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Today's Outside the Box comes to us from England. My European partner Niels Jensen from time to time sends me some of the best letters he reads from the hedge fund world. He is an excellent filter for me, and this week's Outside the Box offering is no exception. Below is the November commentary...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
11-16-2009
Filed under:
Filed under: China, GDP, Russia, Economy, Niels Jensen, Trade Balance, Hugh Hendry, United Kingdom, Norway, Dollar, Eclectica Fund
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IN THIS ISSUE: Overview of Recent US Economic Trends Snapshot of the Latest Economic Data Fed's "Beige Book" Sees Modest Improvement Unemployment: The 800-Pound Gorilla in the Room Conclusions - Storm Clouds on the Horizon Eyes around the world are intently focused on this Thursday's...
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In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
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IN THIS ISSUE: The Latest Assessment of the US Economy The Real Unemployment Rate is 16.5%, Not 9.5% Nine Reasons the Economy is Not Getting Better Where I Disagree With Mr. Zuckerman Conclusions -- "The New Normal" Introduction Over the last few weeks, most polls have shifted to indicate that...
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Dear Reader, In the June edition of The Casey Report , and again in the edition that was put to bed July 2, we warned that the U.S. equities markets were on the edge of the next leg down in the slow-motion crisis now unfolding. (You can read both issues... more here ). While there is no such thing as...
Posted to
The Room
by
David Galland
on
07-10-2009
Filed under:
Filed under: Economy, commodities, Depression, Casey Research, Doug Casey, Deficit, Employment, Debt, California, CYCLE, State Budgets
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Is The Economy Finally Turning Around? Companies With Cheap Eats Are Doing Well China's Economy Is Still Hot (Compared With Everybody Else) Energy Investments Are Looking Good Again The Bottom Line This Week The stock market rally that started on March 9 is proving to have longer legs than even the...
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........A note from our sponsor....... EverBank continues to grow stronger. Announcing a 65% increase in earnings. We keep doing it. We keep growing stronger despite a weak economy. In 2008 we experienced record bank growth. Now through the first quarter of 2009, that pattern continues. *Earnings climbed...
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Late last week a letter from Jim Welsh crossed my desk. I started reading and found myself being pulled through his very thoughtful letter. I have not met Jim, but think this letter is worthy of an Outside the Box. Jim Welsh of Welsh Money Management has been publishing his monthly investment letter...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
05-04-2009
Filed under:
Filed under: Housing, GDP, Consumer Spending, Consumer Debt, Economy, Employment, Diffusion Index, Jim Welsh, Citigroup, Industrial Production, Credit Cards
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In This Issue: Signs Of A Better Economy? (Or At Least Not As Bad?) Stocks For A Weak Recovery The Bottom Line This Week Last month investors received another booster shot from Wall Street as the Dow and the Nasdaq rose an additional 1.2% and 5.5% respectively. The gains left stocks up 26% from the rally's...
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The business landscape continues to crystallize for the oil industry, although not in the way that many of us in the industry hoped it would. Of course, all things are dynamic and things could change, and for the better. But right now, we’re getting and storing oil here in the U.S. – that’s...
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IN THIS ISSUE: Finally a Little Good News for the Economy Geithner's Latest Toxic Asset Bank Bailout Does the PPIP Have Any Chance of Working? Fed to Buy $300 Billion in Treasuries & a Lot More CBO Assessment of Obama's Record 2010 Budget Conclusions, Market Implications & What to Do...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
03-31-2009
Filed under:
Filed under: Gary D. Halbert, The Fed, GDP, Credit Crisis, Recession, Barack Obama, Deficit, Bailout, Economy, Timothy Geithner, Profutures, Treasuries, PPIP
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Dear Reader, This week I tripped over an old musical favorite, I'm Your Captain , by Grand Funk Railroad, which is what I'm listening to as I begin this weekly missive. While the song has a little rust on it, for those of you who haven't taken a ride on Grand Funk Railroad of late, it's...
Posted to
The Room
by
David Galland
on
03-16-2009
Filed under:
Filed under: Economy, Gold, China, Obama, The Casey Report, GDP, Employment, Without Borders, Global Trade, Renminbi, Citigroup, Nationalization, Exports
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Well, we have our answer from OPEC, which decided to keep output numbers at current levels, despite plenty of rumors among oil traders that it would cut supply. At a meeting yesterday, OEPC officials indicated that higher energy prices would further crimp the global economy, so cutting back on oil supply...
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IN THIS ISSUE: Obama Pushes His Stimulus Plan Dick Morris -- Tax Exempt Tyranny? More On Obama's Plan From Peter Ferrara It Depends Upon Your Definition Of "Tax Cut" Introduction I had originally planned to write about the Bernie Madoff scandal this week. In fact, I had already written...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
01-13-2009
Filed under:
Filed under: Gary D. Halbert, Tax Reform, Recession, Barack Obama, Politics, Taxes, Economy, Socialism, Government, Peter Ferrara, Dick Morris, Welfare, Redistribution of Wealth