IN THIS ISSUE: Finally, Some Good News For The US Economy More Insights From The Latest GDP Report Media & Obama Declare The Recession Is Ending Consumer Spending Is Still The Key 100+ Hedge Fund Managers Offer Their Predictions Introduction The Commerce Department announced last Friday that the...
Forecast 2009: Deflation, Deleveraging, and the Stimulus Effect Muddle Through on Hold Lies, Damned Lies, and Government Unemployment Numbers Central Bankers of the World, Unite! Predictions 2009 La Jolla, Bermuda, and Europe Where are we headed in 2009? We will explore that in detail over the next few...
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Thoughts From The Frontline
by
John Mauldin
on
01-10-2009
Filed under:
Filed under: The Fed, Oil, Employment, Housing, Consumer Spending, Economic Forecast, Economic Outlook, Deflation, Bailout, Consumer Confidence, Deleveraging, Richard Russell, 2009, Forecast
The Economy Gets a Margin Call Where Have All the Consumers Gone? Why Is the Dollar Rising? Can We Actually Muddle Through? The Potential for a Large Stock Market Rally Is GM too Big to Let Fail? New York, Moving, and Another One Leaves the Nest As long-time readers know, my daughter Tiffani and I are...
IN THIS ISSUE: The Latest Economic Numbers On Inflation & The Fed “The Double Dip Supply Shock” Conclusions – What Next? Investing In Today’s Dicey Environment Introduction The major investment markets seem perplexed this year. Questions abound. Are we in a recession? Not according to the textbook...
For the last few months in my regular letter I have been pounding the table that corporate earnings are going to decline this year, which is always a negative atmosphere for stocks. Since today is the beginning of the earnings season for the first quarter, I thought it would be helpful to look at this...
Introduction On Friday, I wrote my annual forecast, " The Goldilocks Recession ," on what investment themes I expect in the coming year. This week's Outside the Box will follow up on the subject with an excellent piece written by Van Hoisington and Dr. Lacy Hunt. In their fourth quarter...
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John Mauldin's Outside the Box
by
John Mauldin
on
01-08-2007
Filed under:
Filed under: Mortgage, Housing, Inflation, Dr. Lacy Hunt, Van Hoisington, GDP, John Mauldin, Bonds, Quarterly Reveiw, Consumer Spending, Economic Forecast
Introduction Are we in for a soft or a hard landing? Did retail sales slow, as the data suggest, or is the underlying data quite bullish? We will look at the arguments, and then look at the most reliable of all economic indicators to see if we can get an idea as to which view is right. But first, I want...