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Let's Get Real About Bear

This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management...

Published 03-17-2008 3:48 PM by John Mauldin

Filed under: Inflation, Credit Crisis, Liquidity Crisis, Michael Lewitt, Economic Forecast, Recession, Interest Rates, Consumer Debt, Economy, Depression, JP Morgan, Bear Sterns
A Little Acid Test for Fed "Liquidity"

The Fed is getting ready to auction of $40 billion in repos this week. The stock market acted is if this was a special gift stuffed into its Christmas stocking last week, rebounding after a serious drop in the market the day before. This week in Outside...

Published 12-17-2007 4:07 PM by John Mauldin

Filed under: The Fed, Liquidity Crisis, John Hussman
China and the Arabian Peninsula as Market Stabilizers

This week in a Special Outside the Box good friend George Friedman of Stratfor, in an unconventional piece, addresses the conundrum that equates low interest rates with market illiquidity, postulating on what may be the underlying cause of such an event...

Published 12-13-2007 4:05 PM by John Mauldin

Filed under: George Friedman, Energy, China, Liquidity Crisis, Stratfor, Persian Gulf, Dubai, Money Supply
Here Comes A Whale

Introduction My friends have at GaveKal have been whale watching for some time. But not for Blue whales or in an ocean. There theory is that Central banks keep throwing dynamite (in terms of liquidity) into the ocean during credit problems, watching little...

Published 09-17-2007 11:49 AM by John Mauldin

Filed under: Credit Crisis, Charles Gave, Anatole Kaletsky, Liquidity Crisis, Bank of England
Teton Reflections

Introduction This week in Outside the Box, good friend Paul McCulley of PIMCO fame addresses the important topic of fed fund easing. Paul addresses the predicament the current Fed finds itself in on account of not wanting to bail out those who took excessive...

Published 09-10-2007 11:49 AM by John Mauldin

Filed under: The Fed, Credit Crisis, Liquidity Crisis, Housing Crisis, Paul Mc Culley, Teton Reflections
Why The Fed's Rate Cut Did Not Come As A Surprise

Introduction This week's Outside the Box is from good friend and South African partner Dr. Prieur du Plessis of Plexus Asset Management. Prieur suggests that we should not be surprised at last week's rate cut, as it is consistent with past rate...

Published 08-20-2007 11:51 AM by John Mauldin

Filed under: The Fed, Credit Crisis, Liquidity Crisis, Dr. Prieur du Plessis
What the Fed Did in 1998 and What is Different Now

Introduction This week in Outside the Box we take look at the how the Fed acted in the last debt crisis of 1998 and what they are likely to do this time. How will the Fed address the looming liquidity crisis stemming from the subprime debacle primarily...

Published 08-13-2007 11:52 AM by John Mauldin

Filed under: The Fed, Inflation, Credit Crisis, Liquidity Crisis, Asha Bengalore, Debt Crisis of 1998
Looking for Contagion in All the Wrong Places

Introduction This Week in Outside the Box we Join Bill Gross of Pimco in his July 2007 Investment Outlook as he strives to address the implications of the Bear Stearns hedge fund debacle, the toxic waste that is Wall Streets' innovative derivative...

Published 07-23-2007 1:11 PM by John Mauldin

Filed under: Bill Gross, Credit Crisis, Liquidity Crisis, Hedge Funds, Credit Rating, Subprime, Derivatives

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