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The Subprime Virus The Subprime Virus 2007 Mid-Year Forecast Compete With the Pros When the Facts Change Credit? What Credit? global Warming, Maine and San Antonio As predicted in this letter early this year, the credit markets have finally begun to tighten, as a major re-pricing of risk is underway...
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Fun in the Subprime Summer Hot Fun In The Summertime Collateralized Loan Obligations The Economic Outlook for Leveraged Credits The New Mickey Mouse Club Planes, Trains and Automobiles This week I am already in Maine and getting ready for a weekend of fishing with my son Trey, so I am going to take off...
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Introduction This week's letter is by good friend Dr. Prieur du Plessis, who is managing director of Plexus Asset Management based in Cape Town, South Africa. What kind of returns can we expect from US equities over the next ten years? It turns out that while you can get an average number, the range...
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Introduction This week in Outside the Box we take a quizzical gander at the gold market, its growth-to-date, and potential future investment opportunity. We have witnessed a significant rise in the gold market from a July 1999 price of $252 an once, to $653 an once today, an increase of 159%. David Galland...
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Introduction Humans, by nature, tend to let things worry them a bit more than they ought to. Whether it's a job situation, relationship issue or investment decision, we all tend to blow the small things out of proportion and lose sight of the bigger picture at hand. In this week's Outside the...
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Introduction Value is a big and well-known strategy within the investment world. Many analysts and investors alike rely heavily on the P/E ratio as a metric to determine the value of a stock, indices or other form of security. But just as with any other investment metric, the data can be skewed if not...
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Introduction As I glanced over at the TV in my office this morning, the latest news on the ticker wire was that American Home Mortgage Investment Corp. (AHM) is trading down over 16%. While the company is not of any particular importance to me, it spurred my thinking regarding how the housing market...
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Introduction Today's Outside the Box is by my good friend and PIMCO's Managing Director, Paul McCulley. In his article "If Fed Funds Rate 'Fails' to Fall," Paul discusses the mindset behind the decision making of central banks and how they determine policy. From there he goes...
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Introduction This week I am in South Africa. At the moment I am literally flying from Johannesburg to Durban in a single-engine Pilates PC 12, a very upscale Swiss-manufactured plane. I am told pilots will know and appreciate the plane. It is supposedly the safest plane in the world, which is somewhat...
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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...
Posted to
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
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Introduction With a new year just weeks away, investors are weighing expectations and asking questions about what lies ahead. Each year presents its own set of opportunities and challenges, especially in are ever-increasing global economy. Today's "Outside the Box" features a letter by...
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Introduction After a great holiday weekend, I hope that everybody is enjoying the recurring challenge of finding new ways to creatively eat turkey leftovers. For today's "Outside the Box," we turn our attention towards an interesting piece by Bill Gross on the changing investment landscape...
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Introduction I am excited to present to you today a very interesting piece by my good friend and local Dallas resident, Ed Easterling. Ed has performed an in-depth study on how several key fundamentals have performed over time and how they are likely to perform over the next several years. His analysis...
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Introduction Last Friday, I wrote about That Stubborn Yield Curve in my Thoughts from the Frontline letter. In it, I quoted a few paragraphs by Pimco's Paul McCulley, but upon reflection, I feel that his whole letter is worthy of taking a look at more in-depth. Paul writes a monthly commentary, the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-30-2006
Filed under:
Filed under: Housing, The Fed, GDP, Yield Curve, John Mauldin, Paul McCulley, Economic Forecast, Leverage, Inverted Yield Curve, Fed Funds Rate, Time-Varying
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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...