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Your Not So Bearish but Definitely Concerned Analyst A Quick Trip Around the World The Beginning of the Endgame The Attack of the Zombie Banks The Unmentionable Problem of Europe The New Religion of Europe Will All Europeans Become Germans? Cincinnati, New York, and Singapore "Come, Watson, come...
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The Big Bang Moment Bang, Indeed! “It’s the Economy, Dummkopf!” The Long and Winding Road to Crisis Are We Already in Recession? So What Can We Do? Home and then Ireland, London, and Geneva I came away from Maine, and meeting with some of the most astute economists in the world, with...
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The question we will ask ourselves in 20 years is, “Where were you when they downgraded the US and the Fed?” This week’s Outside the Box is from David Rosenberg. He has made his letter public and graciously given me permission (at 34,000 feet ) to send it to you. I thought about writing an immediate...
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For today's special-edition OTB, let's turn our fiscal eye across the pond to all that's going haywire in Europe. But not the continent's banking crisis, per se. Today's piece takes a broad look at who's really running the show. I'll give you a hint: they've done it before...
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This week’s Outside the Box is with an old friend to long-time readers, Ed Easterling of Crestmont Research. Ed is usually on the bullish side, but his research of late points to a few warning signs that say some cycle convergences may be pointing to problems. And that coincides with my macro concerns...
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In This Issue: We Should Be OK, Except… What Happens if There Is a Shock? And Then There Was No QE “Endgame” Program Tulsa for the 4th We are halfway through the year, and what a ride it has been. Today I will share my thoughts on what the next six months could look like, and endeavor...
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In This Issue: Enemy of Spain The Endgame, Part 2 Muddle Through, or Crisis? Philadelphia, Boston, Trequanda, Kiev, Geneva, and London This week I finish the two-part letter on the Endgame and give you my thoughts on the economy and how it all plays out over the next five years. This is the second part...
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One of the great privileges of traveling and speaking as I do is getting to meet a wide variety of very interesting people. Of late, I have become friends with David Walker, former Comptroller General of the US, who is now crisscrossing the country warning of the deficit crisis. It is a message that...
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You're probably aware by now that I'm an avid reader of the global intelligence company STRATFOR. But this piece by their founder George Friedman is truly exceptional. If you're an American voter, interested in politics, or anyone interested in or affected by U.S. military actions (in other...
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This week we look at another except from Ed Easterling’s gonzo book on stock market return projections, called Probable Outcomes. This section is entitled “Game Changer,” and it is that and more. (Again, thanks to Ed for letting us read his work!) “Game Changer” is a thought...