Late last week a letter from Jim Welsh crossed my desk. I started reading and found myself being pulled through his very thoughtful letter. I have not met Jim, but think this letter is worthy of an Outside the Box. Jim Welsh of Welsh Money Management has been publishing his monthly investment letter...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
05-04-2009
Filed under:
Filed under: Housing, GDP, Consumer Spending, Consumer Debt, Economy, Employment, Diffusion Index, Jim Welsh, Citigroup, Industrial Production, Credit Cards
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
2008: Annus Horribilis, RIP The Aftermath of Financial Crises ISM: Anywhere You Look It Is Bad Another Round of Earnings Disappointments A Bear Closes His Short Fund La Jolla, Bermuda, Florida, and Writing I meant to take yet another Friday away from my writing, but as I am researching for next week's...
.........But First, A Word From Our Sponsor.......... Gold and silver prices are down. For a simple and inexpensive way to own gold or silver, consider the non-FDIC insured Pooled Metals Select Account from EverBank®. This economic alternative to buying actual bars or coins lets you "pool"...
Posted to
Daily Pfennig
by
Chuck Butler
on
11-14-2008
Filed under:
Filed under: Australia, Trade Deficit, Oil, Recession, Euro, GDP, Jobs, Consumer Debt, Credit Crisis, European Union, Consumer Spending
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This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means that consumer spending increases should be approximately...