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It's The Best of Times The Elements of Deflation It's More Than Half Full Argentina, Brazil, and Uruguay What's a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record last week. This week we examine the elements of deflation...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
10-23-2009
Filed under:
Filed under: Employment, Inflation, Consumer Spending, Debt, Credit Crisis, Housing Crisis, Deflation, Jump Point, Bill Bonner, Tom Hayes, Daily Reckoning
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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
03-16-2009
Filed under:
Filed under: Credit Crisis, China, Housing Crisis, Deflation, GDP, Consumer Spending, Consumer Price Index, Household Wealth, Gary Shilling, Consumer Debt, Consumer Saving, Financial Regulation, Automotive Sector, Deleveraging, Employment, Baby Boomers, Retirement, Eastern Europe, Exports, Protectionism, Savings
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IN THIS ISSUE: "The 2008 market will go down in history" "2008: We Learned What We Don't Know" Happy New Year!! Introduction Happy Holidays! I hope that everyone who celebrated Christmas had a very merry one. We certainly did at the Halbert house. I am taking this week off to...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
12-31-2008
Filed under:
Filed under: Gary D. Halbert, Housing Crisis, Credit Crisis, Subprime, Oil, 2008, Economy, Estate Planning, MarketWatch, Investor Losses, Nick Godt, Robert J. Samuelson
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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
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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...
Posted to
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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Everywhere I go, people ask me how we got into this financial crisis that has seized up credit and driven the stock markets down 40% or more, most of it in just the last few weeks. Obviously, the simple answer is that the housing bubble burst, and as home prices tumbled, mortgage delinquencies and home...
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In this weekend's Thoughts from the Frontlines, I quoted from part of a very thoughtful, right-on-target analysis by David A. Rosenberg entitled "The Elusive Bottom." Over the weekend, I decided that you should read the whole piece, as Rosenberg makes some very solid points about how the...
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By Bud Conrad Chief Economist, The Casey Report - Casey Research As investors, the question we have to focus most of our attention on just now is what impact the credit crisis, the bursting housing bubble and the actions of the U.S. government will have on the economy and investment markets in the next...
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Written: April 25, 2008 Dear Reader, What an interesting week! Having been a single parent for two weeks, with the kids on spring break for the second of those, I have attained a whole new level of appreciation, yes, I think that's the word, for the difficulty associated with holding down the home...
Posted to
The Room
by
David Galland
on
04-29-2008
Filed under:
Filed under: Credit Crisis, Politics, Coal, Oil, Gold, China, Housing Crisis, Food Prices, Diamonds, Women, Bonds, Africa, Project Manhunt
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Thoughts on the Continuing Crisis If the Rules are Inconvenient, Change the Rules Let's Re-arrange the Deck Chairs Regulations Coming to a Hedge Fund Near You More Fun in the Unemployment Numbers A Muddle Through Recession How Much do we Borrow for a $1 growth in GDP? London, Switzerland and South...
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Dear Reader , I am writing to you in the pre-dawn from a soft chair in a Starbucks in Scottsdale, a vast improvement over the small desk in the cluttered toy room that I usually write you from on Fridays. 16 inches from my left hand is a "vente" (in the Starbucks' nomenclature, that means...
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Dear Reader , It used to be of no little pride in the small New England town where Casey Research is headquartered that school went forward, no matter the weather. Hail, 8-foot-high snow drifts, ice rain and, should they have occurred hereabouts (which they didn't), I am fairly sure that even hurricanes...
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The subprime problem, we were told, would not spread to other markets. It would be "contained." And it has, according to Jim Grant. He quipped last week that it has been contained on planet Earth. The risks coming from rising defaults in the US (now above 600,000 and rising from just 200,000...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
11-26-2007
Filed under:
Filed under: Credit Crisis, Housing Crisis, Credit Markets, Subprime, Ben Bernadke, Recession, Interest Rates, Consumer Debt, Counterparty Risk, Jim Grant, Credit Default Swap
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Introduction This week in Outside the Box, good friend Paul McCulley of PIMCO fame addresses the important topic of fed fund easing. Paul addresses the predicament the current Fed finds itself in on account of not wanting to bail out those who took excessive risk in what he dubs the "shadow banking...
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Introduction Who should we blame for the problems in the credit markets? This week in Outside the Box my good friend Barry Ritholtz takes on the task of pointing his prodigious finger at the guilty parties. As he notes, there is plenty of guilt to go around. This is a problem that is going to stay with...