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There Is Gambling in the House? I Am Shocked… Opacity and Credit Default Swaps No Access for Spain Denver, Maine, and Carlsbad Rick: How can you close me up? On what grounds? Captain Renault: I'm shocked, shocked to find that gambling is going on in here! – From the classic scene in...
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IN THIS ISSUE: 1. Old Debts Threaten European Banks 2. Is the Super Committee Doomed to Fail? Introduction We begin today with highlights from a surprising article written by David Enrich and Laura Stevens that appeared in the Wall Street Journal last week. A recent research project...
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The Consequences of Austerity Euro Break-Up – The Consequences Welcome to the Hotel California The Slow March to Recession in the US Preparing for a Credit Crisis What Can You Do About the Weather? Europe, Houston, New York, and South Africa “I am sure the Euro will oblige us to introduce...
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IN THIS ISSUE: 1. Latest Economic Reports – A Little Good News, But… 2. June Unemployment Report Was Dismal 3. The Optimists’ Case for the Economy 4. Debt Ceiling Debate Revisited Introduction Economic news over the last few months has for the most part been disappointing or downright...
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Michael Lewitt is one of the most provocative writers I know. He consistently gives me something to chew on with his monthly letter. How he comes up with all those quotes (usually from sources I have never read but should have) amazes me. He has a unique view of the markets as he run Collateralized Debt...
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Our Monthly Performance Update China: The Economic Elephant in the Room? Chinese Fool's Gold Smoke and Mirrors Superbubbling Over? Trade Earnings of the Impossible Kind? A Drop in the Bucket Interesting Reading Portfolio Performance Analysis Why Pigeons Walk Instead of Fly in Boise Idaho Was the...
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What Does Greece Mean to Me, Dad? Dear Kids, Ubiquity, Complexity Theory, and Sandpiles Fingers of Instability Washington DC, Albuquerque, and Guy Forsythe "To trace something unknown back to something known is alleviating, soothing, gratifying and gives moreover a feeling of power. Danger, disquiet...
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One of my favorite sources of information is The Liscio Report by Philippa Dunne & Doug Henwood. Among other things, each month they survey all the states about tax revenues, expenses and then give us the results in a very pithy fashion. No one pays taxes unless they have to, and thus taxes tell...
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There is the strong possibility that policy makers in the US and UK will not time the transition from the current quantitative easing to a more tightened monetary policy. That is not because they are no competent. It is because the task is very tricky and there is no play book outlining the steps. This...
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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...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
07-27-2009
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
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Economic recovery… Will it be shaped like a V, U, W or L? Most investors I’ve spoken with recently agree that the economic downturn appears to have reached bottom. However, the consensus calls for us to bounce along the bottom for a while before the economy recovers. Factors affecting consumption...
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I've been in this business a long time. Some days it feels like a very long time. But never in all the years that I've been in the financial markets have I felt like business per se has less impact on my investment decisions. Let me explain. GM shares have gone from being a claim on earnings...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
04-23-2009
Filed under:
Filed under: Middle East, George Friedman, Stratfor, Credit, Geopolitics, Recession, Russia, Asia, Turkey, General Motors, Armenia, IMF, Jihadist War
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In This Issue: Reasons For Cautious Optimism Continue To Appear Many Promising Stocks Attract Long-Term Investors The Bottom Line This Week The stock market continued to lose ground last week as the Dow and the Nasdaq declined an additional 2.5% and 3.4% respectively. A growing number of analysts believe...
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In This Issue: Credit Rebound Coming From Unexpected Sources Signs Of Life Are Returning To Some Real Estate Markets A Home Town Advantage With Stocks Forget The Bottom, Focus On Value Two Leading Stocks Look Especially Good Right Now The Bottom Line This Week As the inauguration of the new American...
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I Meant to Do That The Lights of Myanmar Some Good News for Borrowers Madoff May Give Us a Sell-Off Conversations with John Mauldin New Orleans, La Jolla, and Merry Christmas The Fed has taken interest rates to zero. They have clearly started a program of quantitative easing. What exactly does that mean...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
12-19-2008
Filed under:
Filed under: The Fed, Myanmar, Interest Rate, Ben Bernanke, Inflation, Credit, International Living, Knightsbridge, LIBOR, Bernie Madoff, FOMC, Free Burma Rangers