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IN THIS ISSUE: 1. National Debt Tops Record $16 Trillion 2. Obama’s Downward Spiral For America 3. Does Obama Want the Economy to Improve? 4. US to Hit Debt Ceiling Limit in December Overview The US national debt topped $16 trillion last week, and it was almost as if no one paid attention. At the...
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IN THIS ISSUE: 1. September Could Bring Trouble for the Markets 2. The Economy Sends Mixed Signals in August 3. Where Does the US Economy Go From Here? 4. Bernanke’s Jackson Hole Speech – Mixed Signals 5. My Thoughts on the Republican Convention 6. “2016: Obama’s America”...
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IN THIS ISSUE: 1. Middle Class Income & Net Worth are Falling 2. CBO Warns About “Fiscal Cliff” & New Recession 3. What Exactly is the So-Called “Fiscal Cliff”? 4. Fed Leaves Door Open for QE3 at Last Meeting 5. My Reactions to New Movie – “2016: Obama’s...
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While it is summer in the Northern Hemisphere, it is winter "down under." Today we turn our attention to Australia. In Endgame, Jonathan Tepper and I devoted a full chapter to talking about the problems we saw looming in Australia, and for that we have taken some heat! What's not to like...
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If you've been following my newsletter, you're familiar by now with my friend George Friedman and the geopolitical analysis company he founded, Stratfor. And if you've read any of George's work, you know that his entire methodology is based on the premise that the actions of leaders and...
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I love my research trips because I get to see new, fascinating parts of the world, meet interesting people and, most importantly, discover incredible investment opportunities that the Wall Street crowd has never heard of. I’ve been on many trips. And EVERY one of them has yielded at least one investment...
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Time to Row, or Sail? A Few Implications It’s Time to Think About Absolute Returns RIP, Darrel Cain Maine, Home, and Carlsbad Note to readers: Due to internet connection problems from the Shadow Fed fishing camp in Maine, important information that John wanted to include in this week's letter...
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Wangfujing Street is the first modern-style commercial street in Beijing. This major retail hub, which attracts nearly 1 million people a day, is also a place where many U.S. companies are doing BIG business. Today, I’ll take you on a stroll through Wangfujing Street so you can see where Chinese consumers...
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IN THIS ISSUE: 1. The Huge Response to Last Week’s E-Letter 2. Surprise, Surprise: The Economy Slowed in the 2Q 3. Fed Policy Meeting Today & Tomorrow – QE3?? 4. Is the Stock Market High On QE3 Expectations? Today’s Overview I must begin today by thanking you for the overwhelming...
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.........But First, A Word From Our Sponsor.......... Stay in tune with the world with EverBank's free Global Market Resources Visit the Global Market Resources page at EverBank.com today to broaden your view on the world's markets. Get free and insightful reporting from experts in the field...
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1. Welfare Work Requirement Gutted by Obama 2. Disability Rolls Outpace New Jobs Big-Time 3. Still Five Million Fewer Jobs Today 4. Record Number of Americans Now on Food Stamps 5. US Poverty Rate Nearing Highest Level in 50 Years 6. Conclusions: This is a Sad Commentary Overview We all know that the...
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The relationship between high total public debt and interest rates is controversial (to some); and in today’s Outside the Box Van Hoisington and Dr. Lacy Hunt of Hoisington Investment Management tackle the subject head-on, in their “Quarterly Review and Outlook” for Q2 2012. They bring...
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The Seen and the Unseen The Lion in the Grass Black Swan or Hidden Lion? The Lions of Europe What If the US Trade Balance Became a Surplus? The Bug that Roared Up in the Clouds, or How Do I Stay Connected? Newport, Gloucester, Denver, and Maine The Seen and the Unseen "In the economic sphere an...
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In This Issue. * Currencies & metals rally try to hold gains. * Oil price rises again! * U.S. data continues to print weak. * You can't have both! And, Now, Today's Pfennig For Your Thoughts! Central Banks Sell Euros In 2nd QTR. Good day. And a Happy Friday to one and all.. We have news this...
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What is looking to be the largest banking scandal in the history of the world is unfolding before our very eyes this month, and yet most Americans know little or nothing about it. The allegations are that some of the largest banks in the world (at least 22 so far) have been “price-fixing”...