O Canada The Threat to Muddle Through Back to 1971 The fault, dear Brutus, is not in our stars GDP = C + I + G + Net Exports An Optimistic New Venture, San Diego, and New York If the Chinese allowed the renminbi to rise, would that make the USA better off? That is the contention of a cabal of critics...
We all know that a large wave of Baby Boomers in the US are approaching retirement. But what about the rest of the world? And what happens when those retirees need to spend out of savings? There is more than just a credit crisis and a government deficit crisis in our future. A rising level of retirrees...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
10-05-2009
Filed under:
Filed under: Credit Crisis, China, Banks, Niels Jensen, Absolute Return Partners, Europe, G20, Baby Boomers, Retirement, PIGS, Exports, Savings, Brazil, Population, BRIC
This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-16-2009
Filed under:
Filed under: Credit Crisis, China, Housing Crisis, Deflation, GDP, Consumer Spending, Consumer Price Index, Household Wealth, Gary Shilling, Consumer Debt, Consumer Saving, Financial Regulation, Automotive Sector, Deleveraging, Employment, Baby Boomers, Retirement, Eastern Europe, Exports, Protectionism, Savings
Where Have My Earnings Gone? The Land of the Setting Sun The Swiss Start Their Engines My One True Nightmare New York, Vegas, and Happy Birthday, Tiffani This week we look at the Land of the Rising Sun. Japan is going through major upheavals, and they will have consequences all over the world. And what...
Posted to
Thoughts From The Frontline
by
John Mauldin
on
03-14-2009
Filed under:
Filed under: China, Japan, GDP, S&P 500, Earnings, Richard Russell, Exports, Protectionism, Switzerland, G-10, Imports, Yen
Dear Friends: When I read the headline, "China: Exports Drop," plastic toys, cheap sneakers and milk scandals come to mind. But the impact of China's financial health is more far-reaching than simply affecting the Wal-Mart consumer; China matters on a global investing stage. So that's...
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