While Rome Burns The Risk in Europe The Euro Back to Parity? Really? Back to the Basics Living in Paradise The 20-Year Horizon If I Had a Hammer New York, Las Vegas, and La Jolla When I sit down each week to write, I essentially do what I did nine years ago when I started writing this letter. I write...
Time for a Reality Check World Trade Is Falling Off a Cliff European Bank Losses Dwarf Those in the US Geithner: "You Can't Handle the Truth" Earnings Will Get Even Worse Orlando, Colorado Springs, New York, and Las Vegas It is not just the US that is in recession. The world is slowing...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
02-14-2009
Filed under:
Filed under: China, Japan, Globalization, Europe, GDP, Earnings, Debt, Euro, Russia, Economic Crisis, Forecast, TARP, Obama, Stimulus, World Trade, Tim Geithner, Leading Economic Indicators, Bank Losses, Exports
Many of us in the US are focused on our own woes. But this is a global credit crisis. In today's Outside the Box, we take a look at the currency markets, which are in an historic upheaval and also look at what is going on in Europe. I suspect that Europe is in for a period of much distress, as the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-06-2008
Filed under:
Filed under: Credit Crisis, Wolfgang Munchau, Dennis Gartman, Fortis, Currencies, Germany, GaveKal, Euro, Yen, Europe, European Banks
The Problem with the Euro Swapping out Commodities The Euro at Par with the Dollar Laguna Beach, Montreal and Las Vegas By John Mauldin Last week I wrote that we could see a drop in the price of oil as speculators seemed to be storing oil in very large tankers and "slow steaming" them to port...