This week's Outside the box looks at some very interesting research done by two economic historians, Barry Eichengreen of the University of California at Berkeley and Kevin O'Rourke of Trinity College, Dublin They give us comparisons between the Great Depression and today's downturn. They...
There is a debate in academic circles on the lessons of the current economic crisis. While most ivory tower debates are of little concern to our daily affairs, this debate should concern you, as it will inform those who hold central bank and political power. Remember, there is no playbook of rules for...
This week's writer of the Outside the Box is no stranger to long time readers. Michael Lewitt writes the HCM Market Letter and is one of my favorite writers and truly deep thinkers. He has recently decided to turn his letter into a subscription based model and is meeting with some success, as he...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-09-2009
Filed under:
Filed under: Credit Crisis, Michael Lewitt, GDP, Global Economy, Government, Depression, Barack Obama, Economic Crisis, Economic Policy, General Motors, HCM Market Letter, DJIA, Bank Nationalization, Eastern Europe
One of my most significant learning experiences came from a basic forecasting mistake. Back in 1998, I looked at 40 years of documented evidence that 50% of all large programming projects ended up coming in late. That set of data was consistent over all industries and over decades. I checked it out with...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
02-09-2009
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Filed under: China, GDP, Recession, Depression, Financial Crisis, Growth, GaveKal, Platform Companies, David Ricardo, Joseph Schumpeter, Solow Growth Model, Johann Heinrich von Thunen, Ricardian Growth, Schumpeterian Growth, Louis Gave, Harry Browne
IN THIS ISSUE: Latest Grim Numbers On The US Economy The Latest On The Government Bailouts Fed Announces The Mother Of All Bailouts Troubling Aspects Of The Fed's Latest Bailout Fighting A "Debt-Deflation" At Any Cost Introduction The economy, the financial crisis and government bailouts...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
12-09-2008
Filed under:
Filed under: Gary D. Halbert, The Fed, GDP, Subprime, Recession, Consumer Confidence, Ben Bernanke, Deficit, Depression, Stratfor, Bailout, Economy, Henry Paulson, Deflation