September 26, 2008 Dear Readers, What a world I have returned to from my cloistered retreat at the beautiful Vivenda Miranda , scenically situated on a cliff outside of the quaint port town of Lagos, Portugal. Everything has changed. Everything is changing. The storm we have so long tried to help you...
Posted to
The Room
by
David Galland
on
09-30-2008
Filed under:
Filed under: Economy, Presidential Race, Credit Crisis, Politics, Government, Gold, Ben Bernanke, Recession, The Fed, David Galland, McCain, Economic Forecast, Bailout, Henry Paulson, AIG, Ron Paul, Sara Palin, Donald Grove
IN THIS ISSUE: Details Of The Massive $700 Billion Bailout Government Guarantees Money Market Funds Will Congress Pass The Bailout Plan? Should The Government Bail Out Homeowners? Will Uncle Sam Overpay For The Assets? Credit Crisis May Tip The Election To Obama Time To Prepare For A Recession Just Ahead...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
09-23-2008
Filed under:
Filed under: Election Issues, Gary D. Halbert, Subprime, Economic Forecast, Presidential Election, Barack Obama, Ben Bernanke, Oil, Bailout, John McCain, Economy, Financial Crisis, Henry Paulson
Regular readers of Outside the Box will be familiar with Michael Lewitt's thoughtful commentary. Today, he reminds us that much of the turmoil we are in could have been avoided with proper regulatory structures and then does a very poignant analysis of various sectors of the economy. I agree with...
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...
This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management and Bob Eisenbeis (former executive vice-president...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-17-2008
Filed under:
Filed under: Inflation, Credit Crisis, Liquidity Crisis, Michael Lewitt, Economic Forecast, Recession, Interest Rates, Consumer Debt, Economy, Depression, JP Morgan, Bear Sterns