This week's writer of the Outside the Box is no stranger to long time readers. Michael Lewitt writes the HCM Market Letter and is one of my favorite writers and truly deep thinkers. He has recently decided to turn his letter into a subscription based model and is meeting with some success, as he...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-09-2009
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Filed under: Credit Crisis, Michael Lewitt, GDP, Global Economy, Government, Depression, Barack Obama, Economic Crisis, Economic Policy, General Motors, HCM Market Letter, DJIA, Bank Nationalization, Eastern Europe
I get a lot of newsletters from money managers around the country, which I try and read as they are written by people who are “in the trenches,” actually making decisions on behalf of their clients. It broadens my perspective. Frankly, most are not all that well written and unimaginative, but who ever...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-12-2009
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Filed under: Credit Crisis, Politics, Consumer Debt, Government, Consumer Confidence, Bailout, Barack Obama, Baby Boomers, Economic Crisis, Investor Psychology, Retirement, Draughn Partners, Cliff Draughn
Construction Lending: The Next Shoe to Drop Lehman at the Center Iceland Guarantees What? Letters of Credit: Going, Going Gone? What to Do and Where Do We Go from Here? London, Stockholm, and California I have been writing for almost a year that the next shoe to drop on US banks would be commercial construction...
It's More Than Freddie and Fannie The US Banking System Is in Trouble $500 Billion and Counting Fannie, Freddie, and the Credit Crisis Baltimore, La Jolla, and South Africa Yet another crisis confronts us, as we will have to deal with the aftermath of a rather large number of bank failures over the...