Today's Outside the Box comes to us from England. My European partner Niels Jensen from time to time sends me some of the best letters he reads from the hedge fund world. He is an excellent filter for me, and this week's Outside the Box offering is no exception. Below is the November commentary...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
11-16-2009
Filed under:
Filed under: China, GDP, Russia, Economy, Niels Jensen, Trade Balance, Hugh Hendry, United Kingdom, Norway, Dollar, Eclectica Fund
IN THIS ISSUE: Overview of Recent US Economic Trends Snapshot of the Latest Economic Data Fed's "Beige Book" Sees Modest Improvement Unemployment: The 800-Pound Gorilla in the Room Conclusions - Storm Clouds on the Horizon Eyes around the world are intently focused on this Thursday's...
In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
IN THIS ISSUE: The Latest Assessment of the US Economy The Real Unemployment Rate is 16.5%, Not 9.5% Nine Reasons the Economy is Not Getting Better Where I Disagree With Mr. Zuckerman Conclusions -- "The New Normal" Introduction Over the last few weeks, most polls have shifted to indicate that...
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
IN THIS ISSUE: Finally a Little Good News for the Economy Geithner's Latest Toxic Asset Bank Bailout Does the PPIP Have Any Chance of Working? Fed to Buy $300 Billion in Treasuries & a Lot More CBO Assessment of Obama's Record 2010 Budget Conclusions, Market Implications & What to Do...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
03-31-2009
Filed under:
Filed under: Gary D. Halbert, The Fed, GDP, Credit Crisis, Recession, Barack Obama, Deficit, Bailout, Economy, Timothy Geithner, Profutures, Treasuries, PPIP
Dear Reader, This week I tripped over an old musical favorite, I'm Your Captain , by Grand Funk Railroad, which is what I'm listening to as I begin this weekly missive. While the song has a little rust on it, for those of you who haven't taken a ride on Grand Funk Railroad of late, it's...
Posted to
The Room
by
David Galland
on
03-16-2009
Filed under:
Filed under: Economy, Gold, China, Obama, The Casey Report, GDP, Employment, Without Borders, Global Trade, Renminbi, Citigroup, Nationalization, Exports
IN THIS ISSUE: Editor's Notes On BCA & The Other Gary Halbert Obama & The New Age Of Big Government The Economy -- Have We Seen The Worst Of It? Are The Bailouts Necessary & Will They Work? The Latest Disappointing Economic Reports Stock Markets -- Might We Have Seen The Bottom? Introduction...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
01-06-2009
Filed under:
Filed under: Gary D. Halbert, GDP, Economic Forecast, Barack Obama, Politics, Bailout, Economy, Scotia Partners, Halbert Wealth Management, Financial Crisis, Deflation, Government, Bank Credit Analyst
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
IN THIS ISSUE: The Economy Falling Fast Into Recession Democrats Want To Highjack Your 401(k) The Democrats' 401(k) Replacement Plan Socialism Du Jour - "Spread The Wealth Around" Can We Afford This Nonsense? No, But So What Conclusions - After Today, Anything Is Possible Introduction On...
Posted to
Forecasts & Trends
by
Gary D. Halbert
on
11-04-2008
Filed under:
Filed under: Gary D. Halbert, Retirement, GDP, Democrats, Recession, Social Security, Presidential Election, Barack Obama, Politics, John McCain, Economy, Socialism, 401(k)
IN THIS ISSUE: The Latest Good & Not So Good Economic News Stratfor: "Economic Crisis Brewing In China?" Conclusions - Maybe Lighten Up On China Keep Your Comments Coming - Thanks Introduction As you are well aware, this year's Summer Olympics will be held in China beginning this Friday...