IN THIS ISSUE: 1. The Concept of Personal Financial Reform 2. What No Reform Act Can Do for You 3. Conclusions Introduction Since the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act) was signed into law by President Obama just a couple of months ago, most recent articles about...
IN THIS ISSUE: Financial Regulatory Reform Becomes Law of the Land Doesn’t Solve “Too-Big-to-Fail” or Fannie/Freddie Mess Reform Creates a Massive New Government Bureaucracy Changes to Bank Regulations – Not Too Restrictive Some Derivatives to be Regulated & Traded on Exchanges...
IN THIS ISSUE: Outlook For US Economic Recovery Dims Unemployment Rate Falls But May Rise Again Most Recent Economic Reports Are Not Encouraging Bank Lending Still in the Dumps Financial Reform Bill (Or Government Takeover?) Introduction This week, we focus on the latest outlook for the US economy. As...
IN THIS ISSUE: No Doubt That Financial Reform is Needed Senate Financial Regulatory Reform Bill Ending “Too Big To Fail” The Volcker Rule & the Bailout Slush Fund “Angel” Investors & the New “Accredited” Investor Rule The Real Political Agenda of Financial...
This week we visit some very thoughtful analysis by an old friend of Outside the Box, Dr. John Hussman of the Hussman Funds ( http://www.hussmanfunds.com/index.html ). Is the new PPIP program and related activities likely to help or hurt the situation? Will this help keep banks for bankruptcy or will...
This week I bring you two different articles as an offering for Outside the Box. As a way to introduce the first, let me give you the quote from Merrill Lynch economist David Rosenberg about the rising threat of global trade protectionism: "The Financial Times weighs in on the rising threat of global...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-26-2009
Filed under:
Filed under: China, Housing Crisis, Subprime, Global Economy, David Kotok, Financial Reform, Financial Crisis, Nouriel Roubini, Barack Obama, TARP, Tim Geithner, Elisa Parisi-Capone, Economic Policy, RGE Monitor
Yesterday I sent you an Outside the Box from Paul McCulley who supports the government and Fed activity (in general) in the current economic crisis. Today we look at an opposing view from Bennet Sedacca of Atlantic Advisors. He asks some very interesting questions like: Shouldn't the consumer, after...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
01-07-2009
Filed under:
Filed under: Mortgage, Housing, The Fed, Subprime, Interest Rates, Portfolio Diversification, Consumer Debt, Financial Reform, Fannie Mae, Freddie Mac, Bank Failures, Corporate Debt, Bennet Sedacca, Bailout, Bear Market, FOMC, Economic Crisis, T-Bills
This week we will look at what will be a fairly controversial essay by good friend Michael Lewitt of HCM. In light of today's speech by Treasury Secretary Henry Paulson of the re-organization of the regulatory system in the US, Michael suggest we look at what the real problems are before we begin...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-31-2008
Filed under:
Filed under: The Fed, Private Equity, Michael Lewitt, Hedge Funds, Subprime, Recession, The Dollar, SIV, Financial Regulation, Henry Paulson, Financial Reform