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Oil at $125 a Barrel, Gasoline at $5 David Rosenberg and Capacity Utilization Gary Shilling: Commercial Real Estate and Employment The Morality of Chinese Growth Another Birthday? What Happened to My Year? Athens and the Barefoot Ranch This week I am at a conference in Houston. I must confess that I...
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IN THIS ISSUE: Small Banks in Trouble Due to TARP Money See if Your Local Bank Took TARP Money The Commercial Real Estate Bust Continues Many Banks “Extend and Pretend” The Economic Recovery Will Remain Weak Introduction You’ve probably read recently that most of the 17 largest banks...
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I have been writing for a very long time about the coming debacle that the commercial real estate problem is going to be. This week's Outside the Box is an interview that my good friend David Galland did with Andy Miller, a man on the inside of the coming commercial real estate crisis. I thought...
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.........But First, A Word From Our Sponsor.......... Countries poised to benefit from rising commodity prices: combined into one CD That's the Global Power Shift Index CD from EverBank®. In one CD, get the currencies of 4 countries rich in natural resources-and whose economies may benefit from rising...
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It's All About Deleveraging Commercial Woes The Lights Of Myanmar A Lively 2010 and Buying Stocks This is the season when pundits feel compelled to make annual forecasts. I will make mine, as I traditionally do, in the first letter of January. But already we have seen a wide range of forecasted outcomes...
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IN THIS ISSUE: The Commercial Real Estate Bust 2.0 Why This Real Estate Bust Is Different Who Will Refinance $3.5 Trillion in CRE? REITs & ETFs to the Rescue? Conclusions: Look Before You Leap Introduction In my September 29 E-Letter , I wrote extensively about the looming crisis in the commercial...
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In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
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...But First, A Word From Our Sponsor... Gain exposure to currencies of emerging BRIC countries-and don't lose a dime on market risk Don't let market risk get in the way of potentially rewarding exposure to the BRIC currencies. Our 3-year MarketSafe® BRIC CD shields you from any market risk and...
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IN THIS ISSUE: Is the US Economy Turning Around? The Housing Blues Getting Bluer Adjustable Rate Mortgage "Resets" To Soar Commercial Real Estate - The Next Shoe To Drop? Conclusions - This Can't Be Good For Stocks Introduction It's time that we had a talk about the "conventional...
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.........But First, A Word From Our Sponsor.......... Our 3rd Quarter numbers are in. And the news-as expected-is quite good. Thanks to our balanced business model, EverBank® continues to grow and prosper despite challenging market conditions. During the 3rd Quarter of 2008, we solidified our place as...
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Have you done your Christmas shopping yet? Research shows that more of us are putting it off in expectations of better prices. In other words deflationary expectations! The prices I have seen while out shopping the past few weeks are simply amazing. I have to admit to have made a few purchases for some...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
12-22-2008
Filed under:
Filed under: Housing, Deflation, Japan, Consumer Spending, Consumer Price Index, Global Economy, Gold, Depression, Merrill Lynch, Germany, Barack Obama, David Rosenberg, Commercial Real Estate, Employment
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This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
12-15-2008
Filed under:
Filed under: The Fed, Credit Crisis, Housing Crisis, Recession, The Dollar, Gary Shilling, Diversification, Consumer Debt, Depression, Monetary Policy, Financial Crisis, Consumer Confidence, Bank Failures, Bailout, Jobs, Commodities, TARP, Commercial Real Estate