bit.ly/aRzsbc $$Wed Feb 03 19:01:55 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg859901577412329252<a href="http://bit.ly" rel="nofollow">bit.ly</a>Noting the action (again) in a little known asset class called United States Treasuries. :-) $MACROWed Feb 03 15:48:19 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg859228199512329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACROCan CA work force drop by a full million to 17.5m, and u/p (official) rate reach above 15% before this is all over? http://bit.ly/b3fS3M $$Wed Feb 03 01:42:24 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg856817693612329252<a href="http://bit.ly" rel="nofollow">bit.ly</a>My interview this week with @ericgarland , good fun: A Podcast of Possible Energy Futures http://gregor.us/gfnty $MACROTue Feb 02 22:22:35 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg856070737212329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACROLast SEP '09 I wrote a review of MEND and Nigerian oil. My post that references the piece here http://gregor.us/aderr $MACROTue Feb 02 20:31:41 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855676278012329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACROAuberback follows Deficits Don't Matter Cheney and We Got Plenty o Money Krugman with the Deficit is a Myth thesis: http://bit.ly/bFLs0t $$Tue Feb 02 20:06:05 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855590616712329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>RT @powitz Volcker = Socrates? When does the Hemlock part happen? Investment bankers=Sophists? $MACROTue Feb 02 19:54:03 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855549571312329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACROSTRATFOR position on MEND all through '05-'07 "these guys are a joke and just want money." @ericgarland @aiki14 @ldrogen $MACROTue Feb 02 19:41:42 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855508863012329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACROSTRATFOR position on MEND all through 05/06/07 "these guys are a joke and just want money." @ericgarland @aiki14 @ldrogan $MACROTue Feb 02 19:40:36 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855505274912329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACROYes seems clearer now aggregate OECD stimpaks carried the potential to park horrendous inflation in the developing world @macheterosforvr $$Tue Feb 02 19:37:54 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855496104612329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>Yes, seems clearer now aggregate OECD stimpaks carried the potential to park horrendous inflation in the developing world@macheterosforvr $$Tue Feb 02 19:37:21 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855494353012329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MIT Energy Conference: I'll be attending the free Friday March 5 sessions at both venues: MIT/Boston http://bit.ly/anZVSZ $MACROTue Feb 02 17:48:41 +0000 2010GregorMacdonaldhttp://a1.twimg.com/profile_images/646017396/Gregor_Icon_normal.jpg855127167312329252<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MACRO