Browse by Tags

Quarterly Review and Outlook - First Quarter 2008

This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means...

Published Mon, Apr 04 2008 9:08 PM by John Mauldin

Filed under: Inflation, Credit Crisis, GDP, Consumer Spending, Interest Rates, Household Wealth, Consumer Debt, Hoisington Management
Asleep at the wheel, or, How I learned to stop worrying and love the bomb

For the last few months in my regular letter I have been pounding the table that corporate earnings are going to decline this year, which is always a negative atmosphere for stocks. Since today is the beginning of the earnings season for the first quarter...

Published Mon, Apr 04 2008 2:52 PM by John Mauldin

Filed under: Consumer Spending, Economic Forecast, James Montier, Corporate Profits, Economy
Quarterly Review and Outlook - Fourth Quarter 2006

Introduction On Friday, I wrote my annual forecast, " The Goldilocks Recession ," on what investment themes I expect in the coming year. This week's Outside the Box will follow up on the subject with an excellent piece written by Van Hoisington...

Published Mon, Jan 01 2007 4:18 PM by John Mauldin

Filed under: Mortgage, Housing, Inflation, Dr. Lacy Hunt, Van Hoisington, GDP, John Mauldin, Bonds, Quarterly Reveiw, Consumer Spending, Economic Forecast
Festivus Flow-of-Funds Stocking Stuffers

Introduction One of my favorite economists, Paul Kasriel, wrote an excellent article last Friday in his weekly commentary, "The Econtrarian." Not only is it a great "outside the box" analysis but it also follows up to and illustrates...

Published Mon, Dec 12 2006 4:20 PM by John Mauldin

Filed under: Housing, Credit Markets, John Mauldin, Consumer Spending, Consumer Debt, Consumer Saving, Paul Kasriel

Blog Subscription Form

Syndication

Recent Posts

Tags

Archives

Quarterly Review and Outlook - First Quarter 2008

Asleep at the wheel, or, How I learned to stop worrying and love the bomb

Quarterly Review and Outlook - Fourth Quarter 2006

Festivus Flow-of-Funds Stocking Stuffers