Your Daily Profit November 16, 2009 *****A Good Christmas *****Obama in China *****Gold vs Silver Fellow Investor, The headline retail sales number for October came in better than expected, up 1.4%. Of course, sales were down more than expected in September, so a bounce isn’t a complete surprise...
Dear Reader, I worry I shall disappoint you today. After all, how can mere words, pecked out awkwardly on a shaky airplane table, adequately communicate all that has occurred this week? As regular readers may guess, the plane I am on is taking me to Las Vegas for our sold-out Crisis & Opportunity...
Posted to
The Room
by
David Galland
on
03-20-2009
Filed under:
Filed under: Credit Crisis, Politics, Gold, China, David Galland, Obama, Goverment Debt, AIG, Protectionism, Tax Policy, Mexico, International Monetary Fund, Cap-and-Trade, Global Quantitative Easing, NAFTA, TALF, TIC Report, TIC Flow, Global Warming
Dear Reader, This week I tripped over an old musical favorite, I'm Your Captain , by Grand Funk Railroad, which is what I'm listening to as I begin this weekly missive. While the song has a little rust on it, for those of you who haven't taken a ride on Grand Funk Railroad of late, it's...
Posted to
The Room
by
David Galland
on
03-16-2009
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Filed under: Economy, Gold, China, Obama, The Casey Report, GDP, Employment, Without Borders, Global Trade, Renminbi, Citigroup, Nationalization, Exports
Dear Reader, We’re going to be flying low and fast in this weekly scan of the landscape in the quest for items that are “important,” as opposed to “merely interesting.” At the top of the list of what we would consider important is the increasing likelihood that the wheels are about to come off the global...
Posted to
The Room
by
David Galland
on
02-20-2009
Filed under:
Filed under: Credit Crisis, Politics, Gold, Dollar, China, Casey Research, David Galland, Obama, Afghanistan, Stimulus, Scott Broderick, Deflation
Time for a Reality Check World Trade Is Falling Off a Cliff European Bank Losses Dwarf Those in the US Geithner: "You Can't Handle the Truth" Earnings Will Get Even Worse Orlando, Colorado Springs, New York, and Las Vegas It is not just the US that is in recession. The world is slowing...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
02-14-2009
Filed under:
Filed under: China, Japan, Globalization, Europe, GDP, Earnings, Debt, Euro, Russia, Economic Crisis, Forecast, TARP, Obama, Stimulus, World Trade, Tim Geithner, Leading Economic Indicators, Bank Losses, Exports
January 23, 2009 Dear Readers, Like a runaway train, the crisis is heading at breakneck speed down the hill and towards the next sharp turn. Though we are reasonably sure about the ultimate destination – an inflationary wreck – we can’t be entirely sure what exactly awaits around the...