We all know that a large wave of Baby Boomers in the US are approaching retirement. But what about the rest of the world? And what happens when those retirees need to spend out of savings? There is more than just a credit crisis and a government deficit crisis in our future. A rising level of retirrees...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-05-2009
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Filed under: Credit Crisis, China, Banks, Niels Jensen, Absolute Return Partners, Europe, G20, Baby Boomers, Retirement, PIGS, Exports, Savings, Brazil, Population, BRIC
Dear Friends: Exhale for a moment, forget your losses for the time being, and try to appreciate the fact that you're living through the single most important development in global finance since Bretton Woods. This is a "tell the grandkids about it" moment, when governments all around the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-16-2008
Filed under:
Filed under: Credit Crisis, George Friedman, Stratfor, Geopolitics, Recession, Globalization, Banks, Global Economy, Economy, Financial Crisis, Bank Failures, Bailout, Europe
The credit crisis is global. Interestingly, some of the more creative and straight forward solutions are coming from England. This week in Outside the Box I am presenting you with a very well written (even entertaining) letter from Bedlam Asset Management from London www.bedlamplc.com on their view of...