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The Subprime Debacle: Act 2, Part 2 They Knew What They Were Selling Warning to Mr. Robert Rubin and Management Popping Through It's Time for Some Putback Payback The Worst Deal of the Decade? And Now to the World Series At the end of last week's letter on the whole mortgage foreclosure mess...
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.........But First, A Word From Our Sponsor.......... Diversify globally: offering convenient accounts and all major currencies Diversify in foreign currency, while enjoying the simple convenience of an EverBank® WorldCurrency® CD or money market account. Step 1, choose your account type. Step 2, choose...
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IN THIS ISSUE: Fannie & Freddie Request Billions More A Brief History of Fannie & Freddie Fannie/Freddie Scandals & Lack of Regulation Fannie & Freddie Were Huge Political Contributors How & When Does the Bleeding Stop? Introduction In last week's letter, I focused on recent economic...
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Was it only last week I was expressing outrage that US taxpayers would have to pick up the check for Greek profligacy in the form of IMF guarantees? This morning we wake to up the sound of $250 BILLION in IMF guarantees for a European rescue fund, most of which will go to countries that are eventually...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
05-10-2010
Filed under:
Filed under: Housing, Alan Greenspan, Fannie Mae, Freddie Mac, AIG, Europe, Economic Crisis, IMF, Greece, Goldman Sachs, Capital, Michael E. Lewitt
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........But first a word from our sponsor....... Strike while the metal's hot and the market risk none Growing demand for gold, silver and platinum attracts many of today's leading investors. Is fear of market volatility and high costs keeping you from adding precious metals to your portfolio...
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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
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We are clearly not having as much fun taking off leverage as we had putting it on, or at least the vast majority are not. This week in Outside the Box we look at some very thought-provoking insights from my good friend Paul McCulley, who helps us think about how we got here and what will be the end point...
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Dear Reader, Keeping up with the complex drama now flashing across the global screen is becoming more challenging with each passing day. In lazier days, a scene might be allowed to unfold at a measured pace, the interactions between major characters developed through subtle nuance and lingering shots...
Posted to
The Room
by
David Galland
on
10-20-2008
Filed under:
Filed under: International Speculator, Oil, Gold, Recession, Housing Crisis, Fannie Mae, Freddie Mac, Sara Palin, Foreclosures, Voter Fraud, Insurance Fraud, Bretton Woods
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Paulson Asset Management, LLC So now the Treasury has a massive $700 billion bailout plan on the table. The idea is to create a government agency to deal with bad mortgage related debt, sort of like how the Resolution Trust Corp. (RTC) dealt with $394 billion in assets of failed banks during the S&L...
Posted to
Growth Report
by
Ian Wyatt
on
09-24-2008
Filed under:
Filed under: Growth Report, Ian Wyatt, short, Fed, Bernanke, Freddie Mac, Fannie Mae, jim rogers, paulson, MLP, AIG, Silverado, PIMCO, Putin, Lincoln, Treasury, Yukos, RTC, Bill Gross
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September 19, 2008 Dear Readers, Hi, I am Olivier Garret, this week’s editor of The Room. What a rough week out there. My mind wanders as I drive at a crawl (I am not known to be a patient driver) behind a car full of “leaf peepers,” as Vermonters affectionately call the tourists who invade our state...
Posted to
The Room
by
David Galland
on
09-22-2008
Filed under:
Filed under: Subprime Loans, commodities, Gold, Ben Bernanke, Recession, China, Fannie Mae, Freddie Mac, Henry Paulson, Bud Conrad, Poland, AIG, Panama
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Dear Investor, Monday’s 500 point drop on the Dow was the closest thing we’ve seen to an outright panic in years. Stock prices have been extremely volatile, and that’s probably going to continue. Now, before I go on, I’d like to take a quick minute to thank my loyal readers for...
Posted to
Growth Report
by
Ian Wyatt
on
09-17-2008
Filed under:
Filed under: Growth Report, IndyMac, Freddie Mac, Fannie Mae, Lehman, Bear Stearns, Washington Mutual, Countrywide, Wachovia, Blodgett, SEC, MLP, AIG, Spitzer, Dow
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The weekend has brought us events that can only be described in large, over-the-top terms. The Fed agreeing to take equity on its balance sheet? How bad can things really be? Clearly much worse than most people thought last Friday. Moral Hazard has been re-introduced as Lehman is allowed to go down....
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
09-15-2008
Filed under:
Filed under: Michael Lewitt, Barry Ritholz, Economic Forecast, Bear Sterns, Financial Crisis, Fannie Mae, Freddie Mac, Bank Failures, Lehman Brothers, Bailout, AIG
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September 12, 2008 Dear Readers, In today’s “special” edition of the Room, I want to go somewhat beyond the latest news and observations on same. Instead, I want to discuss the big picture as it relates to the U.S. and global economy. I do so because it is growing more important with each passing day...
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.........But First, A Word From Our Sponsor.......... Announcing the FX University Seminar Series. It could open your portfolio to new horizons. Come learn from some of the world's authorities on foreign currency investing. The one-day seminar will take place in 8 cities across the nation this September...
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.........But First, A Word From Our Sponsor.......... Announcing the FX University Seminar Series. It could open your portfolio to new horizons. Come learn from some of the world's authorities on foreign currency investing. The one-day seminar will take place in 8 cities across the nation this September...