What happens when inflation once again returns. As this week's Outside the Box writer, James Montier, writes, we may want to start thinking now about inflation insurance and he mentions a few ways to do so. But this letter is a must read for his bringing to light a speech by Fed chairman Ben Bernanke...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-24-2009
Filed under:
Filed under: Inflation, Deflation, Japan, GDP, James Montier, Gold, Insurance, Great Depression, Inflation Swaps, Societe Generale, Sovereign CDS, Dividend Swaps, TIPS, Ben Bernanke
IN THIS ISSUE: Federal Bailouts Surpassing $10 Trillion Government Finance 101 Who Will Buy All This New Debt? Bernanke: Crank Up The Printing Presses Real Storm Clouds On The Horizon Conclusions – Not Many I Can Find Introduction Over the last two weeks, I have discussed at some length President Obama's...
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Forecasts & Trends
by
Gary D. Halbert
on
02-24-2009
Filed under:
Filed under: Gary D. Halbert, The Fed, Recession, Barack Obama, Ben Bernanke, Bailout, Globalization, Deflation, Timothy Geithner, Government Spending, Government Debt
IN THIS ISSUE: Latest Grim Numbers On The US Economy The Latest On The Government Bailouts Fed Announces The Mother Of All Bailouts Troubling Aspects Of The Fed's Latest Bailout Fighting A "Debt-Deflation" At Any Cost Introduction The economy, the financial crisis and government bailouts...
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Forecasts & Trends
by
Gary D. Halbert
on
12-09-2008
Filed under:
Filed under: Gary D. Halbert, The Fed, GDP, Subprime, Recession, Consumer Confidence, Ben Bernanke, Deficit, Depression, Stratfor, Bailout, Economy, Henry Paulson, Deflation
Leverage Is an 8 Letter Word If Loans Are So Cheap, Why Don't They Sell? Deflation and Helicopters: Time for a Review Commercial Property Loans Start to Haunt the Banks Warren Makes a Bet Thanksgiving, Moving, and New Orleans Leverage is an eight-letter word, which the markets now regard as twice...
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Thoughts From The Frontline
by
John Mauldin
on
11-21-2008
Filed under:
Filed under: The Fed, Ben Bernanke, Consumer Price Index, Credit, Warren Buffet, Credit Crisis, Housing Crisis, Deflation, Deleveraging, Commercial Property, Goldman Sachs
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Posted to
Daily Pfennig
by
Chuck Butler
on
07-09-2008
Filed under:
Filed under: Dollar, Oil, Inflation, Deflation, Euro, Ben Bernanke, Interest Rates, Japan, G8, John Mauldin, Iran