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...
Before we get into this week's Outside the Box, let me give you a few pieces of data that came across my desk this morning, which will help set the stage for the OTB offering. Fitch (the ratings agency), in a downgrade of yet another 543 mortgage-backed securities of 2005-07 vintage, gives us the...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
06-15-2009
Filed under:
Filed under: Housing, Japan, GDP, Recession, Household Wealth, Global Economy, Germany, Europe, Employment, Will Hutton, Paul Krugman, Fitch
Dear Friends: When I read the headline, "China: Exports Drop," plastic toys, cheap sneakers and milk scandals come to mind. But the impact of China's financial health is more far-reaching than simply affecting the Wal-Mart consumer; China matters on a global investing stage. So that's...
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
This week we look at the European bank markets through the eyes of my London partner Niels Jensen, head of Absolute Return Partners. I continue to believe that this is a brewing crisis which could have far more significant implications for the global economy than the Asian Crisis of 1998. In this week's...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
03-02-2009
Filed under:
Filed under: Credit Crisis, GDP, Global Economy, Niels Jensen, Absolute Return Partners, Germany, Europe, European Banks, European Union, Austria, Public Debt
Introduction With a new year just weeks away, investors are weighing expectations and asking questions about what lies ahead. Each year presents its own set of opportunities and challenges, especially in are ever-increasing global economy. Today's "Outside the Box" features a letter by...