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...
There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. I have made the comment more than once that is it unusual for two major bubbles to burst and for the conversation to be all about...
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John Mauldin's Outside the Box
by
John Mauldin
on
07-13-2009
Filed under:
Filed under: Deflation, Japan, Dr. Lacy Hunt, Van Hoisington, GDP, Bonds, Economic Forecast, Velocity, Fiscal Policy, Economic Data, Debt, NBER
IN THIS ISSUE: David Henry On A New Bull Market Why Wall Street Needs A New Bull Make Half A Decision Introduction This week, I am off spending some time with my son, who is home from college for Spring Break. Since we live on the lake, I’m putting in a lot of time driving the boat while he and...
The Endgame Employment Numbers Are Worse Than Posted Aye, Captain, I'm Giving Her All I've Got! Problem #1: Deflation Problem #2: Pushing on a String The Muddle Through Middle Conversations With John Deflation? Stimulus? Deleveraging? Recession? A soft depression? A return to a bull market? With...
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Thoughts From The Frontline
by
John Mauldin
on
01-17-2009
Filed under:
Filed under: Employment, GDP, Debt, Economic Forecast, Muddle Through, Economic Crisis, Deflation, TARP, Obama, Pushing on a String, Stimulus