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So, here we are. More than two years into what started out as a credit crisis, one plus year after the Lehman collapse and a question that pertains to the one of the central workings of the equities market cannot be answered. At last evening's Market Technicians Association Educational Foundation...
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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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We all know that a large wave of Baby Boomers in the US are approaching retirement. But what about the rest of the world? And what happens when those retirees need to spend out of savings? There is more than just a credit crisis and a government deficit crisis in our future. A rising level of retirrees...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-05-2009
Filed under:
Filed under: Credit Crisis, China, Banks, Niels Jensen, Absolute Return Partners, Europe, G20, Baby Boomers, Retirement, PIGS, Exports, Savings, Brazil, Population, BRIC
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My interview with the CEO and Chief Economist of STP Advisory Services includes her libertarian perspectives on the virtuous circle, the risks in the Fed's exit strategy, key consequences of financial innovation, and the next global financial crisis: public debt . Dr. Trimbath is also the author...
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IN THIS ISSUE: The Economy - More Signs of Recovery Is the Recession & Credit Crisis Over? Obama Adds $2 Trillion to Debt Forecast Economic Assumptions Still Too Optimistic What in the World Are They Thinking? Do They Want Control Even If It Ruins The Economy? Introduction In my June 16 E-Letter...
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The stock market rally since early March appears to have three distinct phases to it. The first phase was the backing off from the economic abyss. The second phase was a bounce to fair value normalcy. The third phase (the one we are in now) is what I would call the return to business as usual phase ...
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My interview with the assistant editor of the Financial Times and author of "Fool's Gold" includes key aspects of financial innovation, the consequences of a reluctance to lend by financial institutions, the utility qualities of the financial services industry, and the transitional nature...
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This week we look at a number of charts of various parts of the credit markets to see what kind of progress is being made on getting back to "normal" or to a "new normal." And my friend Prieur du Plessis shows us there is reason to believe that we have seen the worst. "This too...
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Beau Johnson, chairman and CEO of Chinamerica Holdings, discusses his fund and why China is bound to emerge from the current crisis stronger. CLICK HERE TO WATCH THE INTERVIEW
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In This Issue: Signs Of A Better Economy? (Or At Least Not As Bad?) Stocks For A Weak Recovery The Bottom Line This Week Last month investors received another booster shot from Wall Street as the Dow and the Nasdaq rose an additional 1.2% and 5.5% respectively. The gains left stocks up 26% from the rally's...
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Thoughts on the Continuing Crisis Dressing Like an Economist The Trend Is Your Friend Until the End of the Trend What Is Money? MV=PQ Newport Beach, Orlando, and Home Two weeks ago I presented my thoughts on the current economic situation at my 6 th Annual Strategic Investment Conference in La Jolla...
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While it is encouraging that equities have rallied to the point where many 200 day moving averages are either flat or nearly so and nearly all sectors, styles, regions, and countries are above their 50 day moving average, not to mention the fact that many 50 day MAs have an upward slope, there are reasons...
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My interview with the Executive Vice President and Chief Economist at ITG and author of The Cost of Capitalism: Understanding Market Mayhem and Stabilizing Our Economic Future explored the real world economic pragmatism articulated in his just published book - notably the principles of Hyman Minsky,...
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IN THIS ISSUE: Are Insurance Companies The Next Shoe to Drop? 2008 Was a Bad Year All Around for Insurers Credit Crisis Severely Impacts Some Insurers Reinsurance Companies Facing Similar Problems Insurance Companies Look to States For Help Look Out For Hurricane Season This Year What to Look For in...
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There is considerable talk (much of it rather regressive) about the future of the financial system. In one camp are the advocates of a return to basic banking. Think George Bailey and “It’s a Wonderful Life”. Paul Krugman, John Bogle, and Meredith Whitney appear to belong to this group...