The Present Contains All Possible Futures The Ugly Unemployment Numbers Argentinian Disease The Austrian Solution The Eastern European Solution Japanese Disease The Glide Path Option Philadelphia, Orlando, and Phoenix The present contains all possible futures. But not all futures are good ones. Some...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
11-06-2009
Filed under:
Filed under: Japan, Employment, GDP, Debt, Economic Theory, Deficit, Eastern Europe, Taxes, Government Debt, Argentina, Austria
Rarely does a news story address three of my biggest enthusiasms at once, so if I find one I pay close attention. Today’s New York Times reports that the U.S. Justice Department is considering antitrust action against Anheuser-Busch InBev and MillerCoors (itself a joint venture between SAB Miller...
Posted to
Global Emerging Markets (GEMs)
by
Chip Krakoff
on
08-27-2009
Filed under:
Filed under: China, Brazil, Africa, competition, Asia Pacific, beer, Castel, Molson Coors, SABMille, Narragansett, Interbrew, Anheuser Busch InBev, Eastern Europe, Pabst, brewing industry, Guinness, Latin America, antitrust, Heineken, Diageo
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
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
Filed under:
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
.........But First, A Word From Our Sponsor.......... Our 3rd Quarter numbers are in. And the news-as expected-is quite good. Thanks to our balanced business model, EverBank® continues to grow and prosper despite challenging market conditions. During the 3rd Quarter of 2008, we solidified our place as...
Posted to
Daily Pfennig
by
Chuck Butler
on
03-02-2009
Filed under:
Filed under: Employment, Dollar, Bailout, Euro, Canada, Carry Trade, GDP, Eurozone, AIG, Eastern Europe, John Taylor
.........But First, A Word From Our Sponsor.......... Our 3rd Quarter numbers are in. And the news-as expected-is quite good. Thanks to our balanced business model, EverBank® continues to grow and prosper despite challenging market conditions. During the 3rd Quarter of 2008, we solidified our place as...
While Rome Burns The Risk in Europe The Euro Back to Parity? Really? Back to the Basics Living in Paradise The 20-Year Horizon If I Had a Hammer New York, Las Vegas, and La Jolla When I sit down each week to write, I essentially do what I did nine years ago when I started writing this letter. I write...