In This Issue: The Future of Public Debt A Bit of Background Drastic Measures The Future Public Debt Trajectory Debt Projections Phoenix, Tokyo, and London This week I find myself in Bangkok, and I must admit to enjoying the experience a great deal, so much so that I am going to preview a portion of...
This week we turn our eyes to Asia as my friend Louis Gave of GaveKal gives us a very thought-provoking piece on the problems of investing in Asia, with a focus on China. While there are real opportunities, Louis also sees some speed bumps. Those Asian ETFs may not be the winners a lot of people think...
This week I offer something unusual for outside the Box, in that I agree on almost all points with my friend David Rosenberg, except he tells it so much better than your humble analyst. David was the former Chief Economist at the former Merrill Lynch (ah, Mother Merrill, we barely knew ye.) and is now...
John Mauldin's Outside the Box
Filed under: Filed under: Credit, Consumer Spending, Asia, GDP Growth Rate, Stocks, Bond Market, David Rosenberg, Employment, Baby Boomers, DJIA, Home Sales, Recovery, Financials, Comsumer Confidence, Revenues